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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
RCM
451
Raleigh Capital Management
North Carolina
$1.25K -$316K -8,652 -100%
CTC
452
Central Trust Company
Missouri
$1.22K
MCA
453
Midwest Capital Advisors
Michigan
$1.18K -$5.37K -147 -83%
NC
454
North Capital
Utah
$1.18K
EWM
455
EPG Wealth Management
Georgia
$645
NRC
456
New Republic Capital
North Carolina
$531 -$62.9K -1,720 -99%
HR
457
Howe & Rusling
New York
$266 +$256 +7 New
Russell Investments Group
458
Russell Investments Group
United Kingdom
$13
SFA
459
Semmax Financial Advisors
North Carolina
$12 -$157K -4,289 Closed
AWMS
460
Advocacy Wealth Management Services
Georgia
-$16.6M -456,158 Closed
VCM
461
Virtue Capital Management
Tennessee
-$13.6M -375,642 Closed
WA
462
Win Advisors
Florida
-$12.1M -334,071 Closed
OAM
463
Oppenheimer Asset Management
New York
-$10.5M -290,024 Closed
CAM
464
Clarity Asset Management
Iowa
-$10.5M -289,708 Closed
SW
465
SteelPeak Wealth
California
-$3.92M -108,107 Closed
HFA
466
High Falls Advisors
New York
-$3.35M -92,315 Closed
OAP
467
One Advisory Partners
Kansas
-$3.3M -90,975 Closed
CIAS
468
CFS Investment Advisory Services
New Jersey
-$3.21M -88,355 Closed
WA
469
Wealth Alliance
New York
-$2.94M -81,017 Closed
KFSC
470
Keystone Financial Services (Colorado)
Colorado
-$2.8M -77,082 Closed
MGWM
471
Marks Group Wealth Management
Minnesota
-$2.25M -61,961 Closed
VA
472
VestGen Advisors
Illinois
-$1.97M -54,252 Closed
I
473
INVST
Indiana
-$1.91M -52,763 Closed
SL
474
Sentinus LLC
Illinois
-$1.61M -44,277 Closed
KFS
475
Kelly Financial Services
Massachusetts
-$1.57M -43,396 Closed

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.