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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
WPW
351
Watershed Private Wealth
Illinois
$226K -$215K -5,894 -50%
SCA
352
Snowden Capital Advisors
New York
$226K -$1.57M -43,000 -88%
APW
353
Austin Private Wealth
Texas
$225K -$8.84M -241,915 -98%
SWP
354
ShoreHaven Wealth Partners
New Jersey
$224K -$1.54M -42,228 -88%
CAG
355
Curtis Advisory Group
California
$224K -$1.06K -29 -0.5%
Vanguard Group
356
Vanguard Group
Pennsylvania
$223K +$1.1K +30 +0.5%
TWM
357
TSA Wealth Management
Texas
$223K -$1.8M -49,272 -89%
SC
358
Savant Capital
Illinois
$222K +$2.34K +64 +1%
RWP
359
RWA Wealth Partners
Massachusetts
$216K
FCH
360
Freestone Capital Holdings
Washington
$210K +$203K +5,541 New
FFN
361
Focus Financial Network
Minnesota
$209K -$985K -26,955 -83%
KWA
362
Kingswood Wealth Advisors
California
$207K -$42.2K -1,155 -17%
CTA
363
Colonial Trust Advisors
South Carolina
$203K -$80.4K -2,200 -29%
MLL
364
Moody Lynn & Lieberson
Massachusetts
$201K +$194K +5,300 New
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$193K +$181K +4,961 +4,134%
CA
366
CoreCap Advisors
Michigan
$190K -$346K -9,454 -65%
WP
367
WealthShield Partners
North Carolina
$183K -$1.36M -37,167 -89%
TIM
368
Tortoise Investment Management
New York
$181K
PA
369
Parallel Advisors
California
$180K -$28.1K -768 -14%
FHA
370
First Horizon Advisors
Tennessee
$174K -$1.63M -44,702 -91%
PTC
371
Private Trust Company
Ohio
$173K -$12.8K -349 -7%
ACA
372
Aptus Capital Advisors
Alabama
$159K -$22.6K -618 -13%
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$154K +$66.6K +1,822 +82%
BBHC
374
Brown Brothers Harriman & Co
New York
$152K +$30K +821 +26%
SAM
375
Smartleaf Asset Management
Massachusetts
$151K +$102K +2,777 +234%

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.