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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
FFA
476
Frazier Financial Advisors
Ohio
– -$27.6K -728 Closed
MYIA
477
Mount Yale Investment Advisors
Colorado
– -$27.3K -718 Closed
MHR
478
Matthew Hamilton Rosenberg
– -$21.9K -577 Closed
GWANC
479
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$13.4K -353 Closed
S
480
SignatureFD
Georgia
– -$6.76K -178 Closed
PPC
481
Park Place Capital
Alabama
– -$6.7K -177 Closed
BCMLT
482
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$4.63K -122 Closed
KWM
483
Kiker Wealth Management
Georgia
– -$4.33K -114 Closed
SFC
484
SYM Financial Corp
Indiana
– -$3.82K -101 Closed
BHWM
485
Bay Harbor Wealth Management
Maryland
– -$2.92K -77 Closed
BIA
486
Bell Investment Advisors
California
– -$2.66K -70 Closed
TPWA
487
Twin Peaks Wealth Advisors
California
– -$1.55K -40 Closed
TIM
488
Total Investment Management
Arizona
– -$1.41K -37 Closed
NRC
489
New Republic Capital
North Carolina
– -$531 -14 Closed
HR
490
Howe & Rusling
New York
– -$266 -7 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.