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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
PWM
201
Perigon Wealth Management
California
$1.01M -$2.38M -65,185 -71%
GIA
202
Gladstone Institutional Advisory
Florida
$1,000K +$39.8K +1,089 +4%
IA
203
Integrity Alliance
Iowa
$966K -$3.68M -100,675 -80%
Creative Planning
204
Creative Planning
Kansas
$961K +$93.4K +2,554 +11%
WIM
205
WealthPlan Investment Management
Nebraska
$954K +$918K +25,119 New
Tudor Investment Corp
206
Tudor Investment Corp
Connecticut
$953K +$918K +25,107 New
FCBT
207
First Citizens Bank & Trust
North Carolina
$953K -$69.5K -1,900 -7%
SFA
208
Sequoia Financial Advisors
Ohio
$945K -$3.73K -102 -0.4%
CWM
209
Cedar Wealth Management
California
$942K
DA
210
Detalus Advisors
Missouri
$934K -$2.74M -75,046 -75%
BCI
211
Brinker Capital Investments
Pennsylvania
$926K -$2.21M -60,407 -71%
HGA
212
Hobbs Group Advisors
South Carolina
$915K -$27K -738 -3%
EH
213
Equitable Holdings
New York
$912K -$2.79M -76,446 -76%
SB
214
Strategic Blueprint
Georgia
$879K -$2.59M -70,718 -75%
SMA
215
Sage Mountain Advisors
Georgia
$869K -$229K -6,269 -22%
PFG
216
PAX Financial Group
Texas
$864K -$2.24M -61,326 -73%
P
217
&Partners
Tennessee
$848K -$903K -24,687 -52%
CIA
218
Choate Investment Advisors
Massachusetts
$837K
ONB
219
Old National Bancorp
Indiana
$834K +$113K +3,085 +16%
AssetMark Inc
220
AssetMark Inc
California
$827K -$802K -21,932 -50%
OMC
221
Old Mission Capital
Illinois
$817K +$787K +21,535 New
CC
222
Copperleaf Capital
North Carolina
$805K +$64.9K +1,774 +9%
FC
223
Forte Capital
New York
$790K +$43.9K +1,200 +6%
SIAS
224
Summit Investment Advisory Services
Minnesota
$789K -$11.3K -309 -1%
BCM
225
Brookstone Capital Management
Illinois
$781K -$1.66M -45,444 -69%

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.