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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
Mariner
26
Mariner
Kansas
$32.7M +$10.6M +289,980 +51%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$30.5M +$2.96M +81,001 +11%
BF
28
Blankinship & Foster
California
$30.5M -$6.87K -188 -0%
JPG
29
Jordan Park Group
California
$30M -$9.24M -252,827 -24%
SC
30
Schoolcraft Capital
Colorado
$26.8M -$5.58M -152,580 -18%
VCM
31
Verde Capital Management
Michigan
$25M +$1.92M +52,580 +9%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$24.6M -$945K -25,843 -4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$23.6M -$20.5M -560,458 -47%
AWC
34
Adamsbrown Wealth Consultants
Kansas
$19.7M +$931K +25,455 +5%
AWM
35
Act Wealth Management
Texas
$18.5M -$193K -5,279 -1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$17.8M -$11.3M -310,164 -40%
AAS
37
Avantax Advisory Services
Texas
$17.7M -$5.02M -137,424 -23%
PWP
38
Prasad Wealth Partners
Ohio
$17.6M +$2.02M +55,279 +14%
SW
39
SoFi Wealth
California
$17.4M +$1.1M +30,139 +7%
GWM
40
Gitterman Wealth Management
New Jersey
$16.7M +$317K +8,659 +2%
VFA
41
Valeo Financial Advisors
Indiana
$16.5M -$1.79M -49,023 -10%
PSIWM
42
Paradigm Strategies in Wealth Management
Minnesota
$16.3M +$457K +12,503 +3%
CA
43
Crumly & Associates
Illinois
$16.2M -$372K -10,178 -2%
BF
44
BOK Financial
Oklahoma
$15.8M -$88.3K -2,415 -0.6%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$15.4M -$230K -6,279 -2%
WCM
46
Weaver Capital Management
Georgia
$15.4M -$44.8K -1,226 -0.3%
DP
47
Denver PWM
Colorado
$15.3M +$773K +21,151 +6%
FTUS
48
Flow Traders U.S.
New York
$15M +$14.5M +396,139 New
PCIA
49
Prime Capital Investment Advisors
Kansas
$13.7M -$4.07M -111,255 -24%
WMG
50
WESCAP Management Group
California
$12.7M +$412K +11,262 +3%

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.