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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
MLA
501
My Legacy Advisors
Oregon
-$594K -16,379 Closed
RSWM
502
Robertson Stephens Wealth Management
California
-$591K -16,280 Closed
SF
503
SWP Financial
California
-$588K -16,194 Closed
SW
504
Simplicity Wealth
New Jersey
-$586K -16,138 Closed
FHA
505
Flagship Harbor Advisors
Massachusetts
-$581K -16,023 Closed
BFS
506
BridgePort Financial Solutions
Iowa
-$558K -15,375 Closed
MG
507
Mather Group
Illinois
-$551K -15,184 Closed
TF
508
Theory Financial
Colorado
-$542K -14,932 Closed
ICP
509
Impact Capital Partners
Colorado
-$523K -14,400 Closed
WFS
510
WealthGarden F.S.
California
-$490K -13,491 Closed
BIG
511
Bush Investment Group
Georgia
-$485K -13,376 Closed
ICP
512
Interchange Capital Partners
Pennsylvania
-$467K -12,866 Closed
RFP
513
RCS Financial Planning
Maryland
-$455K -12,532 Closed
SVWG
514
Shared Vision Wealth Group
United States
-$441K -12,149 Closed
BW
515
Blalock Williams
Alabama
-$416K -11,474 Closed
CRI
516
Commonwealth Retirement Investments
Virginia
-$416K -11,459 Closed
KAS
517
KPP Advisory Services
Kentucky
-$412K -11,360 Closed
LIA
518
LifePlan Investment Advisors
North Carolina
-$385K -10,619 Closed
DAS
519
Diversify Advisory Services
Utah
-$366K -10,170 Closed
WP
520
WealthPLAN Partners
Nebraska
-$340K -9,380 Closed
FAIM
521
Financial Advocates Investment Management
Washington
-$333K -9,180 Closed
FW
522
FullCircle Wealth
Texas
-$328K -9,160 Closed
SPI
523
Sutton Place Investors
New York
-$329K -9,076 Closed
WAL
524
W Advisors LLC
Tennessee
-$307K -8,446 Closed
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
-$294K -8,113 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.