Free Trial
→ Vladimir Lenin was right… (From Porter & Company) (Ad) Free HEFA Stock Alerts

iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$34.86 -0.01 (-0.03%)
As of 01/3/2025
Compare

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$223.82M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$235.65M
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
1/6/2025Burkett 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%
10/29/2024Janney Montgomery Scott LLC109,375$3.87M0.0%-87.3%0.057%
10/29/2024Farther Finance Advisors LLC331,230$11.73M0.4%-12.3%0.171%
10/28/2024Creative 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%
10/23/2024Merkkuri Wealth Advisors LLC18,836$667K0.5%-17.6%0.010%
10/21/2024Whittier Trust Co.3,099$110K0.0%-10.4%0.002%
10/15/2024NBC 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%
10/8/2024Burkett Financial Services LLC29,429$1.04M0.4%-1.0%0.015%
10/8/2024First PREMIER Bank1,782$63K0.0%N/A0.001%
10/8/2024Future 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%
8/6/2024Commonwealth Retirement Investments LLC13,231$470K0.2%-20.9%0.007%
8/1/2024TIAA Trust National Association1,889,848$67.19M0.2%+26.6%0.977%
7/31/2024WR Wealth Planners LLC1,275$45K0.0%+3,009.8%0.001%
7/31/2024Farther Finance Advisors LLC377,512$13.46M0.7%+2.8%0.195%
7/31/2024IFG Advisory LLC17,534$623K0.0%-19.4%0.009%
7/29/2024Arkadios Wealth Advisors14,755$525K0.0%+48.6%0.008%
7/27/2024Strategic Blueprint LLC249,987$8.89M0.6%+5.7%0.129%
7/26/2024Richardson Capital Management LLC902$32K0.0%+891.2%0.000%
7/26/2024Bank of New York Mellon Corp2,505,529$89.08M0.0%-13.0%1.295%
7/24/2024Gilliland Jeter Wealth Management LLC1,535$55K0.0%+73.8%0.001%
7/23/2024Exchange Capital Management Inc.294,632$10.48M1.7%+1.3%0.152%
7/20/2024Continuum Advisory LLC1,115$40K0.0%-39.9%0.001%
7/20/2024First Horizon Advisors Inc.43,246$1.54M0.0%-22.6%0.022%
7/17/2024AdvisorNet Financial Inc109,725$3.90M0.4%+46.2%0.057%
7/16/2024ORG Partners LLC1,992$71K0.0%N/A0.001%
7/10/2024Valeo Financial Advisors LLC488,128$17.36M0.5%+63.8%0.252%
7/10/2024Burkett Financial Services LLC29,726$1.06M0.5%-7.6%0.015%
7/9/2024Burns Matteson Capital Management LLC23,240$826K0.5%+42.4%0.012%
7/2/2024Park Place Capital Corp3,210$114K0.0%-13.2%0.002%
7/2/2024Transcend Capital Advisors LLC16,385$583K0.0%-20.6%0.008%
6/11/2024EverSource Wealth Advisors LLC4,523$156K0.0%N/A0.002%
5/17/2024Comerica Bank86,228$3.01M0.0%+31.8%0.045%
5/16/2024Global Financial Private Client LLC1,657$58K0.0%N/A0.001%
5/16/2024Icon Wealth Advisors LLC208,412$7.27M0.7%N/A0.108%
5/15/2024Flow Traders U.S. LLC170,953$5.96M0.3%+393.5%0.088%
5/14/2024Burns Matteson Capital Management LLC16,324$569K0.3%N/A0.008%
5/10/2024TIAA Trust National Association1,493,290$52.09M0.2%+69.3%0.772%
5/9/2024Dorsey & Whitney Trust CO LLC20,816$726K0.0%+166.3%0.011%
5/8/2024Cornerstone Planning Group LLC96,919$3.36M1.0%+6.9%0.052%
5/4/2024Commonwealth Retirement Investments LLC16,717$583K0.3%N/A0.009%
5/3/2024Liberty Wealth Management LLC44,190$1.54M0.3%N/A0.024%
5/1/2024Janney Montgomery Scott LLC1,340,721$46.76M0.1%+1,066.3%0.716%
5/1/2024BNP Paribas Financial Markets1,145$40K0.0%+159.6%0.001%
4/30/2024Arkadios Wealth Advisors9,932$346K0.0%+18.7%0.005%
4/25/2024Valeo Financial Advisors LLC297,974$10.27M0.3%-0.6%0.159%
4/23/2024Wetzel Investment Advisors Inc.4,881$165K0.1%-5.8%0.003%
4/23/2024Moody Lynn & Lieberson LLC5,750$201K0.0%N/A0.003%
4/23/2024Strategic Blueprint LLC236,473$8.25M0.6%+52.4%0.126%
4/22/2024Bay Harbor Wealth Management LLC74,064$2.58M0.9%N/A0.040%
4/22/2024Ashton Thomas Private Wealth LLC20,225$705K0.0%+10.1%0.011%
4/18/2024Exchange Capital Management Inc.290,838$10.14M1.7%+5.1%0.251%
4/18/2024Park Place Capital Corp3,698$129K0.0%+10.0%0.003%
4/12/2024AdvisorNet Financial Inc75,059$2.62M0.3%+13.6%0.065%
4/5/2024VERITY Wealth Advisors80,820$2.82M2.2%-9.3%0.070%
4/1/2024Burkett Financial Services LLC32,162$1.12M0.6%-5.7%0.028%
2/15/2024Comerica Bank65,418$2.06M0.0%+92.3%0.057%
2/12/2024Partners Capital Investment Group LLP2,899,656$91.37M2.0%-45.0%2.507%
2/12/2024Burkett Financial Services LLC34,123$1.08M0.6%N/A0.030%
2/12/2024Parallel Advisors LLC2,506$79K0.0%+112.4%0.002%
2/8/2024Exchange Capital Management Inc.276,663$8.72M1.6%+1.3%0.239%
2/8/2024Janney Montgomery Scott LLC114,955$3.62M0.0%-5.2%0.099%
1/31/2024Wetzel Investment Advisors Inc.5,183$163K0.1%N/A0.004%
1/29/2024Valeo Financial Advisors LLC299,849$9.45M0.4%+3.6%0.259%
1/25/2024Strategic Blueprint LLC155,136$4.89M0.4%-3.6%0.134%
1/24/2024Prime Capital Investment Advisors LLC713,883$22.49M0.3%N/A0.617%
1/24/2024Arkadios Wealth Advisors8,368$264K0.0%N/A0.007%
1/23/2024TIAA Trust National Association881,991$27.79M0.1%+60.6%0.763%
1/19/2024AdvisorNet Financial Inc66,076$2.08M0.2%+15.6%0.057%
11/15/2023Integrated Wealth Concepts LLC50,266$1.51M0.0%+8.0%0.043%
11/8/2023Cornerstone Planning Group LLC76,738$2.31M0.9%+66.7%0.066%
11/8/2023Janney Montgomery Scott LLC121,268$3.65M0.0%+229.1%0.105%
11/6/2023Eldridge Investment Advisors Inc.32,500$978K0.3%+150.0%0.028%
(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, 75 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. ($188.90M), Partners Capital Investment Group LLP ($91.37M), Bank of New York Mellon Corp ($89.08M), TIAA Trust National Association ($67.19M), Prime Capital Investment Advisors LLC ($64.83M), and US Bancorp DE ($45.40M).Learn more on HEFA's institutional investors.

