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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
ETC
401
Exchange Traded Concepts
Oklahoma
$44K +$42.4K +1,160 New
CFD
402
Creative Financial Designs
Indiana
$42.2K -$167K -4,561 -80%
KG
403
Kilter Group
New York
$39.4K -$2.23M -61,026 -98%
EWA
404
EverSource Wealth Advisors
Alabama
$36.2K -$120K -3,277 -77%
BHWM
405
Beaird Harris Wealth Management
Texas
$35K -$1.97K -54 -6%
CT
406
Colonial Trust
South Carolina
$34K -$21K -575 -39%
AW
407
Avion Wealth
Texas
$32K
Bessemer Group
408
Bessemer Group
New Jersey
$32K
LFA
409
LGT Financial Advisors
Texas
$31K -$113K -3,078 -79%
HBW
410
Hazlett, Burt & Watson
West Virginia
$29K +$1.1K +30 +4%
FFA
411
Frazier Financial Advisors
Ohio
$27.6K
MYIA
412
Mount Yale Investment Advisors
Colorado
$27.3K -$745K -20,372 -97%
MHR
413
Matthew Hamilton Rosenberg
$21.9K -$6.11K -167 -22%
BWL
414
Bogart Wealth LLC
Virginia
$20.7K -$2.38K -65 -11%
HWM
415
Hemington Wealth Management
Virginia
$18K +$18.3K +500 New
RIA
416
Realta Investment Advisors
Delaware
$17.4K
LFG
417
Larson Financial Group
Missouri
$17.4K +$15.9K +434 +1,808%
SWP
418
Strategic Wealth Partners
Ohio
$16.9K +$16.3K +446 New
PAG
419
Paladin Advisory Group
Iowa
$16.5K
WFA
420
Wells Financial Advisors
Massachusetts
$16.1K
PWA
421
Physician Wealth Advisors
Utah
$13.5K -$3.1M -84,797 -100%
GWANC
422
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.4K -$28.3K -773 -69%
BLC
423
Brown, Lisle/Cummings
Rhode Island
$12.5K
GWSG
424
GPS Wealth Strategies Group
Colorado
$12.5K +$1.1K +30 +10%
RF
425
Rossby Financial
Florida
$11.9K

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.