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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

iShares Currency Hedged MSCI EAFE ETF logo
$35.64 +0.16 (+0.45%)
(As of 12/3/2024 ET)
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)
$223.81M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$144.71M
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HEFA Institutional Buying and Selling by Quarter

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
11/15/2024 IHT Wealth Management LLC89,974$3.19M0.1%+0.4%0.046%
11/15/2024 Integrated Wealth Concepts LLC362,364$12.84M0.2%-20.3%0.187%
11/14/2024 Flow Traders U.S. LLC663,761$23.51M1.2%N/A0.343%
11/14/2024 Icon Wealth Advisors LLC35,369$1.25M0.1%-78.9%0.018%
11/13/2024 Private Trust Co. NA2,825$100K0.0%-49.5%0.001%
11/12/2024 Canopy Partners LLC12,280$435K0.2%N/A0.006%
11/12/2024 Icon Wealth Advisors LLC4,556$161K0.0%-97.3%0.002%
11/8/2024 First Horizon Advisors Inc.4,580$162K0.0%-89.4%0.002%
11/7/2024 Tidemark LLC1,131$40K0.0%-97.5%0.001%
11/7/2024 MAI Capital Management61,635$2.18M0.0%+10.5%0.032%
11/6/2024 Cornerstone Planning Group LLC99,342$3.51M0.8%+1.6%0.051%
11/5/2024 Prime Capital Investment Advisors LLC1,830,335$64.83M0.9%-1.3%0.946%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd54,978$1.95M0.1%-14.2%0.028%
11/4/2024 Liberty Wealth Management LLC92,980$3.29M0.6%-55.6%0.048%
11/2/2024 ESL 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%
10/25/2024 Strategic Blueprint LLC190,172$6.74M0.4%-23.9%0.098%
10/24/2024 Bay Harbor Wealth Management LLC1,498$53K0.0%-97.1%0.001%
10/24/2024 Arkadios Wealth Advisors12,648$448K0.0%-14.3%0.007%
10/23/2024 Merkkuri Wealth Advisors LLC18,836$667K0.5%-17.6%0.010%
10/21/2024 Whittier Trust Co.3,099$110K0.0%-10.4%0.002%
10/15/2024 NBC Securities Inc.1,713$60K0.0%+32.8%0.001%
10/10/2024 Burns Matteson Capital Management LLC30,513$1.08M0.5%+31.3%0.016%
10/10/2024 Valeo Financial Advisors LLC489,540$17.34M0.5%+0.3%0.253%
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%
8/14/2024 EverSource Wealth Advisors LLC8,331$293K0.0%+84.2%0.004%
8/9/2024 One Capital Management LLC14,537$517K0.0%N/A0.008%
8/9/2024 Prime Capital Investment Advisors LLC1,854,984$65.95M1.0%+212.0%0.959%
8/8/2024 Zions Bancorporation N.A.1,860$66K0.0%N/A0.001%
8/7/2024 Dorsey & Whitney Trust CO LLC22,816$811K0.1%+9.6%0.012%
8/7/2024 Liberty Wealth Management LLC209,341$7.44M0.2%+373.7%0.108%
8/7/2024 Ashton Thomas Private Wealth LLC36,545$1.30M0.1%+80.7%0.019%
8/6/2024 Commonwealth Retirement Investments LLC13,231$470K0.2%-20.9%0.007%
8/1/2024 TIAA 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%
7/31/2024 Farther Finance Advisors LLC377,512$13.46M0.7%+2.8%0.195%
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7/31/2024 IFG Advisory LLC17,534$623K0.0%-19.4%0.009%
7/29/2024 Arkadios Wealth Advisors14,755$525K0.0%+48.6%0.008%
7/27/2024 Strategic Blueprint LLC249,987$8.89M0.6%+5.7%0.129%
7/26/2024 Richardson Capital Management LLC902$32K0.0%+891.2%0.000%
7/26/2024 Bank of New York Mellon Corp2,505,529$89.08M0.0%-13.0%1.295%
7/24/2024 Gilliland Jeter Wealth Management LLC1,535$55K0.0%+73.8%0.001%
7/23/2024 Exchange Capital Management Inc.294,632$10.48M1.7%+1.3%0.152%
7/20/2024 Continuum Advisory LLC1,115$40K0.0%-39.9%0.001%
7/20/2024 First Horizon Advisors Inc.43,246$1.54M0.0%-22.6%0.022%
7/17/2024 AdvisorNet Financial Inc109,725$3.90M0.4%+46.2%0.057%
7/16/2024 ORG Partners LLC1,992$71K0.0%N/A0.001%
7/10/2024 Valeo Financial Advisors LLC488,128$17.36M0.5%+63.8%0.252%
7/10/2024 Burkett Financial Services LLC29,726$1.06M0.5%-7.6%0.015%
7/9/2024 Burns Matteson Capital Management LLC23,240$826K0.5%+42.4%0.012%
7/2/2024 Park Place Capital Corp3,210$114K0.0%-13.2%0.002%
7/2/2024 Transcend Capital Advisors LLC16,385$583K0.0%-20.6%0.008%
6/11/2024 EverSource Wealth Advisors LLC4,523$156K0.0%N/A0.002%
5/17/2024 Comerica Bank86,228$3.01M0.0%+31.8%0.045%
