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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
MC
301
McMorgan & Co
California
$271K -$44.7M -1,159,677 -99%
WWM
302
WT Wealth Management
Arizona
$267K -$4.44M -115,124 -94%
WWG
303
West Wealth Group
California
$265K -$1.39M -35,945 -85%
CSB
304
City State Bank
Iowa
$259K -$5.78K -150 -2%
SCA
305
Snowden Capital Advisors
New York
$255K +$19.5K +506 +9%
MWM
306
Modera Wealth Management
New Jersey
$252K +$501 +13 +0.2%
OC
307
Oppenheimer & Co
New York
$252K -$15.1K -392 -6%
PAS
308
PKS Advisory Services
New York
$251K -$26.5K -688 -10%
LA
309
LVW Advisors
New York
$250K -$464K -12,038 -66%
GT
310
Glenview Trust
Kentucky
$244K – – –
Vanguard Group
311
Vanguard Group
Pennsylvania
$237K +$3.58K +93 +2%
FCP
312
Fidelis Capital Partners
Florida
$235K +$229K +5,938 New
VT
313
Vise Technologies
New York
$234K -$278K -7,209 -55%
CAG
314
Curtis Advisory Group
California
$234K – – –
TWM
315
TSA Wealth Management
Texas
$232K -$540 -14 -0.2%
SC
316
Savant Capital
Illinois
$231K -$1.27K -33 -0.6%
PAMG
317
Patton Albertson Miller Group
Tennessee
$229K -$175K -4,550 -44%
WPW
318
Watershed Private Wealth
Illinois
$228K -$8.36K -217 -4%
DFG
319
Demars Financial Group
Washington
$227K -$9.44K -245 -4%
SAW
320
Signal Advisors Wealth
Michigan
$227K +$221K +5,724 New
SHJ
321
Sharkey, Howes & Javer
Colorado
$227K -$46.9K -1,216 -18%
RWP
322
RWA Wealth Partners
Massachusetts
$225K – – –
FCH
323
Freestone Capital Holdings
Washington
$219K – – –
TPBG
324
Turning Point Benefit Group
Maryland
$213K -$193K -5,020 -48%
GAM
325
Gotham Asset Management
New York
$211K +$205K +5,320 New
11 12
13
14 15

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.