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iShares Currency Hedged MSCI EAFE ETF
HEFA

424 hedge funds and large institutions have $5.67B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.65B → $5.67B (+$19.2M)

1.61% less ownership

Funds ownership: 88.73% → 87.12% (-1.6%)

7% less funds holding

Funds holding: 457 → 424 (-33)

14% less funds holding in top 10

Funds holding in top 10: 29 → 25 (-4)

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 179

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
424
Holders Change
-33
Holders Change %
-7.22%
% of All Funds
5.57%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.33%
New
41
Increased
139
Reduced
179
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NP
NorthRock Partners
Minnesota
+$69.1M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$59.1M
3
Goldman Sachs
Goldman Sachs
New York
+$48.1M
4
DWM
Dynasty Wealth Management
Florida
+$21.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.5M
2
LPL Financial
LPL Financial
California
-$70.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$46.6M
4
MC
McMorgan & Co
California
-$44.7M
5
Ameriprise
Ameriprise
Minnesota
-$33.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
276
Moneta Group Investment Advisors
Missouri
$339K +$330K +8,555 New
C1AG
277
Client 1st Advisory Group
Florida
$333K -$168K -4,367 -34%
CIA
278
Compass Ion Advisors
Pennsylvania
$332K -$7.13K -185 -2%
EAM
279
Evanson Asset Management
California
$332K +$5.4K +140 +2%
LWL
280
Leo Wealth LLC
Texas
$328K – – –
CCA
281
Clearwater Capital Advisors
Illinois
$327K – – –
CTA
282
Chesley Taft & Associates
Illinois
$325K – – –
HWA
283
Heritage Wealth Advisors
Virginia
$321K – – –
PSFG
284
Park Square Financial Group
Georgia
$317K -$294K -7,626 -49%
MOS
285
MGO One Seven
Ohio
$316K -$3.12K -81 -1%
PW
286
PUREfi Wealth
Massachusetts
$314K -$37.2K -965 -11%
RWA
287
Redhawk Wealth Advisors
Minnesota
$312K +$304K +7,884 New
EFG
288
Ehrlich Financial Group
California
$311K -$13.9K -361 -4%
LNWWM
289
Laird Norton Wetherby Wealth Management
California
$310K +$1.93K +50 +0.6%
IAS
290
Integrity Advisory Solutions
Texas
$302K +$294K +7,626 New
M1FG
291
Mach-1 Financial Group
Arkansas
$302K +$294K +7,626 New
CPIG
292
Chicago Partners Investment Group
Illinois
$299K – – –
AQR Capital Management
293
AQR Capital Management
Connecticut
$299K -$27.4K -712 -9%
SWP
294
SIMA Wealth Partners
Virginia
$296K -$5.13K -133 -2%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$296K +$136K +3,516 +89%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$295K +$287K +7,438 New
Betterment LLC
297
Betterment LLC
New York
$289K -$5.24K -136 -2%
DAS
298
Diversify Advisory Services
Utah
$289K +$271K +7,034 New
RCM
299
Richardson Capital Management
Wisconsin
$284K +$8.06K +209 +3%
Wealthfront Advisers
300
Wealthfront Advisers
California
$278K +$33.2K +862 +14%
10 11
12
13 14

HEFA Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2025, worth a combined $5.67B — up 0.34% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HEFA and 41 opened new positions — a net loss of 23 holders — while 179 trimmed existing stakes and 139 added.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $69.1M. The largest seller was Envestnet Asset Management, cutting an estimated $71.5M.

  • 424 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2025, down from 457 in Q2 2025.
  • Funds reported $5.67B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2025, up 0.34% quarter-over-quarter.
  • 41 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2025 and 64 closed out, a net change of -23 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2025 was NorthRock Partners, an estimated $69.1M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2025.