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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
Goldman Sachs
1
Goldman Sachs
New York
$1.82B -$120M -3,289,706 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$269M -$502M -13,731,541 -66%
Ameriprise
3
Ameriprise
Minnesota
$251M +$31M +848,415 +15%
JP Morgan Chase
4
JP Morgan Chase
New York
$238M -$90.3M -2,468,723 -28%
LPL Financial
5
LPL Financial
California
$205M -$93.5M -2,556,417 -32%
CCM
6
Coldstream Capital Management
Washington
$205M +$1.81M +49,463 +0.9%
UCFA
7
United Capital Financial Advisors
Texas
$149M -$20.7M -566,498 -13%
QWP
8
Quotient Wealth Partners
Texas
$146M +$3.67M +100,381 +3%
DWM
9
Dynasty Wealth Management
Florida
$138M -$8.98M -245,608 -6%
PCIG
10
Partners Capital Investment Group
Massachusetts
$121M -$106M -2,898,678 -48%
Morgan Stanley
11
Morgan Stanley
New York
$119M -$33.7M -922,093 -23%
Wells Fargo
12
Wells Fargo
California
$90.3M +$7.08M +193,788 +9%
WA
13
Waverly Advisors
Alabama
$82.8M +$8.42M +230,403 +12%
Northern Trust
14
Northern Trust
Illinois
$77.9M -$15.6M -426,405 -17%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$71.8M -$12.7M -348,592 -16%
Bank of America
16
Bank of America
North Carolina
$68.6M -$28.9M -791,226 -30%
MML Investors Services
17
MML Investors Services
Massachusetts
$56M -$35.2M -962,033 -39%
FIB
18
First Interstate Bank
Montana
$55.2M -$37.9M -1,036,391 -42%
Raymond James Financial
19
Raymond James Financial
Florida
$53.5M -$1.38M -37,801 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$51M +$25.2M +688,287 +105%
MC
21
McMorgan & Co
California
$44.3M -$566K -15,475 -1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$39.7M -$24.1M -658,109 -39%
UBS Group
23
UBS Group
Switzerland
$38.1M -$7.17M -196,261 -16%
TIAA Trust, National Association
24
TIAA Trust, National Association
North Carolina
$35.5M -$73.5M -2,010,360 -68%
US Bancorp
25
US Bancorp
Minnesota
$33.9M -$5.58M -152,588 -15%

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.