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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
FWP
451
Firethorn Wealth Partners
Georgia
– -$478K -12,593 Closed
SCM
452
Sollinda Capital Management
Florida
– -$380K -10,011 Closed
GWP
453
Gen-Wealth Partners
Michigan
– -$377K -9,926 Closed
OWCM
454
One Wealth Capital Management
Arizona
– -$373K -9,815 Closed
SMC
455
Smith, Moore & Co
Missouri
– -$361K -9,523 Closed
DT
456
Diversified Trust
Tennessee
– -$359K -9,459 Closed
SA
457
Sovran Advisors
California
– -$343K -9,152 Closed
JC
458
JB Capital
Connecticut
– -$346K -9,102 Closed
SFG
459
Sovereign Financial Group
Connecticut
– -$342K -9,015 Closed
SIM
460
Synergy Investment Management
Florida
– -$298K -7,846 Closed
OWM
461
Opes Wealth Management
California
– -$283K -7,452 Closed
FPAS
462
Focus Partners Advisor Solutions
Missouri
– -$282K -7,432 Closed
VCP
463
Verus Capital Partners
Arizona
– -$272K -7,165 Closed
OAS
464
Optivise Advisory Services
Tennessee
– -$255K -6,708 Closed
AAP
465
Arax Advisory Partners
Colorado
– -$235K -6,179 Closed
CWS
466
Cypress Wealth Services
California
– -$233K -6,145 Closed
APW
467
Austin Private Wealth
Texas
– -$225K -5,940 Closed
SWP
468
ShoreHaven Wealth Partners
New Jersey
– -$224K -5,905 Closed
FFN
469
Focus Financial Network
Minnesota
– -$209K -5,505 Closed
KWA
470
Kingswood Wealth Advisors
California
– -$207K -5,450 Closed
BIG
471
Brooklyn Investment Group
New York
– -$122K -3,227 Closed
HT
472
Headlands Technologies
Illinois
– -$72.8K -1,917 Closed
WPWM
473
Western Pacific Wealth Management
Illinois
– -$53.8K -1,417 Closed
BA
474
Bellwether Advisors
Nebraska
– -$44.9K -1,184 Closed
AW
475
Avion Wealth
Texas
– -$32K -854 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.