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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
AWM
476
Apex Wealth Management
New Hampshire
-$1.48M -40,850 Closed
CA
477
Clearstead Advisors
Ohio
-$1.46M -40,134 Closed
SL
478
SWMG LLC
Texas
-$1.43M -39,994 Closed
MW
479
Maia Wealth
Colorado
-$1.34M -39,587 Closed
HWM
480
Hobbs Wealth Management
Indiana
-$1.4M -38,448 Closed
CAM
481
Cobblestone Asset Management
Virginia
-$1.34M -36,807 Closed
QPWM
482
Quadrant Private Wealth Management
Pennsylvania
-$1.32M -36,375 Closed
MFA
483
Mayflower Financial Advisors
Massachusetts
-$1.3M -35,718 Closed
TC
484
TownSquare Capital
Utah
-$1.26M -34,807 Closed
MCM
485
M1 Capital Management
Michigan
-$1.18M -32,425 Closed
SWM
486
SigFig Wealth Management
California
-$1.18M -32,175 Closed
BBA
487
Braun-Bostich & Associates
Pennsylvania
-$1.1M -30,340 Closed
TVM
488
True Vision MN
Minnesota
-$946K -26,078 Closed
LWA
489
Lifelong Wealth Advisors
Minnesota
-$875K -24,107 Closed
EPW
490
Endeavor Private Wealth
Kansas
-$840K -23,155 Closed
BWMG
491
Barnes Wealth Management Group
California
-$823K -22,666 Closed
TWM
492
Tradition Wealth Management
Minnesota
-$820K -22,585 Closed
LF
493
Lantz Financial
Illinois
-$778K -21,440 Closed
HPM
494
Hoxton Planning & Management
West Virginia
-$776K -21,389 Closed
Baird Financial Group
495
Baird Financial Group
Wisconsin
-$746K -20,555 Closed
RBFC
496
Roman Butler Fullerton & Co
Missouri
-$694K -20,179 Closed
MWM
497
McNaughton Wealth Management
California
-$667K -18,375 Closed
FIC
498
Family Investment Center
Missouri
-$645K -17,782 Closed
GWP
499
Gateway Wealth Partners
Wisconsin
-$642K -17,682 Closed
SFM
500
Signet Financial Management
New Jersey
-$629K -17,345 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.