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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
IWC
126
Integrated Wealth Concepts
Massachusetts
$3.19M -$5.36M -146,729 -64%
BIA
127
Bigelow Investment Advisors
Maine
$3.13M +$529K +14,458 +21%
FIA
128
Foundations Investment Advisors
Arizona
$2.92M -$20.8M -567,612 -88%
Truist Financial
129
Truist Financial
North Carolina
$2.88M -$4.04M -110,401 -59%
VWWMG
130
Vermillion & White Wealth Management Group
Pennsylvania
$2.86M -$2.86M -78,244 -51%
Deutsche Bank
131
Deutsche Bank
Germany
$2.85M
FLA
132
Financial Life Advisors
Texas
$2.84M +$401K +10,982 +17%
FA
133
Financial Advisors
Massachusetts
$2.82M
AWA
134
Aaron Wealth Advisors
Illinois
$2.77M -$75.2K -2,056 -3%
VWA
135
VERITY Wealth Advisors
United States
$2.72M
AC
136
Apella Capital
Connecticut
$2.57M -$613K -16,772 -20%
MCM
137
MAI Capital Management
Ohio
$2.56M +$132K +3,604 +6%
IWA
138
Icon Wealth Advisors
Texas
$2.47M -$4.04M -110,556 -63%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$2.44M -$553K -15,131 -19%
AWM
140
Apollon Wealth Management
South Carolina
$2.41M -$395K -10,795 -15%
BMCM
141
Burns Matteson Capital Management
New York
$2.39M +$993K +27,164 +76%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$2.32M +$956K +26,152 +75%
SSW
143
Stone Summit Wealth
Florida
$2.27M -$51.7K -1,414 -2%
KPWS
144
Kestra Private Wealth Services
Texas
$2.17M +$869K +23,765 +71%
LWM
145
Liberty Wealth Management
California
$2.17M +$2.09M +57,062 New
SC
146
Scotia Capital
Ontario, Canada
$2.16M +$2.08M +56,829 New
PAG
147
Private Advisor Group
New Jersey
$2.05M -$781K -21,357 -28%
BFPW
148
BOK Financial Private Wealth
Colorado
$2.03M -$274K -7,486 -12%
PA
149
PFG Advisors
Arizona
$1.89M -$1.77M -48,294 -49%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$1.88M +$1.04M +28,551 +136%

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.