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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
LWM
51
Lighthouse Wealth Management
Ohio
$12.7M -$304K -8,310 -2%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$12.4M -$65.6M -1,794,751 -85%
ECM
53
Exchange Capital Management
Michigan
$12.4M +$598K +16,356 +5%
MWM
54
Modern Wealth Management
Kansas
$11.9M -$232K -6,345 -2%
CAG
55
Csenge Advisory Group
Florida
$11.6M -$669K -18,300 -6%
MWM
56
Meridian Wealth Management
Kentucky
$10.7M -$1.4M -38,368 -12%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$10.4M -$21.1M -577,673 -68%
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$10.3M
FFA
59
Farther Finance Advisors
California
$10.3M -$3.65M -99,877 -27%
AIP
60
Ameritas Investment Partners
Nebraska
$10.2M +$413K +11,294 +4%
SIM
61
Seaview Investment Managers
Florida
$9.74M -$130K -3,548 -1%
VPP
62
Vertex Planning Partners
Illinois
$9.1M -$1.3M -35,472 -13%
AWE
63
Avidian Wealth Enterprises
Texas
$8.74M -$791K -21,627 -9%
KA
64
Kovack Advisors
Florida
$8.43M -$4.28M -117,026 -35%
OIA
65
OneDigital Investment Advisors
Kansas
$8.34M -$26.5M -724,589 -77%
PAS
66
Park Avenue Securities
New York
$7.93M +$7.64M +208,871 New
PIAS
67
PCA Investment Advisory Services
Ohio
$7.75M +$330K +9,040 +5%
DC
68
Darrow Company
Massachusetts
$7.71M +$740K +20,235 +11%
CF
69
Cyr Financial
Illinois
$7.7M +$1.42M +38,978 +24%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$7.63M +$7.35M +201,113 New
NL
71
NEPC LLC
Massachusetts
$7.62M -$4.35K -119 -0.1%
KWM
72
Kingsview Wealth Management
Oregon
$7.57M +$6.4M +175,076 +718%
GVAG
73
Great Valley Advisor Group
Delaware
$7.53M -$72.4K -1,981 -1%
CWP
74
Clark Wealth Partners
Illinois
$7.19M -$5.33M -145,902 -44%
Cerity Partners
75
Cerity Partners
New York
$6.92M +$221K +6,045 +3%

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.