5/16/2024 Global Financial Private Client LLC1,657$58K0.0%N/A0.001%
5/16/2024 Icon Wealth Advisors LLC208,412$7.27M0.7%N/A0.108%
5/15/2024 Flow Traders U.S. LLC170,953$5.96M0.3%+393.5%0.088%
5/14/2024 Burns Matteson Capital Management LLC16,324$569K0.3%N/A0.008%
5/10/2024 TIAA Trust National Association1,493,290$52.09M0.2%+69.3%0.772%
5/9/2024 Dorsey & Whitney Trust CO LLC20,816$726K0.0%+166.3%0.011%
5/8/2024 Cornerstone Planning Group LLC96,919$3.36M1.0%+6.9%0.052%
5/4/2024 Commonwealth Retirement Investments LLC16,717$583K0.3%N/A0.009%
5/3/2024 Liberty Wealth Management LLC44,190$1.54M0.3%N/A0.024%
5/1/2024 Janney Montgomery Scott LLC1,340,721$46.76M0.1%+1,066.3%0.716%
5/1/2024 BNP Paribas Financial Markets1,145$40K0.0%+159.6%0.001%
4/30/2024 Arkadios Wealth Advisors9,932$346K0.0%+18.7%0.005%
4/25/2024 Valeo Financial Advisors LLC297,974$10.27M0.3%-0.6%0.159%
4/23/2024 Wetzel Investment Advisors Inc.4,881$165K0.1%-5.8%0.003%
4/23/2024 Moody Lynn & Lieberson LLC5,750$201K0.0%N/A0.003%
4/23/2024 Strategic Blueprint LLC236,473$8.25M0.6%+52.4%0.126%
4/22/2024 Bay Harbor Wealth Management LLC74,064$2.58M0.9%N/A0.040%
4/22/2024 Ashton Thomas Private Wealth LLC20,225$705K0.0%+10.1%0.011%
4/18/2024 Exchange Capital Management Inc.290,838$10.14M1.7%+5.1%0.251%
4/18/2024 Park Place Capital Corp3,698$129K0.0%+10.0%0.003%
4/12/2024 AdvisorNet Financial Inc75,059$2.62M0.3%+13.6%0.065%
4/5/2024 VERITY Wealth Advisors80,820$2.82M2.2%-9.3%0.070%
4/1/2024 Burkett Financial Services LLC32,162$1.12M0.6%-5.7%0.028%
2/15/2024 Comerica Bank65,418$2.06M0.0%+92.3%0.057%
2/12/2024 Partners Capital Investment Group LLP2,899,656$91.37M2.0%-45.0%2.507%
2/12/2024 Burkett Financial Services LLC34,123$1.08M0.6%N/A0.030%
2/12/2024 Parallel Advisors LLC2,506$79K0.0%+112.4%0.002%
2/8/2024 Exchange Capital Management Inc.276,663$8.72M1.6%+1.3%0.239%
2/8/2024 Janney Montgomery Scott LLC114,955$3.62M0.0%-5.2%0.099%
1/31/2024 Wetzel Investment Advisors Inc.5,183$163K0.1%N/A0.004%
1/29/2024 Valeo Financial Advisors LLC299,849$9.45M0.4%+3.6%0.259%
1/25/2024 Strategic Blueprint LLC155,136$4.89M0.4%-3.6%0.134%
I was wrong. Dead wrong. (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.
1/24/2024 Prime Capital Investment Advisors LLC713,883$22.49M0.3%N/A0.617%
1/24/2024 Arkadios Wealth Advisors8,368$264K0.0%N/A0.007%
1/23/2024 TIAA Trust National Association881,991$27.79M0.1%+60.6%0.763%
1/19/2024 AdvisorNet Financial Inc66,076$2.08M0.2%+15.6%0.057%
11/15/2023 Integrated Wealth Concepts LLC50,266$1.51M0.0%+8.0%0.043%
11/8/2023 Cornerstone Planning Group LLC76,738$2.31M0.9%+66.7%0.066%
11/8/2023 Janney Montgomery Scott LLC121,268$3.65M0.0%+229.1%0.105%
11/6/2023 Eldridge Investment Advisors Inc.32,500$978K0.3%+150.0%0.028%
11/4/2023 NBC Securities Inc.1,290$38K0.0%N/A0.001%
10/30/2023 Exchange Capital Management Inc.273,206$8.22M1.6%+0.6%0.236%
(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, 74 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), 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), US Bancorp DE ($45.40M), and Flow Traders U.S. LLC ($23.51M).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 12,837,935 shares in the last 24 months. This purchase volume represents approximately $413.83M in transactions.

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

Of the 38 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 ($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 ($413.84K), Icon Wealth Advisors LLC ($295.03K), and US Bancorp DE ($189.43K).

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

Institutional investors have sold a total of 8,094,465 shares in the last 24 months. This volume of shares sold represents approximately $247.12M in transactions.


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This page (BATS:HEFA) was last updated on 12/4/2024 by MarketBeat.com Staff
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