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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
ST
401
Smithfield Trust
Pennsylvania
$7K – – –
CIA
402
Cape Investment Advisory
Georgia
$6.46K -$3.47K -90 -36%
CTC
403
Central Trust Company
Missouri
$6.22K +$4.82K +125 +391%
AIC
404
Archer Investment Corporation
Indiana
$5.66K – – –
TFGT
405
TS Financial Group (TSFG)
Illinois
$4K – – –
T
406
Tidemark
California
$3.92K -$617 -16 -14%
JWA
407
JFS Wealth Advisors
Pennsylvania
$3.29K – – –
WSFS
408
Wilmington Savings Fund Society
Delaware
$2.42K +$2.35K +61 New
FGAM
409
Financial Gravity Asset Management
Texas
$2.26K +$2.2K +57 New
CA
410
Crewe Advisors
Utah
$2.1K -$3.39K -88 -62%
ETC
411
Exchange Traded Concepts
Oklahoma
$1.54K -$43.2K -1,121 -97%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$1.47K – – –
RCM
413
Raleigh Capital Management
North Carolina
$1.33K +$39 +1 +3%
TRCT
414
Tower Research Capital (TRC)
New York
$1.31K -$60K -1,556 -98%
NC
415
North Capital
Utah
$1.27K +$39 +1 +3%
MCA
416
Midwest Capital Advisors
Michigan
$1.23K – – –
RFP
417
Root Financial Partners
California
$1.23K +$1.2K +31 New
BlackRock
418
BlackRock
New York
$911 -$53.8K -1,395 -98%
AFWM
419
Abich Financial Wealth Management
Virginia
$871 +$848 +22 New
WOSD
420
WFA of San Diego
California
$753 +$732 +19 New
EWM
421
EPG Wealth Management
Georgia
$673 – – –
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$594 -$195K -5,066 -100%
PWM
423
Provident Wealth Management
Tennessee
$475 +$463 +12 New
LWA
424
Lowe Wealth Advisors
Maryland
$436 +$424 +11 New
PMFA
425
Plante Moran Financial Advisors
Michigan
$15 – – –
15 16
17
18 19

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.