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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
FLA
176
Financial Life Advisors
Texas
$2.32M +$368K +10,105 +19%
MCM
177
MAI Capital Management
Ohio
$2.31M +$8.24K +226 +0.4%
KG
178
Kilter Group
New York
$2.25M +$2.26M +62,063 New
MGWM
179
Marks Group Wealth Management
Minnesota
$2.25M +$2.26M +61,961 New
SSW
180
Stone Summit Wealth
Florida
$2.22M +$16.3K +447 +0.7%
BFPW
181
BOK Financial Private Wealth
Colorado
$2.21M -$140K -3,827 -6%
CWM
182
Cornerstone Wealth Management
Missouri
$2.13M -$84.8K -2,325 -4%
TF
183
Trek Financial
Arizona
$2.13M +$2.14M +58,654 New
FCMA
184
Foresight Capital Management Advisors
Michigan
$2.06M -$2.44M -67,038 -54%
TWM
185
TSA Wealth Management
Texas
$2M +$2.01M +55,144 New
Comerica Bank
186
Comerica Bank
Texas
$1.98M +$6.31K +173 +0.3%
VA
187
VestGen Advisors
Illinois
$1.97M +$1.98M +54,252 New
I
188
INVST
Indiana
$1.91M +$1.92M +52,763 New
AR
189
Apeiron RIA
Texas
$1.82M +$1.83M +50,248 New
FHA
190
First Horizon Advisors
Tennessee
$1.79M +$1.64M +45,053 +1,064%
KWM
191
Keebeck Wealth Management
Illinois
$1.79M +$1.8M +49,268 New
SCA
192
Snowden Capital Advisors
New York
$1.78M +$1.43M +39,261 +406%
SWP
193
ShoreHaven Wealth Partners
New Jersey
$1.75M +$1.75M +48,133 New
GBT
194
Grove Bank & Trust
Florida
$1.72M – – –
P
195
&Partners
Tennessee
$1.71M +$782K +21,448 +84%
RPGNY
196
Retirement Planning Group (New York)
New York
$1.69M +$172K +4,715 +11%
SL
197
Sentinus LLC
Illinois
$1.61M +$1.61M +44,277 New
TPA
198
Trivium Point Advisory
Connecticut
$1.61M +$359K +9,835 +29%
CFG
199
Citizens Financial Group
Rhode Island
$1.6M -$21K -576 -1%
AssetMark Inc
200
AssetMark Inc
California
$1.59M +$1.03M +28,345 +185%
6 7
8
9 10

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.