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iShares Currency Hedged MSCI EAFE ETF

428 hedge funds and large institutions have $5.72B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 147 increasing their positions, 154 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 39

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

1% more capital invested

Capital invested by funds: $5.67B → $5.72B (+$56.1M)

1% more funds holding

Funds holding: 424428 (+4)

5% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 154

1.39% less ownership

Funds ownership: 87.12%85.72% (-1.4%)

Holders
428
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
5.2%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
56
Increased
147
Reduced
154
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
326
LongView Wealth Management
Georgia
$223K +$3.28K +80 +2%
PAMG
327
Patton Albertson Miller Group
Tennessee
$223K -$16.6K -405 -7%
MLL
328
Moody Lynn & Lieberson
Massachusetts
$219K
SO
329
Sierra Ocean
California
$217K
PAG
330
Paladin Advisory Group
Iowa
$214K +$194K +4,746 +1,091%
OC
331
Oppenheimer & Co
New York
$214K -$48.6K -1,187 -19%
HGWM
332
Horst & Graben Wealth Management
Oregon
$209K -$8.77K -214 -4%
USCWA
333
U.S. Capital Wealth Advisors
Texas
$209K -$4.14K -101 -2%
TA
334
TFB Advisors
Kansas
$208K -$1.23K -30 -0.6%
APW
335
Austin Private Wealth
Texas
$202K +$201K +4,896 New
WPW
336
Watershed Private Wealth
Illinois
$202K -$35.1K -857 -15%
CTA
337
Colonial Trust Advisors
South Carolina
$199K -$8.2K -200 -4%
PA
338
Parallel Advisors
California
$196K -$7.66K -187 -4%
TPBG
339
Turning Point Benefit Group
Maryland
$195K -$25.5K -622 -12%
AA
340
Ancora Advisors
Ohio
$185K -$2.77M -67,659 -94%
AAP
341
Arax Advisory Partners
Colorado
$179K +$177K +4,320 New
Qube Research & Technologies (QRT)
342
Qube Research & Technologies (QRT)
United Kingdom
$177K +$175K +4,260 +28,400%
RWS
343
Retirement Wealth Solutions
Wisconsin
$174K
HBW
344
Hazlett, Burt & Watson
West Virginia
$170K +$114K +2,794 +215%
CA
345
CoreCap Advisors
Michigan
$169K -$26.3K -642 -14%
BBHC
346
Brown Brothers Harriman & Co
New York
$166K
IA
347
IFP Advisors
Florida
$162K -$2.66K -65 -2%
SAM
348
Smartleaf Asset Management
Massachusetts
$161K -$2.01K -49 -1%
ACA
349
Aptus Capital Advisors
Alabama
$145K -$5.61K -137 -4%
Franklin Resources
350
Franklin Resources
California
$137K

HEFA Hedge Fund Activity: Q4 2025 in Review

428 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q4 2025, worth a combined $5.72B — up 0.99% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HEFA positions and 39 closed out — a net gain of 17 holders — while 147 added to existing stakes and 154 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $45.2M. The largest seller was Envestnet Asset Management, cutting an estimated $155M.

  • 428 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q4 2025, up from 424 in Q3 2025.
  • Funds reported $5.72B of iShares Currency Hedged MSCI EAFE ETF stock for Q4 2025, up 0.99% quarter-over-quarter.
  • 56 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q4 2025 and 39 closed out, a net change of +17 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q4 2025 was Goldman Sachs, an estimated $45.2M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2025.