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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
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$150K +$130K +3,545 +875%
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$149K
BDPWM
378
Barnes Dennig Private Wealth Management
Ohio
$140K +$134K +3,677 New
Franklin Resources
379
Franklin Resources
California
$125K +$121K +3,306 New
BIG
380
Brooklyn Investment Group
New York
$122K -$77.7K -2,125 -40%
WT
381
Whittier Trust
California
$118K
FFA
382
Founders Financial Alliance
North Carolina
$105K -$7.97K -218 -7%
SA
383
Scarborough Advisors
Maryland
$100K -$4.37M -119,547 -98%
CAL
384
Capital Analysts LLC
Pennsylvania
$100K -$1.14M -31,141 -92%
HI
385
Harbour Investments
Wisconsin
$87.6K -$164K -4,492 -66%
CAWM
386
Capital A Wealth Management
Pennsylvania
$84.2K +$75.6K +2,068 +342%
HT
387
Headlands Technologies
Illinois
$72.8K -$58.5K -1,600 -45%
OLVIG
388
Oliver Lagore Vanvalin Investment Group
Michigan
$72K +$72.6K +1,985 New
NCM
389
Northwest Capital Management
Oregon
$71.6K
ZBNA
390
Zions Bancorporation, National Association
Utah
$70.6K
NS
391
NBC Securities
Alabama
$65K
TRCT
392
Tower Research Capital (TRC)
New York
$60.3K +$57.4K +1,569 +7,845%
PFBT
393
Parkside Financial Bank & Trust
Missouri
$59.2K
BlackRock
394
BlackRock
New York
$53.8K -$821K -22,452 -94%
WPWM
395
Western Pacific Wealth Management
Illinois
$53.8K +$51.8K +1,417 New
AF
396
Allworth Financial
California
$52.9K -$9.43K -258 -16%
AUB
397
Atlantic Union Bankshares
Virginia
$47.1K +$45.3K +1,240 New
FF
398
Friedenthal Financial
New Jersey
$45.6K
BA
399
Bellwether Advisors
Nebraska
$44.9K
BTI
400
Blue Trust Inc
Georgia
$44.1K -$2.83M -77,503 -99%

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.