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iShares Currency Hedged MSCI EAFE ETF
HEFA

424 hedge funds and large institutions have $5.67B invested in iShares Currency Hedged MSCI EAFE ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 139 increasing their positions, 179 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $5.65B → $5.67B (+$19.2M)

1.61% less ownership

Funds ownership: 88.73% → 87.12% (-1.6%)

7% less funds holding

Funds holding: 457 → 424 (-33)

14% less funds holding in top 10

Funds holding in top 10: 29 → 25 (-4)

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 179

36% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 64

Holders
424
Holders Change
-33
Holders Change %
-7.22%
% of All Funds
5.57%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.33%
New
41
Increased
139
Reduced
179
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NP
NorthRock Partners
Minnesota
+$69.1M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$59.1M
3
Goldman Sachs
Goldman Sachs
New York
+$48.1M
4
DWM
Dynasty Wealth Management
Florida
+$21.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.5M
2
LPL Financial
LPL Financial
California
-$70.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$46.6M
4
MC
McMorgan & Co
California
-$44.7M
5
Ameriprise
Ameriprise
Minnesota
-$33.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
201
World Investment Advisors
California
$780K -$16.1K -419 -2%
KIM
202
Kestra Investment Management
Texas
$777K -$702K -18,213 -48%
EWA
203
EverSource Wealth Advisors
Alabama
$776K +$718K +18,638 +1,954%
FCBT
204
First Citizens Bank & Trust
North Carolina
$766K -$222K -5,765 -23%
DA
205
Detalus Advisors
Missouri
$732K -$237K -6,136 -25%
OWM
206
OneAscent Wealth Management
Alabama
$729K -$62.1K -1,612 -8%
BI
207
Berkeley Inc
Idaho
$724K +$4.51K +117 +0.6%
SEIA
208
Signature Estate & Investment Advisors
California
$692K +$89.1K +2,311 +15%
SFS
209
Sowell Financial Services
Arkansas
$681K -$6.13K -159 -0.9%
NWM
210
Nova Wealth Management
Florida
$661K -$20.7K -536 -3%
FTS
211
Fifth Third Securities
Ohio
$649K +$114K +2,946 +22%
IWA
212
Icon Wealth Advisors
Texas
$645K -$1.88M -48,716 -75%
GIM
213
Glenmede Investment Management
Pennsylvania
$644K +$270K +6,999 +76%
AWM
214
AE Wealth Management
Kansas
$641K -$68.9K -1,788 -10%
MWML
215
M Wealth Management LLC
California
$638K +$10.4K +271 +2%
RC
216
Rovin Capital
Arizona
$636K +$4.05K +105 +0.7%
Envestnet Portfolio Solutions
217
Envestnet Portfolio Solutions
Illinois
$636K -$4.49M -116,446 -88%
LPAM
218
Lodestar Private Asset Management
California
$635K +$38.5K +1,000 +7%
M&T Bank
219
M&T Bank
New York
$603K – – –
OWA
220
One Wealth Advisors
California
$603K -$109K -2,816 -16%
AGC
221
Aspen Grove Capital
Colorado
$595K – – –
5W
222
5T Wealth
California
$591K -$104K -2,697 -15%
HL
223
HeadInvest LLC
Maine
$578K – – –
SWP
224
Sagespring Wealth Partners
Tennessee
$574K +$559K +14,503 New
SPAS
225
Spectrum Planning & Advisory Services
California
$571K +$27.3K +709 +5%
7 8
9
10 11

HEFA Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2025, worth a combined $5.67B — up 0.34% from $5.65B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HEFA and 41 opened new positions — a net loss of 23 holders — while 179 trimmed existing stakes and 139 added.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $69.1M. The largest seller was Envestnet Asset Management, cutting an estimated $71.5M.

  • 424 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2025, down from 457 in Q2 2025.
  • Funds reported $5.67B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2025, up 0.34% quarter-over-quarter.
  • 41 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2025 and 64 closed out, a net change of -23 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2025 was NorthRock Partners, an estimated $69.1M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2025.