Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q1 2024 (March 31)408holders
2famous investors
$34.90avg. 13F price*
At the end of Q1 2024, 408 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings. The largest holders were Goldman Sachs Group Inc. ($1.7B), Envestnet Asset Management Inc. ($959.8M) and JPMorgan Chase & Co. ($276.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $422.3M |
| Exits | 19 | $62.1M |
Ownership 408 holders
| Goldman Sachs Group Inc. | 0.35% | Reduce -11.6% | 47,613,582 | $1.7B |
| Envestnet Asset Management Inc. | 0.36% | Add +352.3% | 27,518,190 | $959.8M |
| JPMorgan Chase & Co. | 0.02% | Add +108.9% | 7,935,239 | $276.8M |
| LPL Financial LLC | 0.11% | Add +374.8% | 6,011,818 | $209.7M |
| United Capital Financial Advisors, LLC | 1.50% | Add +12.3% | 5,227,016 | $182.3M |
| Coldstream Capital Management Inc. | 4.01% | Add +3.9% | 4,530,904 | $158.0M |
| Morgan Stanley | 0.01% | Add +64.7% | 4,464,630 | $155.7M |
| Dynasty Wealth Management, LLC | 4.74% | — | 4,261,328 | $148.6M |
| Quotient Wealth Partners, LLC | 5.21% | Add +13.2% | 4,179,076 | $145.8M |
| Envestnet Portfolio Solutions, Inc. | 0.42% | Add +8608.1% | 3,226,271 | $112.5M |
| Bank of New York Mellon Corp | 0.02% | Add +38.4% | 2,879,989 | $100.5M |
| Bank of America Corp. | 0.01% | Add +151.9% | 2,765,562 | $96.5M |
| Cwm, LLC | 0.46% | New | 2,695,287 | $94.0M |
| First Interstate Bank | 5.72% | Add +33.1% | 2,366,477 | $82.5M |
| Park Avenue Securities LLC | 1.02% | New | 2,259,530 | $78.8M |
| Ameriprise Financial Inc. | 0.02% | Add +52.3% | 2,034,024 | $71.0M |
| MML Investors Services, LLC | 0.25% | Add +1666.5% | 1,759,822 | $61.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +2.5% | 1,753,896 | $61.2M |
| Wells Fargo & Company | 0.01% | Add +6.5% | 1,528,511 | $53.3M |
| Tiaa Trust, National Association | 0.16% | Add +69.3% | 1,493,290 | $52.1M |
| Cetera Investment Advisers | 0.11% | Add +10477.2% | 1,375,456 | $48.0M |
| SageView Advisory Group, LLC | 2.40% | New | 2,003,402 | $47.4M |
| Janney Montgomery Scott LLC | 0.14% | Add +1066.3% | 1,340,721 | $46.8M |
| US Bancorp \de | 0.06% | Add +14.4% | 1,319,290 | $46.0M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +19.1% | 1,195,120 | $41.7M |
| Jordan Park Group LLC | 2.39% | Reduce -10.7% | 1,078,597 | $37.6M |
| Partners Capital Investment Group, LLP | 1.06% | Reduce -64.9% | 1,016,919 | $35.5M |
| Spire Wealth Management | 0.58% | Add +30.6% | 153,980 | $31.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +1.0% | 883,908 | $30.8M |
| Lincoln National Corp. | 0.48% | Add +8.5% | 873,843 | $30.5M |
| OneDigital Investment Advisors LLC | 0.46% | Add +10833.2% | 841,310 | $29.3M |
| Blankinship & Foster, LLC | 7.24% | Add +7.9% | 792,135 | $27.6M |
| Sachem Hill LLC | 6.33% | Reduce -0.7% | 773,666 | $27.0M |
| Northern Trust Corp. | 0.00% | Add +17.4% | 753,862 | $26.3M |
| JB Capital LLC | 1.70% | Add +6.2% | 733,302 | $25.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +4.6% | 706,626 | $24.6M |
| AE Wealth Management LLC | 0.25% | Add +13.3% | 624,246 | $21.8M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -16.7% | 594,454 | $20.7M |
| Csenge Advisory Group | 1.15% | Add +8.6% | 590,634 | $20.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +28.1% | 580,634 | $20.3M |
| UBS Group AG | 0.01% | Add +33.3% | 577,902 | $20.2M |
| Adamsbrown Wealth Consultants LLC | 7.79% | Reduce -31.9% | 551,889 | $19.2M |
| Crumly & Associates Inc. | 4.89% | Add +34.1% | 532,745 | $18.6M |
| Oppenheimer Asset Management Inc. | 0.27% | Reduce -9.0% | 529,783 | $18.5M |
| Osaic Holdings, Inc. | 0.04% | Add +26.3% | 498,372 | $17.4M |
| Stifel Financial Corp. | 0.02% | Add +354.8% | 493,493 | $17.2M |
| Verde Capital Management | 5.80% | Add +8.7% | 485,418 | $16.9M |
