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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
Russell Investments Group
426
Russell Investments Group
United Kingdom
$14 – – –
KA
427
Kovack Advisors
Florida
– -$8.43M -221,976 Closed
KW
428
KWB Wealth
California
– -$4.44M -122,473 Closed
SWM
429
Scissortail Wealth Management
Oklahoma
– -$4.52M -119,019 Closed
TAM
430
Titleist Asset Management
Texas
– -$4.43M -116,593 Closed
CIAS
431
Capital Investment Advisory Services
North Carolina
– -$4.17M -109,865 Closed
TPA
432
Trivium Point Advisory
Connecticut
– -$1.76M -46,486 Closed
QC
433
Quadrature Capital
United Kingdom
– -$1.68M -44,369 Closed
AI
434
Atria Investments
North Carolina
– -$1.57M -41,396 Closed
FCMA
435
Foresight Capital Management Advisors
Michigan
– -$1.52M -40,074 Closed
KWS
436
Keystone Wealth Services
California
– -$1.16M -30,641 Closed
WIM
437
WealthPlan Investment Management
Nebraska
– -$954K -25,119 Closed
BCI
438
Brinker Capital Investments
Pennsylvania
– -$926K -24,389 Closed
ONB
439
Old National Bancorp
Indiana
– -$834K -21,983 Closed
CC
440
Copperleaf Capital
North Carolina
– -$805K -21,207 Closed
SWM
441
Stark Wealth Management
Pennsylvania
– -$674K -17,920 Closed
TF
442
Trek Financial
Arizona
– -$676K -17,813 Closed
Renaissance Technologies
443
Renaissance Technologies
New York
– -$634K -16,700 Closed
AR
444
Apeiron RIA
Texas
– -$618K -16,274 Closed
VAS
445
Vestmark Advisory Solutions
Massachusetts
– -$573K -15,106 Closed
FRA
446
FFG Retirement Advisors
Colorado
– -$573K -15,090 Closed
TSS
447
Two Sigma Securities
New York
– -$529K -13,941 Closed
SP
448
Stonebrook Private
Michigan
– -$520K -13,705 Closed
TL
449
Tradewinds LLC
North Carolina
– -$500K -13,168 Closed
BWA
450
Bestgate Wealth Advisors
Maryland
– -$466K -12,848 Closed
16 17
18
19 20

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.