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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
Fisher Asset Management
526
Fisher Asset Management
Washington
-$288K -7,933 Closed
APC
527
Aspire Private Capital
North Carolina
-$272K -7,504 Closed
AIA
528
Accelerate Investment Advisors
California
-$269K -7,418 Closed
CWA
529
Clearview Wealth Advisors
Oregon
-$253K -6,984 Closed
HKIMG
530
Hutchens & Kramer Investment Management Group
Indiana
-$248K -6,836 Closed
FHB
531
First Hawaiian Bank
Hawaii
-$242K -6,655 Closed
WCM
532
WealthTrak Capital Management
Virginia
-$238K -6,546 Closed
Lido Advisors
533
Lido Advisors
California
-$237K -6,531 Closed
Millennium Management
534
Millennium Management
New York
-$234K -6,456 Closed
AIP
535
Almanack Investment Partners
Pennsylvania
-$225K -6,213 Closed
LSA
536
Lion Street Advisors
Texas
-$223K -6,155 Closed
LWM
537
LongView Wealth Management
Georgia
-$207K -5,709 Closed
LA
538
Lifeworks Advisors
Michigan
-$206K -5,670 Closed
EL
539
EQ LLC
Washington
-$205K -5,639 Closed
BFA
540
Beacon Financial Advisory
Ohio
-$203K -5,595 Closed
GM
541
GeoWealth Management
Illinois
-$159K -4,386 Closed
SW
542
SVB Wealth
Massachusetts
-$81.7K -2,250 Closed
ZRP
543
Zynergy Retirement Planning
New Jersey
-$57.6K -1,657 Closed
CA
544
Continuum Advisory
Idaho
-$51.8K -1,427 Closed
OP
545
ORG Partners
Indiana
-$51K -1,404 Closed
GFPC
546
Global Financial Private Client
Florida
-$45.4K -1,251 Closed
HPC
547
HM Payson & Co
Maine
-$38.6K -1,063 Closed
NP
548
NorthRock Partners
Minnesota
-$28.9K -797 Closed
T
549
Transce3nd
Texas
-$28.4K -783 Closed
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
-$10.5K -290 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.