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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
KG
376
Kilter Group
New York
$24.4K -$16.3K -422 -41%
LFA
377
LGT Financial Advisors
Texas
$21.8K -$10.2K -265 -32%
BWL
378
Bogart Wealth LLC
Virginia
$21.6K – – –
SW
379
SoFi Wealth
California
$20.6K -$17.6M -457,354 -100%
WANY
380
Wealthspire Advisors (New York)
New York
$19.7K +$19.2K +498 New
HWM
381
Hemington Wealth Management
Virginia
$19K – – –
RIA
382
Realta Investment Advisors
Delaware
$18.1K – – –
PAG
383
Paladin Advisory Group
Iowa
$17.2K – – –
WFA
384
Wells Financial Advisors
Massachusetts
$16.8K – – –
SIS
385
Sound Income Strategies
Florida
$16.6K +$9.87K +256 +167%
FLFS
386
Family Legacy Financial Solutions
North Carolina
$16.3K +$15.9K +412 New
CF
387
Collier Financial
Colorado
$14.2K +$13.9K +360 New
BLC
388
Brown, Lisle/Cummings
Rhode Island
$13.1K – – –
RF
389
Rossby Financial
Florida
$12.5K – – –
CWM
390
Consultiva Wealth Management
Puerto Rico
$11.3K – – –
PTC
391
Private Trust Company
Ohio
$11.2K -$165K -4,284 -94%
TFG
392
Team Financial Group
California
$11K +$154 +4 +1%
HAP
393
Harbor Asset Planning
Massachusetts
$10.5K +$193 +5 +2%
SIA
394
Strategic Investment Advisors
Michigan
$8.52K +$600K +15,578 New
PWA
395
Physician Wealth Advisors
Utah
$8.44K -$5.47K -142 -40%
TWM
396
Tripletail Wealth Management
Florida
$8.03K +$7.63K +198 New
AC
397
AlphaCore Capital
California
$7.88K +$116 +3 +2%
Kayne Anderson Rudnick Investment Management
398
Kayne Anderson Rudnick Investment Management
California
$7.76K +$154 +4 +2%
LFG
399
Larson Financial Group
Missouri
$7.72K -$10.1K -263 -57%
JHCP
400
Jackson Hole Capital Partners
Oklahoma
$7.13K +$6.94K +180 New
14 15
16
17 18

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.