| Avantax Advisory Services, Inc. | 0.15% | Add +41.7% | 469,371 | $16.4M |
| Foundations Investment Advisors, LLC | 0.42% | Add +6844.9% | 463,152 | $16.2M |
| Regal Investment Advisors LLC | 1.07% | Add +32.2% | 449,766 | $15.7M |
| Raymond James & Associates | 0.01% | Add +16.3% | 436,007 | $15.2M |
| NewEdge Advisors, LLC | 0.13% | Add +5898.1% | 423,528 | $14.8M |
| Farther Finance Advisors, LLC | 0.78% | Reduce -4.0% | 367,109 | $12.8M |
| Advocacy Wealth Management, LLC | 1.10% | New | 365,530 | $12.7M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +230.5% | 364,114 | $12.7M |
| Atria Investments, Inc | 0.16% | Add +538.2% | 339,631 | $11.8M |
| Hall Kathryn A. | 2.45% | Add +25.4% | 304,506 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 302,122 | $10.5M |
| WESCAP Management Group, Inc. | 3.03% | Add +0.3% | 299,835 | $10.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +2.3% | 295,417 | $10.3M |
| Valeo Financial Advisors, LLC | 0.37% | Reduce -0.6% | 297,974 | $10.3M |
| Austin Private Wealth, LLC | 1.17% | New | 293,023 | $10.1M |
| Exchange Capital Management, Inc. | 1.65% | Add +5.1% | 290,838 | $10.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -1.6% | 271,460 | $9.5M |
| Avidian Wealth Enterprises, LLC | 0.46% | Reduce -0.2% | 246,084 | $8.6M |
| Strategic Blueprint, LLC | 0.59% | Add +52.4% | 236,473 | $8.2M |
| CreativeOne Wealth, LLC | 0.33% | New | 235,010 | $8.2M |
| Cypress Capital, LLC | 2.22% | Reduce -3.5% | 232,691 | $8.1M |
| Bokf, NA | 0.15% | Add +55.1% | 232,717 | $8.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.8% | 223,069 | $7.8M |
| Stokes Family Office, LLC | 0.91% | Reduce -41.3% | 209,800 | $7.3M |
| Icon Wealth Advisors, LLC | 0.68% | New | 208,412 | $7.3M |
| Mariner, LLC | 0.01% | Add +53.7% | 200,799 | $7.0M |
| Seaview Investment Managers LLC | 2.10% | Add +60.6% | 199,713 | $7.0M |
| Nepc LLC | 0.24% | No change | 198,704 | $6.9M |
| Truist Financial Corp. | 0.01% | Add +2804.9% | 195,618 | $6.8M |
| Invst, LLC | 0.77% | New | 187,540 | $6.5M |
| BlackRock Inc. | 0.00% | Add +3730.0% | 179,933 | $6.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +66.1% | 174,363 | $6.1M |
| Scarborough Advisors, LLC | 2.79% | Add +110.8% | 172,496 | $6.0M |
| Flow Traders U.S. LLC | 0.32% | Add +393.5% | 170,953 | $6.0M |
| SteelPeak Wealth, LLC | 0.31% | Add +7.8% | 170,879 | $6.0M |
| Stone House Investment Management, LLC | 1.37% | New | 167,210 | $5.8M |
| RFG Advisory, LLC | 0.19% | Reduce -42.2% | 163,551 | $5.7M |
| Merit Financial Group, LLC | 0.14% | New | 163,666 | $5.7M |
| Prudential Financial Inc. | 0.01% | New | 161,622 | $5.6M |
| Demars Financial Group, LLC | 2.74% | Add +4.9% | 159,482 | $5.6M |
| Blue Trust, Inc. | 0.08% | Add +12491.8% | 157,271 | $5.5M |
| Pettinga Financial Advisors LLC | 1.40% | Add +4.8% | 156,996 | $5.5M |
| Ifrah Financial Services, Inc. | 1.52% | Add +2.2% | 155,226 | $5.4M |
| Horst & Graben Wealth Management LLC | 1.09% | New | 154,083 | $5.4M |
| Concourse Financial Group Securities, Inc. | 0.34% | Add +175.1% | 152,821 | $5.3M |
| Renaissance Technologies | 0.01% | Add +46.4% | 150,300 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +1091.8% | 149,250 | $5.1M |
| CFS Investment Advisory Services, LLC | 0.86% | New | 146,460 | $5.1M |
| Integrated Wealth Concepts LLC | 0.07% | Add +191.2% | 140,258 | $4.9M |
| PAX Financial Group, LLC | 0.98% | Add +324.5% | 139,978 | $4.9M |
| Global Retirement Partners, LLC | 0.18% | Add +32.5% | 139,528 | $4.9M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +19.0% | 136,776 | $4.8M |
| WT Wealth Management | 1.68% | Add +4.0% | 135,220 | $4.7M |
"% of holder's portfolio" is HEFA's weight in each manager's 13F, not the share of Isha Curr Hedged MSCI Eafe the manager owns.