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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
CAGAS
326
Capital Advisory Group Advisory Services
Minnesota
$300K +$6.73K +184 +2%
SIM
327
Synergy Investment Management
Florida
$298K -$1.24M -33,970 -81%
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$295K +$284K +7,778 New
AWM
329
Ameliora Wealth Management
Switzerland
$291K -$133K -3,646 -32%
SWP
330
SIMA Wealth Partners
Virginia
$289K -$12.9K -354 -4%
AFO
331
Allie Family Office
Florida
$289K -$149K -4,085 -35%
OWM
332
Opes Wealth Management
California
$283K
FPAS
333
Focus Partners Advisor Solutions
Missouri
$282K +$17.8K +488 +7%
Betterment LLC
334
Betterment LLC
New York
$282K +$272K +7,433 New
CPIG
335
Chicago Partners Investment Group
Illinois
$280K
VCP
336
Verus Capital Partners
Arizona
$272K -$371K -10,139 -59%
PAS
337
PKS Advisory Services
New York
$267K -$2.34K -64 -0.9%
RCM
338
Richardson Capital Management
Wisconsin
$265K -$3.03K -83 -1%
SHJ
339
Sharkey, Howes & Javer
Colorado
$263K -$3.12M -85,388 -92%
OC
340
Oppenheimer & Co
New York
$256K -$3.11K -85 -1%
OAS
341
Optivise Advisory Services
Tennessee
$255K -$5.78K -158 -2%
CSB
342
City State Bank
Iowa
$254K -$7.31K -200 -3%
MWM
343
Modera Wealth Management
New Jersey
$241K
SO
344
Sierra Ocean
California
$236K -$16K -438 -7%
AAP
345
Arax Advisory Partners
Colorado
$235K +$226K +6,179 New
GT
346
Glenview Trust
Kentucky
$234K -$2.01K -55 -0.9%
Wealthfront Advisers
347
Wealthfront Advisers
California
$233K -$27.1K -742 -11%
CWS
348
Cypress Wealth Services
California
$233K -$2.24M -61,395 -91%
BRWA
349
B. Riley Wealth Advisors
Florida
$232K +$223K +6,106 New
DFG
350
Demars Financial Group
Washington
$227K -$8.74M -239,160 -98%

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.