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iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

514 hedge funds and large institutions have $7.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 219 increasing their positions, 92 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+90
Holders Change %
+21.23%
% of All Funds
6.98%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.42%
New
134
Increased
219
Reduced
92
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$488M
2
LPL Financial
LPL Financial
California
+$172M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$139M
4
Ameriprise
Ameriprise
Minnesota
+$115M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$114M

Top Sellers

1
QWP
Quotient Wealth Partners
Texas
-$24M
2
DWM
Dynasty Wealth Management
Florida
-$21M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16M
4
CI
CX Institutional
Indiana
-$14.2M
5
Bank of America
Bank of America
North Carolina
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
326
WealthGarden F.S.
California
$490K +$490K +13,491 New
BIG
327
Bush Investment Group
Georgia
$485K +$485K +13,376 New
EWA
328
EP Wealth Advisors
California
$485K -$8.53K -235 -2%
CWMS
329
Cannon Wealth Management Services
North Carolina
$480K -$20K -546 -4%
ICP
330
Interchange Capital Partners
Pennsylvania
$467K +$467K +12,866 New
BWA
331
Bestgate Wealth Advisors
Maryland
$466K -$1.05K -29 -0.2%
CAM
332
Concorde Asset Management
Michigan
$466K +$5.84K +169 +1%
PMG
333
ProVise Management Group
Florida
$461K +$36.9K +1,018 +9%
SF
334
Synovus Financial
Georgia
$459K – – –
CWM
335
Cranbrook Wealth Management
Michigan
$456K -$8.89K -245 -2%
TPBG
336
Turning Point Benefit Group
Maryland
$456K -$388K -11,987 -46%
RFP
337
RCS Financial Planning
Maryland
$455K +$455K +12,532 New
SCM
338
Saxony Capital Management
Missouri
$449K -$257K -7,080 -36%
JWM
339
JPL Wealth Management
Colorado
$444K +$4.21K +116 +1%
SVWG
340
Shared Vision Wealth Group
United States
$441K +$441K +12,149 New
CP
341
Canopy Partners
Ohio
$434K – – –
WPW
342
Watershed Private Wealth
Illinois
$430K +$71.6K +1,974 +20%
WWM
343
Western Wealth Management
Colorado
$425K +$65K +1,791 +18%
AFO
344
Allie Family Office
Florida
$424K +$148K +4,085 +54%
CPA
345
Cardiff Park Advisors
California
$420K – – –
CIA
346
Compass Ion Advisors
Pennsylvania
$418K – – –
QCM
347
Quantinno Capital Management
New York
$417K -$1.6K -44 -0.4%
DT
348
Diversified Trust
Tennessee
$416K – – –
CRI
349
Commonwealth Retirement Investments
Virginia
$416K +$416K +11,459 New
KAS
350
KPP Advisory Services
Kentucky
$412K +$412K +11,360 New
12 13
14
15 16