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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
CWM
426
Consultiva Wealth Management
Puerto Rico
$10.9K
TFG
427
Team Financial Group
California
$10.4K +$9.98K +273 New
HAP
428
Harbor Asset Planning
Massachusetts
$9.85K +$9.47K +259 New
CIA
429
Cape Investment Advisory
Georgia
$9.6K -$56.9K -1,556 -86%
AC
430
AlphaCore Capital
California
$7.42K
Kayne Anderson Rudnick Investment Management
431
Kayne Anderson Rudnick Investment Management
California
$7.31K
ST
432
Smithfield Trust
Pennsylvania
$7K
S
433
SignatureFD
Georgia
$6.76K
PPC
434
Park Place Capital
Alabama
$6.7K -$60.7K -1,661 -90%
SIS
435
Sound Income Strategies
Florida
$5.82K -$9.47K -259 -63%
AIC
436
Archer Investment Corporation
Indiana
$5.43K
CA
437
Crewe Advisors
Utah
$5.35K +$5.16K +141 New
BCMLT
438
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.63K
T
439
Tidemark
California
$4.38K -$5.37K -147 -56%
KWM
440
Kiker Wealth Management
Georgia
$4.33K
SFC
441
SYM Financial Corp
Indiana
$3.82K +$3.69K +101 New
JWA
442
JFS Wealth Advisors
Pennsylvania
$3.15K
TFGT
443
TS Financial Group (TSFG)
Illinois
$3K +$3.36K +92 New
BHWM
444
Bay Harbor Wealth Management
Maryland
$2.92K -$1.29M -35,214 -100%
BIA
445
Bell Investment Advisors
California
$2.66K -$43.9K -1,202 -94%
FGC
446
Financial Gravity Companies
Texas
$2.16K +$2.08K +57 New
TPWA
447
Twin Peaks Wealth Advisors
California
$1.55K -$914K -25,005 -100%
TIM
448
Total Investment Management
Arizona
$1.41K +$1.35K +37 New
Fifth Third Bancorp
449
Fifth Third Bancorp
Ohio
$1.41K
SS
450
Sunbelt Securities
Texas
$1.29K -$3.18K -87 -70%

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.