Free Trial
→ URGENT: Someone's Moving Gold Out of London... (From Golden Portfolio) (Ad) Buy HEFA Stock  Free HEFA Stock Alerts

iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$35.83 +1.00 (+2.86%)
Closing price 04/28/2025 03:59 PM Eastern
Extended Trading
$35.81 -0.02 (-0.04%)
As of 04/28/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$267.31M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$346.86M
Get HEFA Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Currency Hedged MSCI EAFE ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HEFA Institutional Buying and Selling by Quarter

iShares Currency Hedged MSCI EAFE ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2025Rosenberg Matthew Hamilton744$27K0.0%-39.0%0.000%
4/28/2025First Horizon Advisors Inc.49,288$1.79M0.1%+1,063.8%0.023%
4/28/2025Private Trust Co. NA4,917$178K0.0%+38.7%0.002%
4/25/2025 Richardson Capital Management LLC7,053$256K0.2%+47.4%0.003%
4/24/2025 Golden State Wealth Management LLC7,545$274K0.0%+236.7%0.004%
4/23/2025 Western Wealth Management LLC11,707$425K0.0%+18.1%0.006%
4/23/2025 Creative Financial Designs Inc. ADV5,674$206K0.0%+236.7%0.003%
4/23/2025 Golden State Wealth Management LLC15,636$568K0.0%+597.7%0.007%
4/22/2025 VERITY Wealth Advisors71,565$2.60M1.9%-12.1%0.034%
4/21/2025 ORG Partners LLC1,404$51K0.0%+111.1%0.001%
4/16/2025 Twin Peaks Wealth Advisors LLC25,045$862K0.4%N/A0.012%
4/15/2025 CX Institutional843,256$30.60M1.2%-31.6%0.396%
4/14/2025 Farther Finance Advisors LLC370,300$13.46M0.3%+18.8%0.174%
4/11/2025 Burkett Financial Services LLC29,148$1.06M0.4%-2.1%0.014%
4/9/2025 NBC Securities Inc.1,713$62K0.0%+171,200.0%0.001%
4/9/2025 Future Financial Wealth Managment LLC116,328$4.22M3.1%+3.3%0.055%
4/8/2025 Global Financial Private Client LLC1,251$45K0.0%N/A0.001%
4/8/2025 Parallel Advisors LLC5,518$200K0.0%+18.4%0.003%
4/7/2025 AdvisorNet Financial Inc109,330$3.97M0.3%+2.9%0.052%
2/28/2025Park Square Financial Group LLC27,323$949K0.7%N/A0.014%
2/17/2025Vermillion & White Wealth Management Group LLC4,118$143K0.1%+360.6%0.002%
2/17/2025Colonial Trust Co SC1,970$68K0.0%-17.9%0.001%
2/17/2025BOKF NA371,151$12.96M0.2%+31.2%0.192%
2/17/2025Ameriprise Financial Inc.2,605,566$90.52M0.0%+1.3%1.347%
2/14/2025Integrated Wealth Concepts LLC108,538$3.77M0.0%-70.0%0.056%
2/13/2025United Capital Financial Advisors LLC4,277,593$148.65M1.3%-1.2%2.211%
2/13/2025Keystone Financial Group177,006$6.15M0.6%N/A0.091%
2/13/2025Colonial Trust Advisors7,558$263K0.0%-5.0%0.004%
2/13/2025Canopy Partners LLC11,970$416K0.2%-2.5%0.006%
2/13/2025Titleist Asset Management LLC118,270$4.11M0.5%+3.1%0.061%
2/12/2025OLD Mission Capital LLC7,392$257K0.0%-97.6%0.004%
2/12/2025JPMorgan Chase & Co.5,602,781$194.70M0.0%+5.1%2.895%
2/11/2025TIAA Trust National Association2,791,150$96.99M0.3%+141.8%1.442%
2/11/2025OVERSEA CHINESE BANKING Corp Ltd44,800$1.56M0.0%-18.5%0.023%
2/10/2025 Creative Financial Designs Inc. ADV1,685$59K0.0%-51.5%0.001%
2/10/2025 Farther Finance Advisors LLC311,605$10.83M0.4%-5.9%0.161%
2/10/2025EverSource Wealth Advisors LLC1,254$44K0.0%-33.2%0.001%
2/7/2025 VERITY Wealth Advisors81,445$2.83M2.0%+0.5%0.042%
2/7/2025Dorsey & Whitney Trust CO LLC27,816$967K0.1%+21.9%0.014%
2/6/2025Synergy Investment Management LLC6,887$239K0.1%N/A0.004%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
2/6/2025Jones Financial Companies Lllp65,861$2.29M0.0%+21.8%0.034%
2/5/2025 Noble Wealth Management PBC1,500$52K0.0%N/A0.001%
2/5/2025WR Wealth Planners LLC2,267$79K0.0%-64.9%0.001%
2/5/2025Private Trust Co. NA3,546$123K0.0%+25.5%0.002%
2/4/2025Exchange Capital Management Inc.305,939$10.63M1.7%+0.9%0.158%
