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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$32.05 -2.78 (-7.97%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$267.89M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$332.35M
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HEFA Institutional Buying and Selling by Quarter

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iShares Currency Hedged MSCI EAFE ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/8/2025Global Financial Private Client LLC1,251$45K0.0%N/A0.001%
4/8/2025Parallel Advisors LLC5,518$200K0.0%+18.4%0.003%
4/7/2025AdvisorNet 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%
2/10/2025Creative Financial Designs Inc. ADV1,685$59K0.0%-51.5%0.001%
2/10/2025Farther Finance Advisors LLC311,605$10.83M0.4%-5.9%0.161%
2/10/2025EverSource Wealth Advisors LLC1,254$44K0.0%-33.2%0.001%
2/7/2025VERITY 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%
2/6/2025Jones Financial Companies Lllp65,861$2.29M0.0%+21.8%0.034%
2/5/2025Noble 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%
2/4/2025Richardson 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%
1/29/2025Collier 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%
1/28/2025Golden State Wealth Management LLC2,241$78K0.0%N/A0.001%
1/23/2025Strategic Blueprint LLC171,813$5.97M0.4%-9.7%0.089%
1/22/2025Kingswood Wealth Advisors LLC6,320$220K0.0%N/A0.003%
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1/17/2025Janney Montgomery Scott LLC107,114$3.72M0.0%-2.1%0.055%
1/17/2025Park 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%
1/13/2025AdvisorNet Financial Inc106,208$3.69M0.3%+12.6%0.055%
1/13/2025Future Financial Wealth Managment LLC112,651$3.92M2.9%+6.0%0.058%
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%
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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%
(Data available from 1/1/2016 forward)

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HEFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEFA shares?

During the previous two years, 84 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 66 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 14,144,272 shares in the last 24 months. This purchase volume represents approximately $466.82M in transactions.

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

Of the 40 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 ($763.44K), Integrated Wealth Concepts LLC ($346.09K), OLD Mission Capital LLC ($302.62K), 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 12,320,146 shares in the last 24 months. This volume of shares sold represents approximately $420.67M in transactions.


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This page (BATS:HEFA) was last updated on 4/8/2025 by MarketBeat.com Staff
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