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iShares Currency Hedged MSCI EAFE ETF

457 hedge funds and large institutions have $5.65B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 239 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% less ownership

Funds ownership: 92.98%88.73% (-4.3%)

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

12% less funds holding

Funds holding: 522457 (-65)

21% less capital invested

Capital invested by funds: $7.15B → $5.65B (-$1.5B)

53% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 105

57% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 239

Holders
457
Holders Change
-65
Holders Change %
-12.45%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.38%
New
49
Increased
102
Reduced
239
Closed
105
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAMG
301
Milestone Asset Management Group
Connecticut
$354K
GIM
302
Glenmede Investment Management
Pennsylvania
$352K +$339K +9,268 New
HCMT
303
Highland Capital Management (Tennessee)
Tennessee
$347K
JC
304
JB Capital
Connecticut
$346K -$19M -520,320 -98%
YWM
305
Yukon Wealth Management
Kansas
$345K +$61.2K +1,674 +23%
SA
306
Sovran Advisors
California
$343K -$1.29M -35,408 -79%
SFG
307
Sovereign Financial Group
Connecticut
$342K -$1.83K -50 -0.6%
CAL
308
Capital Advisors Ltd
Ohio
$342K
CFP
309
Cypress Financial Planning
New Jersey
$342K +$329K +9,003 New
PW
310
PUREfi Wealth
Massachusetts
$338K +$325K +8,898 New
ACA
311
Affinity Capital Advisors
California
$338K +$58.3K +1,594 +22%
NL
312
NWAM LLC
Washington
$337K -$301K -8,247 -48%
WS
313
Wedbush Securities
California
$327K +$315K +8,614 New
CIA
314
Compass Ion Advisors
Pennsylvania
$325K -$108K -2,957 -26%
LWL
315
Leo Wealth LLC
Texas
$314K
RWS
316
Retirement Wealth Solutions
Wisconsin
$314K -$363K -9,929 -55%
CCA
317
Clearwater Capital Advisors
Illinois
$313K -$26.4K -722 -8%
AQR Capital Management
318
AQR Capital Management
Connecticut
$313K -$198K -5,405 -40%
EAM
319
Evanson Asset Management
California
$312K -$58.5K -1,600 -16%
EFG
320
Ehrlich Financial Group
California
$312K -$993K -27,165 -77%
CTA
321
Chesley Taft & Associates
Illinois
$312K
MFG
322
MTM Financial Group
Pennsylvania
$310K +$299K +8,170 New
IA
323
IFG Advisory
Georgia
$309K -$351K -9,613 -54%
HWA
324
Heritage Wealth Advisors
Virginia
$308K
MOS
325
MGO One Seven
Ohio
$306K -$841 -23 -0.3%

HEFA Hedge Fund Activity: Q2 2025 in Review

457 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q2 2025, worth a combined $5.65B — down 21% from $7.15B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of HEFA and 49 opened new positions — a net loss of 56 holders — while 239 trimmed existing stakes and 102 added.

The largest buyer was Ameriprise, adding an estimated $31M. The largest seller was Envestnet Asset Management, cutting an estimated $502M.

  • 457 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q2 2025, down from 522 in Q1 2025.
  • Funds reported $5.65B of iShares Currency Hedged MSCI EAFE ETF stock for Q2 2025, down 21% quarter-over-quarter.
  • 49 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q2 2025 and 105 closed out, a net change of -56 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q2 2025 was Ameriprise, an estimated $31M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2025.