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iShares Currency Hedged MSCI EAFE ETF
HEFA

522 hedge funds and large institutions have $7.15B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 222 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 35

134% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 95

50% more funds holding in top 10

Funds holding in top 10: 22 → 33 (+11)

43% more capital invested

Capital invested by funds: $5B → $7.15B (+$2.15B)

22% more funds holding

Funds holding: 429 → 522 (+93)

1.24% more ownership

Funds ownership: 91.74% → 92.98% (+1.2%)

Holders
522
Holders Change
+93
Holders Change %
+21.68%
% of All Funds
7%
Holding in Top 10
33
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
136
Increased
222
Reduced
95
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$491M
2
LPL Financial
LPL Financial
California
+$172M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$139M
4
Ameriprise
Ameriprise
Minnesota
+$115M
5
JP Morgan Chase
JP Morgan Chase
New York
+$115M

Top Sellers

Rank Fund Capital Flow
1
QWP
Quotient Wealth Partners
Texas
-$24.1M
2
DWM
Dynasty Wealth Management
Florida
-$21.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16M
4
CI
CX Institutional
Indiana
-$14.2M
5
Bank of America
Bank of America
North Carolina
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
351
Compass Ion Advisors
Pennsylvania
$418K – – –
QCM
352
Quantinno Capital Management
New York
$417K -$1.6K -44 -0.4%
BW
353
Blalock Williams
Alabama
$416K +$418K +11,474 New
DT
354
Diversified Trust
Tennessee
$416K – – –
CRI
355
Commonwealth Retirement Investments
Virginia
$416K +$418K +11,459 New
KAS
356
KPP Advisory Services
Kentucky
$412K +$414K +11,360 New
AWM
357
Ameliora Wealth Management
Switzerland
$410K – – –
TIP
358
Tandem Investment Partners
New Jersey
$410K -$32.8K -900 -7%
GJIA
359
Glass Jacobson Investment Advisors
Maryland
$395K – – –
LIA
360
LifePlan Investment Advisors
North Carolina
$385K +$387K +10,619 New
CCFM
361
Clear Creek Financial Management
Washington
$380K +$381K +10,463 New
VWM
362
Venturi Wealth Management
Texas
$378K +$370K +10,156 +3,936%
SMC
363
Smith, Moore & Co
Missouri
$376K -$206K -5,641 -35%
MCWS
364
McKinley Carter Wealth Services
West Virginia
$376K -$94.6K -2,594 -20%
PAMG
365
Patton Albertson Miller Group
Tennessee
$375K – – –
CCWA
366
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$367K – – –
DAS
367
Diversify Advisory Services
Utah
$366K +$125K +3,432 +51%
EAM
368
Evanson Asset Management
California
$357K – – –
MWM
369
Mission Wealth Management
California
$355K – – –
RFN
370
Redwood Financial Network
Ohio
$345K +$51.7K +1,418 +18%
WP
371
WealthPLAN Partners
Nebraska
$340K +$342K +9,380 New
MAMG
372
Milestone Asset Management Group
Connecticut
$339K -$34.2K -939 -9%
GT
373
Glenmede Trust
Pennsylvania
$336K – – –
FAIM
374
Financial Advocates Investment Management
Washington
$333K +$335K +9,180 New
HCMT
375
Highland Capital Management (Tennessee)
Tennessee
$331K – – –
13 14
15
16 17

HEFA Hedge Fund Activity: Q1 2025 in Review

522 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2025, worth a combined $7.15B — up 43% from $5B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new HEFA positions and 35 closed out — a net gain of 101 holders — while 222 added to existing stakes and 95 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $491M. The largest seller was Quotient Wealth Partners, cutting an estimated $24.1M.

  • 522 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2025, up from 429 in Q4 2024.
  • Funds reported $7.15B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2025, up 43% quarter-over-quarter.
  • 136 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2025 and 35 closed out, a net change of +101 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $491M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2025 was Quotient Wealth Partners, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2025.