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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
DAS
176
Dynamic Advisor Solutions
Arizona
$1.41M -$14K -382 -1%
KIM
177
Kestra Investment Management
Texas
$1.41M +$710K +19,424 +106%
Comerica Bank
178
Comerica Bank
Texas
$1.39M -$657K -17,965 -33%
PS
179
Principal Securities
Iowa
$1.39M +$502K +13,736 +60%
IFG
180
Independent Financial Group
California
$1.33M +$301K +8,233 +31%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M +$7.49K +205 +0.6%
ACM
182
Absolute Capital Management
Pennsylvania
$1.31M -$250K -6,846 -17%
CF
183
Centaurus Financial
California
$1.3M +$55.5K +1,517 +5%
FCM
184
Firestone Capital Management
Florida
$1.29M -$158K -4,329 -11%
AAS
185
Ameritas Advisory Services
Nebraska
$1.26M -$266K -7,266 -18%
VA
186
Valmark Advisers
Ohio
$1.22M +$64.9K +1,775 +6%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$1.17M -$10.2K -280 -0.9%
DSN
188
D. Scott Neal
Kentucky
$1.17M +$4.28K +117 +0.4%
KWS
189
Keystone Wealth Services
California
$1.16M +$4.39K +120 +0.4%
Citadel Advisors
190
Citadel Advisors
Florida
$1.15M +$1.1M +30,168 New
AFG
191
Atomi Financial Group
New York
$1.14M +$873K +23,893 +396%
LA
192
LexAurum Advisors
Kansas
$1.1M -$47.7K -1,306 -4%
DCM
193
Dimension Capital Management
Florida
$1.09M
Corient Private Wealth
194
Corient Private Wealth
Florida
$1.09M +$34.7K +948 +3%
TWM
195
Trinity Wealth Management
Pennsylvania
$1.08M -$219K -5,993 -17%
BFS
196
Burkett Financial Services
South Carolina
$1.06M -$44.7K -1,223 -4%
DWT
197
Dorsey & Whitney Trust
South Dakota
$1.06M
AG
198
Ascent Group
Virginia
$1.05M -$10.2M -280,187 -91%
EC
199
Elequin Capital
New York
$1.02M -$313K -8,567 -24%
KSWA
200
Kathleen S. Wright Associates
Pennsylvania
$1.02M

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.