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 %
OPS
151
Orion Portfolio Solutions
Nebraska
$3.08M +$2.55M +70,303 +485%
PFG
152
PAX Financial Group
Texas
$3.05M +$2.09M +57,709 +219%
AC
153
Apella Capital
Connecticut
$2.95M +$2.95M +85,723 New
OWA
154
One Wealth Advisors
California
$2.95M +$2.65M +73,074 +886%
WA
155
Wealth Alliance
New York
$2.94M +$2.94M +81,017 New
TFS
156
Thoroughbred Financial Services
Tennessee
$2.89M +$970K +26,732 +50%
ATPW
157
Ashton Thomas Private Wealth
Arizona
$2.88M +$1.51M +41,674 +111%
BTI
158
Blue Trust Inc
Georgia
$2.85M +$2.78M +76,616 +3,737%
KFSC
159
Keystone Financial Services (Colorado)
Colorado
$2.8M +$2.8M +77,082 New
PAG
160
Private Advisor Group
New Jersey
$2.74M -$4.9M -135,143 -64%
AWA
161
Aaron Wealth Advisors
Illinois
$2.72M -$280K -7,703 -9%
Deutsche Bank
162
Deutsche Bank
Germany
$2.72M +$2.72M +75,000 New
AWM
163
Apollon Wealth Management
South Carolina
$2.7M +$651K +17,935 +32%
FA
164
Financial Advisors
Massachusetts
$2.69M – – –
ASN
165
Advisory Services Network
Georgia
$2.67M +$1.73M +47,733 +185%
VWA
166
VERITY Wealth Advisors
United States
$2.6M -$359K -9,880 -12%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$2.56M +$2.56M +70,494 New
CAAS
168
Capital Asset Advisory Services
Michigan
$2.49M +$104K +2,853 +4%
AWM
169
Axxcess Wealth Management
California
$2.48M +$115K +3,177 +5%
BIA
170
Bigelow Investment Advisors
Maine
$2.47M +$3.67K +101 +0.1%
CWS
171
Cypress Wealth Services
California
$2.45M +$1.93M +53,186 +371%
BCM
172
Brookstone Capital Management
Illinois
$2.4M +$1.69M +46,509 +238%
FLA
173
Financial Life Advisors
Texas
$2.32M +$367K +10,105 +19%
MCM
174
MAI Capital Management
Ohio
$2.31M +$8.2K +226 +0.4%
KG
175
Kilter Group
New York
$2.25M +$2.25M +62,063 New
5 6
7
8 9