HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

Overview Fund Activity

514 hedge funds and large institutions have $7.12B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 219 increasing their positions, 92 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+90
Holders Change %
+21.23%
% of All Funds
6.98%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.42%
New
134
Increased
219
Reduced
92
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$488M
2
LPL Financial
LPL Financial
California
+$172M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$139M
4
Ameriprise
Ameriprise
Minnesota
+$115M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$114M

Top Sellers

1
QWP
Quotient Wealth Partners
Texas
-$24M
2
DWM
Dynasty Wealth Management
Florida
-$21M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16M
4
CI
CX Institutional
Indiana
-$14.2M
5
Bank of America
Bank of America
North Carolina
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$9.83M -$161K -4,438 -2%
SIM
77
Seaview Investment Managers
Florida
$9.44M +$3.13M +86,325 +50%
AIP
78
Ameritas Investment Partners
Nebraska
$9.37M +$9.37M +258,106 New
AWE
79
Avidian Wealth Enterprises
Texas
$9.14M +$243K +6,685 +3%
APW
80
Austin Private Wealth
Texas
$8.99M +$8.99M +247,855 New
Renaissance Technologies
81
Renaissance Technologies
New York
$8.55M +$4.71M +129,900 +123%
GWM
82
Geneos Wealth Management
Colorado
$8.39M +$8.38M +230,833 +52,343%
IWC
83
Integrated Wealth Concepts
Massachusetts
$8.38M +$4.44M +122,295 +113%
AWM
84
AE Wealth Management
Kansas
$7.47M +$6.74M +185,608 +923%
NL
85
NEPC LLC
Massachusetts
$7.29M – – –
GVAG
86
Great Valley Advisor Group
Delaware
$7.28M -$99.5K -2,742 -1%
PIAS
87
PCA Investment Advisory Services
Ohio
$7.08M +$764K +21,040 +12%
Truist Financial
88
Truist Financial
North Carolina
$6.76M +$5.39M +148,472 +394%
DFG
89
Demars Financial Group
Washington
$6.76M +$287K +10,403 +4%
KAS
90
Kestra Advisory Services
Texas
$6.74M +$1.27M +34,994 +23%
AI
91
Atria Investments
North Carolina
$6.68M +$4.93M +135,891 +283%
DC
92
Darrow Company
Massachusetts
$6.64M +$970K +26,730 +17%
HighTower Advisors
93
HighTower Advisors
Illinois
$6.61M +$781K +21,516 +13%
Cerity Partners
94
Cerity Partners
New York
$6.4M +$311K +8,562 +5%
IWA
95
Icon Wealth Advisors
Texas
$6.37M +$5.07M +139,686 +390%
MPW
96
MA Private Wealth
California
$6.23M +$1.25M +34,522 +25%
RA
97
RFG Advisory
Alabama
$6.11M +$1.17M +32,104 +24%
CF
98
Cyr Financial
Illinois
$5.94M +$246K +6,773 +4%
IFS
99
Ifrah Financial Services
Arkansas
$5.71M +$152K +4,195 +3%
VWWMG
100
Vermillion & White Wealth Management Group
Pennsylvania
$5.57M +$5.42M +149,357 +3,627%
2 3
4
5 6