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iShares Currency Hedged MSCI EAFE ETF
HEFA

522 hedge funds and large institutions have $7.15B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 222 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 35

134% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 95

50% more funds holding in top 10

Funds holding in top 10: 22 → 33 (+11)

43% more capital invested

Capital invested by funds: $5B → $7.15B (+$2.15B)

22% more funds holding

Funds holding: 429 → 522 (+93)

1.24% more ownership

Funds ownership: 91.74% → 92.98% (+1.2%)

Holders
522
Holders Change
+93
Holders Change %
+21.68%
% of All Funds
7%
Holding in Top 10
33
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
136
Increased
222
Reduced
95
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$491M
2
LPL Financial
LPL Financial
California
+$172M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$139M
4
Ameriprise
Ameriprise
Minnesota
+$115M
5
JP Morgan Chase
JP Morgan Chase
New York
+$115M

Top Sellers

Rank Fund Capital Flow
1
QWP
Quotient Wealth Partners
Texas
-$24.1M
2
DWM
Dynasty Wealth Management
Florida
-$21.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16M
4
CI
CX Institutional
Indiana
-$14.2M
5
Bank of America
Bank of America
North Carolina
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
501
Investors Research Corp
Georgia
$6.17K – – –
ST
502
Smithfield Trust
Pennsylvania
$6K – – –
IWM
503
IMG Wealth Management
Florida
$5.77K +$5.8K +159 New
AIC
504
Archer Investment Corporation
Indiana
$5.19K – – –
HIA
505
Harbor Investment Advisory
Maryland
$4.61K +$4.3K +118 +1,311%
SS
506
Sunbelt Securities
Texas
$4.5K +$3.17K +87 +235%
BCMLT
507
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.43K – – –
Qube Research & Technologies (QRT)
508
Qube Research & Technologies (QRT)
United Kingdom
$4.36K +$4.37K +120 New
KWM
509
Kiker Wealth Management
Georgia
$4.14K – – –
JWA
510
JFS Wealth Advisors
Pennsylvania
$3.01K – – –
Q1WB
511
Quest 10 Wealth Builders
Virginia
$2.14K +$2.15K +59 New
FGAM
512
Financial Gravity Asset Management
Texas
$2.07K +$2.08K +57 New
PMFA
513
Plante Moran Financial Advisors
Michigan
$1.78K -$3.86K -106 -68%
TAM
514
Tucker Asset Management
Colorado
$1.71K -$547 -15 -24%
Fifth Third Bancorp
515
Fifth Third Bancorp
Ohio
$1.34K – – –
CTC
516
Central Trust Company
Missouri
$1.16K – – –
NC
517
North Capital
Utah
$1.13K +$1.13K +31 New
MBFW
518
Morton Brown Family Wealth
Pennsylvania
$1.02K – – –
LFG
519
Larson Financial Group
Missouri
$871 +$583 +16 +200%
TRCT
520
Tower Research Capital (TRC)
New York
$726 -$1.06K -29 -59%
EWM
521
EPG Wealth Management
Georgia
$617 – – –
CSC
522
Caldwell Sutter Capital
California
$581 – – –
WSFS
523
Wilmington Savings Fund Society
Delaware
$363 – – –
Russell Investments Group
524
Russell Investments Group
United Kingdom
$13 – – –
PAS
525
Park Avenue Securities
New York
– -$5.81M -167,257 Closed
19 20
21
22 23

HEFA Hedge Fund Activity: Q1 2025 in Review

522 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2025, worth a combined $7.15B — up 43% from $5B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new HEFA positions and 35 closed out — a net gain of 101 holders — while 222 added to existing stakes and 95 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $491M. The largest seller was Quotient Wealth Partners, cutting an estimated $24.1M.

  • 522 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2025, up from 429 in Q4 2024.
  • Funds reported $7.15B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2025, up 43% quarter-over-quarter.
  • 136 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2025 and 35 closed out, a net change of +101 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $491M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2025 was Quotient Wealth Partners, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2025.