We are live on ! Find out more
HEFA icon

iShares Currency Hedged MSCI EAFE ETF
HEFA

522 hedge funds and large institutions have $7.15B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 222 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 35

134% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 95

50% more funds holding in top 10

Funds holding in top 10: 22 → 33 (+11)

43% more capital invested

Capital invested by funds: $5B → $7.15B (+$2.15B)

22% more funds holding

Funds holding: 429 → 522 (+93)

1.24% more ownership

Funds ownership: 91.74% → 92.98% (+1.2%)

Holders
522
Holders Change
+93
Holders Change %
+21.68%
% of All Funds
7%
Holding in Top 10
33
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
136
Increased
222
Reduced
95
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$491M
2
LPL Financial
LPL Financial
California
+$172M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$139M
4
Ameriprise
Ameriprise
Minnesota
+$115M
5
JP Morgan Chase
JP Morgan Chase
New York
+$115M

Top Sellers

Rank Fund Capital Flow
1
QWP
Quotient Wealth Partners
Texas
-$24.1M
2
DWM
Dynasty Wealth Management
Florida
-$21.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16M
4
CI
CX Institutional
Indiana
-$14.2M
5
Bank of America
Bank of America
North Carolina
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
126
Fiduciary Trust
Massachusetts
$4.09M – – –
CIAS
127
Capital Investment Advisory Services
North Carolina
$4.07M -$57.2K -1,569 -1%
CIA
128
Concurrent Investment Advisors
Florida
$4.03M +$186K +5,090 +5%
AF
129
Advisornet Financial
Minnesota
$3.97M +$114K +3,122 +3%
SW
130
SteelPeak Wealth
California
$3.92M +$3.94M +108,107 New
EH
131
Equitable Holdings
New York
$3.65M +$1.59M +43,666 +77%
DA
132
Detalus Advisors
Missouri
$3.62M +$2.74M +75,208 +308%
SP
133
Stonebrook Private
Michigan
$3.6M +$3.24M +88,940 +866%
PCA
134
Prosperity Capital Advisors
Ohio
$3.59M +$36K +987 +1%
CC
135
Cypress Capital
Tennessee
$3.57M -$3.34M -91,509 -48%
CPG
136
Cornerstone Planning Group
New Jersey
$3.57M +$16K +440 +0.4%
PA
137
PFG Advisors
Arizona
$3.56M +$1.69M +46,483 +90%
SHIM
138
Stone House Investment Management
Pennsylvania
$3.52M +$3.19M +87,442 +928%
SB
139
Strategic Blueprint
Georgia
$3.41M -$2.84M -77,949 -45%
SHJ
140
Sharkey, Howes & Javer
Colorado
$3.35M +$2.98M +81,691 +768%
HFA
141
High Falls Advisors
New York
$3.35M +$3.37M +92,315 New
PWM
142
Perigon Wealth Management
California
$3.33M +$2.33M +63,963 +230%
CL
143
CVFG LLC
Indiana
$3.3M +$113K +3,111 +4%
OAP
144
One Advisory Partners
Kansas
$3.3M +$3.32M +90,975 New
KFGK
145
Keystone Financial Group (Kentucky)
Kentucky
$3.29M -$3.14M -86,217 -49%
IWM
146
IHT Wealth Management
Illinois
$3.25M -$8.89K -244 -0.3%
AA
147
Ancora Advisors
Ohio
$3.23M +$231K +6,334 +8%
CIAS
148
CFS Investment Advisory Services
New Jersey
$3.21M +$3.22M +88,355 New
SWC
149
Spectrum Wealth Counsel
Indiana
$3.15M +$3.06M +83,957 +3,101%
IWA
150
IVC Wealth Advisors
Pennsylvania
$3.12M +$3.13M +85,923 New
4 5
6
7 8

HEFA Hedge Fund Activity: Q1 2025 in Review

522 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q1 2025, worth a combined $7.15B — up 43% from $5B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new HEFA positions and 35 closed out — a net gain of 101 holders — while 222 added to existing stakes and 95 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $491M. The largest seller was Quotient Wealth Partners, cutting an estimated $24.1M.

  • 522 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q1 2025, up from 429 in Q4 2024.
  • Funds reported $7.15B of iShares Currency Hedged MSCI EAFE ETF stock for Q1 2025, up 43% quarter-over-quarter.
  • 136 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q1 2025 and 35 closed out, a net change of +101 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $491M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q1 2025 was Quotient Wealth Partners, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2025.