HEFA

iShares Currency Hedged MSCI EAFE ETF
$42.62-0.32 (-0.73%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$1.359000527000233e+255T

% of Float

Price History

$32.11$35.38$38.64$41.91$45.18Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GOLDMAN SACHS GROUP INC32,878,698$1.4B0.17%Share
2GOLDMAN SACHS GROUP INC12,754,174$527.0M0.06%Share
3COLDSTREAM CAPITAL MANAGEMENT INC5,656,741$233.0M3.00%Share
4AMERIPRISE FINANCIAL INC4,587,941$189.0M0.04%Share
5JPMORGAN CHASE & CO3,958,140$163.0M0.01%Share
6MORGAN STANLEY3,629,989$150.0M0.01%Share
7LPL Financial LLC3,622,801$149.0M0.04%Share
8Dynasty Wealth Management, LLC3,553,862$146.0M1.43%Share
9UNITED CAPITAL FINANCIAL ADVISORS, LLC3,524,238$145.0M0.87%Share
10Quotient Wealth Partners, LLC3,470,264$143.5M3.82%Share
11PARTNERS CAPITAL INVESTMENT GROUP, LLP3,442,271$142.4M5.31%Share
12GOLDMAN SACHS GROUP INC3,106,113$128.0M0.02%Share
13NorthRock Partners, LLC2,712,794$112.0M1.89%Share
14Waverly Advisors, LLC2,490,895$103.0M0.83%Share
15NORTHERN TRUST CORP1,649,674$68.0M0.01%Share
16ENVESTNET ASSET MANAGEMENT INC1,449,141$59.0M0.02%Share
17FIRST INTERSTATE BANK1,379,650$57.1M3.06%Share
18Cetera Investment Advisers1,346,942$55.0M0.06%Share
19MML INVESTORS SERVICES, LLC1,259,083$52.0M0.13%Share
20OSAIC HOLDINGS, INC.1,257,925$52.0M0.08%Share
21Jordan Park Group LLC1,006,633$41.6M2.41%Share
22UBS Group AG1,001,341$41.4M0.01%Share
23BANK OF AMERICA CORP /DE/918,947$38.0M0.00%Share
24WELLS FARGO & COMPANY/MN907,453$37.0M0.01%Share
25PNC FINANCIAL SERVICES GROUP, INC.914,732$37.0M0.02%Share
26Blankinship & Foster, LLC810,326$33.5M7.24%Share
27BANK OF AMERICA CORP /DE/805,347$33.0M0.00%Share
28Verde Capital Management774,533$32.0M6.83%Share
29Mariner, LLC780,440$32.0M0.04%Share
30SACHEM HILL LLC695,650$28.8M5.59%Share
31US BANCORP \DE\693,691$28.7M0.03%Share
32Rockefeller Capital Management L.P.616,520$25.0M0.05%Share
33RAYMOND JAMES FINANCIAL INC563,265$23.0M0.01%Share
34ACT WEALTH MANAGEMENT, LLC519,911$21.5M7.03%Share
35GOLDMAN SACHS GROUP INC528,782$21.0M0.00%Share
36WELLS FARGO & COMPANY/MN512,256$21.0M0.00%Share
37WELLS FARGO & COMPANY/MN483,975$20.0M0.00%Share
38Crumly & Associates Inc.454,722$18.8M3.95%Share
39BOKF, NA440,088$18.2M0.28%Share
40Prasad Wealth Partners, LLC435,920$18.0M4.81%Share
41COMMONWEALTH EQUITY SERVICES, LLC435,430$18.0M0.02%Share
42Cambridge Investment Research Advisors, Inc.448,039$18.0M0.05%Share
43Paradigm, Strategies in Wealth Management, LLC434,568$18.0M11.80%Share
44Valeo Financial Advisors, LLC433,765$17.9M0.40%Share
45Csenge Advisory Group375,672$15.5M0.70%Share
46Denver PWM, LLC404,319$15.3M5.13%Share
47WESCAP Management Group, Inc.343,386$14.2M2.88%Share
48Lido Advisors, LLC340,828$14.0M0.04%Share
49NORTHERN TRUST CORP340,766$14.0M0.00%Share
50Lighthouse Wealth Management Inc.332,591$13.8M9.40%Share