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

Of the 56 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: Prime Capital Investment Advisors LLC ($1.97M), TIAA Trust National Association ($1.89M), 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 ($811.04K).

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

Institutional investors have bought a total of 12,838,290 shares in the last 24 months. This purchase volume represents approximately $413.84M in transactions.

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

Of the 39 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: JPMorgan Chase & Co. ($2.57M), Partners Capital Investment Group LLP ($2.38M), Miracle Mile Advisors LLC ($2.28M), Janney Montgomery Scott LLC ($1.16M), OLD Mission Capital LLC ($442.91K), Bank of New York Mellon Corp ($384.01K), and Icon Wealth Advisors LLC ($295.03K).

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

Institutional investors have sold a total of 10,635,072 shares in the last 24 months. This volume of shares sold represents approximately $337.17M in transactions.


Related Companies

This page (BATS:HEFA) was last updated on 1/6/2025 by MarketBeat.com Staff
From Our Partners
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
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
$24 trillion tech spotted at Mar-a-Lago?
President Trump’s Secret Service was recently spotted using an odd new technology at his home in Mar-a-Lago…
Centurion Publishing | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
#1 Crypto of 2025
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The crypto bull market is here, and the stakes couldn’t be higher. The next 3-6 months? They’re the most ex...
Crypto Swap Profits | Sponsored