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 %
SPIA
101
Steward Partners Investment Advisory
New York
$5.51M +$4.25M +117,017 +337%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$5.33M +$350K +9,641 +7%
RIA
103
Regal Investment Advisors
Michigan
$5.13M +$1.67M +45,948 +48%
TW
104
Traveka Wealth
California
$5.12M -$297K -8,180 -5%
SAM
105
Summit Asset Management
Tennessee
$4.95M – – –
WWG
106
West Wealth Group
California
$4.89M +$3.67M +101,052 +302%
MA
107
Mutual Advisors
Nebraska
$4.65M -$116K -3,230 -2%
SPC
108
Sigma Planning Corp
Michigan
$4.6M +$1.32M +36,249 +40%
IA
109
Integrity Alliance
Iowa
$4.58M +$4.58M +126,123 New
SFO
110
Stokes Family Office
Louisiana
$4.56M +$4.56M +125,752 New
WWM
111
WT Wealth Management
Arizona
$4.51M +$23.6K +651 +0.5%
REMPR
112
Roof Eidam Maycock Peralta (REMP)
California
$4.45M +$1.94M +53,353 +77%
SA
113
Scarborough Advisors
Maryland
$4.43M +$4.43M +122,188 New
Citigroup
114
Citigroup
New York
$4.3M +$100K +2,762 +2%
TAM
115
Titleist Asset Management
Texas
$4.25M -$38.4K -1,058 -0.9%
FFWM
116
Future Financial Wealth Management
Ohio
$4.22M +$133K +3,677 +3%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$4.21M +$1.8M +49,175 +75%
William Blair & Company
118
William Blair & Company
Illinois
$4.19M +$1.09M +29,948 +35%
DWM
119
DecisionMap Wealth Management
Virginia
$4.16M -$5.37K -148 -0.1%
SWM
120
Scissortail Wealth Management
Oklahoma
$4.14M +$4.14M +113,995 New
TW
121
TritonPoint Wealth
Maryland
$4.12M -$444K -12,236 -10%
SWM
122
Spire Wealth Management
Virginia
$4.11M -$71.9K -1,982 -2%
FT
123
Fiduciary Trust
Massachusetts
$4.09M – – –
CIAS
124
Capital Investment Advisory Services
North Carolina
$4.07M -$56.9K -1,569 -1%
CIA
125
Concurrent Investment Advisors
Florida
$4.03M +$185K +5,090 +5%
3 4
5
6 7