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iShares Currency Hedged MSCI EAFE ETF
HEFA

424 hedge funds and large institutions have $5.67B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.65B → $5.67B (+$19.2M)

1.61% less ownership

Funds ownership: 88.73% → 87.12% (-1.6%)

7% less funds holding

Funds holding: 457 → 424 (-33)

14% less funds holding in top 10

Funds holding in top 10: 29 → 25 (-4)

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 179

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
424
Holders Change
-33
Holders Change %
-7.22%
% of All Funds
5.57%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.33%
New
41
Increased
139
Reduced
179
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NP
NorthRock Partners
Minnesota
+$69.1M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$59.1M
3
Goldman Sachs
Goldman Sachs
New York
+$48.1M
4
DWM
Dynasty Wealth Management
Florida
+$21.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.5M
2
LPL Financial
LPL Financial
California
-$70.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$46.6M
4
MC
McMorgan & Co
California
-$44.7M
5
Ameriprise
Ameriprise
Minnesota
-$33.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
351
Harbour Investments
Wisconsin
$76K -$14.9K -387 -17%
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$73.9K -$84.3K -2,187 -54%
ZBNA
353
Zions Bancorporation, National Association
Utah
$73.7K – – –
NS
354
NBC Securities
Alabama
$67.9K – – –
SWP
355
Strategic Wealth Partners
Ohio
$63K +$44.1K +1,144 +257%
PFBT
356
Parkside Financial Bank & Trust
Missouri
$61.8K – – –
NWMP
357
Noble Wealth Management PBC
Colorado
$59.4K +$57.8K +1,500 New
CAL
358
Capital Analysts LLC
Pennsylvania
$58K -$45.6K -1,182 -45%
AF
359
Allworth Financial
California
$53.6K -$1.58K -41 -3%
HBW
360
Hazlett, Burt & Watson
West Virginia
$51K +$20.3K +526 +68%
AUB
361
Atlantic Union Bankshares
Virginia
$49.1K – – –
GWSG
362
GPS Wealth Strategies Group
Colorado
$44.6K +$30.7K +797 +242%
CFD
363
Creative Financial Designs
Indiana
$43.7K -$347 -9 -0.8%
SA
364
Scarborough Advisors
Maryland
$42.6K -$60.4K -1,567 -59%
BTI
365
Blue Trust Inc
Georgia
$39.2K -$6.67K -173 -15%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$37.4K -$115K -2,992 -76%
NCM
367
Northwest Capital Management
Oregon
$36.6K -$37K -960 -51%
BHWM
368
Beaird Harris Wealth Management
Texas
$36.5K – – –
CT
369
Colonial Trust
South Carolina
$35.5K – – –
Bessemer Group
370
Bessemer Group
New Jersey
$34K – – –
WP
371
WealthShield Partners
North Carolina
$32.7K -$154K -3,997 -83%
VWWMG
372
Vermillion & White Wealth Management Group
Pennsylvania
$31.8K -$2.87M -74,427 -99%
MA
373
MCF Advisors
Kentucky
$26.5K +$25.8K +669 New
AWM
374
Ameliora Wealth Management
Switzerland
$25.5K -$271K -7,020 -92%
WWM
375
Wolff Wiese Magana
California
$24.8K +$24.1K +625 New
13 14
15
16 17

HEFA Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2025, worth a combined $5.67B — up 0.34% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HEFA and 41 opened new positions — a net loss of 23 holders — while 179 trimmed existing stakes and 139 added.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $69.1M. The largest seller was Envestnet Asset Management, cutting an estimated $71.5M.

  • 424 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2025, down from 457 in Q2 2025.
  • Funds reported $5.67B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2025, up 0.34% quarter-over-quarter.
  • 41 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2025 and 64 closed out, a net change of -23 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2025 was NorthRock Partners, an estimated $69.1M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2025.