2/4/2025Bank of New York Mellon Corp283,691$9.86M0.0%-85.5%0.147%
2/4/2025 Richardson Capital Management LLC4,786$166K0.1%+409.1%0.002%
2/3/2025First Horizon Advisors Inc.4,235$147K0.0%-7.5%0.002%
1/31/2025Partners Capital Investment Group LLP2,267,240$78.79M2.2%-53.8%1.172%
1/31/2025Sierra Ocean LLC6,848$238K0.2%N/A0.004%
1/29/2025 Collier Financial741$26K0.0%N/A0.000%
1/29/2025Cornerstone Planning Group LLC100,673$3.63M0.9%+1.3%0.052%
1/29/2025Burns Matteson Capital Management LLC32,811$1.14M0.6%+7.5%0.017%
1/28/2025 Golden State Wealth Management LLC2,241$78K0.0%N/A0.001%
1/23/2025Strategic Blueprint LLC171,813$5.97M0.4%-9.7%0.089%
1/22/2025 Kingswood Wealth Advisors LLC6,320$220K0.0%N/A0.003%
1/17/2025 Janney Montgomery Scott LLC107,114$3.72M0.0%-2.1%0.055%
1/17/2025 Park Place Capital Corp1,976$69K0.0%-35.4%0.001%
1/15/2025Arkadios Wealth Advisors11,473$399K0.0%-9.3%0.006%
1/14/2025Rosenberg Matthew Hamilton1,220$42K0.0%N/A0.001%
1/13/2025 AdvisorNet Financial Inc106,208$3.69M0.3%+12.6%0.055%
1/13/2025 Future Financial Wealth Managment LLC112,651$3.92M2.9%+6.0%0.058%
1/6/2025 Burkett Financial Services LLC29,784$1.04M0.4%+1.2%0.015%
12/26/2024JPMorgan Chase & Co.5,333,125$188.90M0.0%-32.5%2.756%
11/15/2024IHT Wealth Management LLC89,974$3.19M0.1%+0.4%0.046%
11/15/2024Integrated Wealth Concepts LLC362,364$12.84M0.2%-20.3%0.187%
11/14/2024Flow Traders U.S. LLC663,761$23.51M1.2%N/A0.343%
11/14/2024Icon Wealth Advisors LLC35,369$1.25M0.1%-78.9%0.018%
11/13/2024Private Trust Co. NA2,825$100K0.0%-49.5%0.001%
11/12/2024Canopy Partners LLC12,280$435K0.2%N/A0.006%
11/12/2024Icon Wealth Advisors LLC4,556$161K0.0%-97.3%0.002%
11/8/2024First Horizon Advisors Inc.4,580$162K0.0%-89.4%0.002%
11/7/2024Tidemark LLC1,131$40K0.0%-97.5%0.001%
11/7/2024MAI Capital Management61,635$2.18M0.0%+10.5%0.032%
11/6/2024Cornerstone Planning Group LLC99,342$3.51M0.8%+1.6%0.051%
11/5/2024Prime Capital Investment Advisors LLC1,830,335$64.83M0.9%-1.3%0.946%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd54,978$1.95M0.1%-14.2%0.028%
11/4/2024Liberty Wealth Management LLC92,980$3.29M0.6%-55.6%0.048%
11/2/2024ESL Trust Services LLC935$33K0.0%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC109,375$3.87M0.0%-87.3%0.057%
10/29/2024 Farther Finance Advisors LLC331,230$11.73M0.4%-12.3%0.171%
10/28/2024 Creative Financial Designs Inc. ADV3,477$123K0.0%-73.3%0.002%
10/25/2024Strategic Blueprint LLC190,172$6.74M0.4%-23.9%0.098%
10/24/2024Bay Harbor Wealth Management LLC1,498$53K0.0%-97.1%0.001%
10/24/2024Arkadios Wealth Advisors12,648$448K0.0%-14.3%0.007%
10/23/2024 Merkkuri Wealth Advisors LLC18,836$667K0.5%-17.6%0.010%
10/21/2024Whittier Trust Co.3,099$110K0.0%-10.4%0.002%
10/15/2024 NBC Securities Inc.1,713$60K0.0%+32.8%0.001%
10/10/2024Burns Matteson Capital Management LLC30,513$1.08M0.5%+31.3%0.016%
10/10/2024Valeo Financial Advisors LLC489,540$17.34M0.5%+0.3%0.253%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
10/8/2024 Burkett Financial Services LLC29,429$1.04M0.4%-1.0%0.015%
10/8/2024 First PREMIER Bank1,782$63K0.0%N/A0.001%
10/8/2024 Future Financial Wealth Managment LLC106,318$3.77M2.7%+7.2%0.055%
8/14/2024EverSource Wealth Advisors LLC8,331$293K0.0%+84.2%0.004%
8/9/2024One Capital Management LLC14,537$517K0.0%N/A0.008%
8/9/2024Prime Capital Investment Advisors LLC1,854,984$65.95M1.0%+212.0%0.959%
8/8/2024Zions Bancorporation N.A.1,860$66K0.0%N/A0.001%
8/7/2024Dorsey & Whitney Trust CO LLC22,816$811K0.1%+9.6%0.012%
8/7/2024Liberty Wealth Management LLC209,341$7.44M0.2%+373.7%0.108%
8/7/2024Ashton Thomas Private Wealth LLC36,545$1.30M0.1%+80.7%0.019%
(Data available from 1/1/2016 forward)

HEFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEFA shares?

During the previous two years, 86 institutional investors and hedge funds held shares of iShares Currency Hedged MSCI EAFE ETF. The most heavily invested institutionals were United Capital Financial Advisers LLC ($326.03M), JPMorgan Chase & Co. ($194.70M), United Capital Financial Advisors LLC ($148.65M), TIAA Trust National Association ($96.99M), Ameriprise Financial Inc. ($90.52M), Partners Capital Investment Group LLP ($78.79M), and Prime Capital Investment Advisors LLC ($64.83M).Learn more on HEFA's institutional investors.

Which institutional investors have been buying iShares Currency Hedged MSCI EAFE ETF stock?

Of the 70 institutional investors that purchased iShares Currency Hedged MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($3.53M), Prime Capital Investment Advisors LLC ($1.97M), Partners Capital Investment Group LLP ($1.82M), Janney Montgomery Scott LLC ($1.34M), Flow Traders U.S. LLC ($1.00M), Bank of New York Mellon Corp ($814.96K), and United Capital Financial Advisers LLC ($481.93K).

How much institutional buying is happening at iShares Currency Hedged MSCI EAFE ETF?

Institutional investors have bought a total of 13,777,696 shares in the last 24 months. This purchase volume represents approximately $457.14M in transactions.

Which iShares Currency Hedged MSCI EAFE ETF major shareholders have been selling company stock?

Of the 41 institutional investors that sold iShares Currency Hedged MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Partners Capital Investment Group LLP ($5.01M), JPMorgan Chase & Co. ($2.57M), Bank of New York Mellon Corp ($2.05M), Janney Montgomery Scott LLC ($760.52K), CX Institutional ($544.08K), Integrated Wealth Concepts LLC ($346.09K), and OLD Mission Capital LLC ($302.62K).

How much institutional selling is happening at iShares Currency Hedged MSCI EAFE ETF?

Institutional investors have sold a total of 12,718,644 shares in the last 24 months. This volume of shares sold represents approximately $435.17M in transactions.


Related Companies

This page (BATS:HEFA) was last updated on 4/29/2025 by MarketBeat.com Staff
From Our Partners
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump purposefully forcing markets to crash…
Whether you agree with the plan or not doesn’t matter. It’s happening. The only question is – are you re...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored