Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q3 2024 (September 30)396holders −70
52new positions
122sold out
3famous investors
$35.87avg. 13F price*
At the end of Q3 2024, 396 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, down 70 from Q2 2024. 52 opened new positions and 122 sold out. The largest holders were Goldman Sachs Group Inc. ($1.7B), Envestnet Asset Management Inc. ($258.8M) and JPMorgan Chase & Co. ($188.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q3 2024)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $132.5M |
| Exits | 122 | $334.9M |
All 13F filers, Q2 2024 → Q3 2024: 5,746,817 shares bought and 49,314,521 shares sold, net −43,567,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Goldman Sachs Group Inc. | 0.32% | Reduce -3.5% | 47,018,426 | $1.7B |
| Envestnet Asset Management Inc. | 0.08% | Reduce -64.4% | 7,305,664 | $258.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -32.5% | 5,333,125 | $188.9M |
| Partners Capital Investment Group, LLP | 2.78% | Add +36.6% | 4,905,490 | $173.8M |
| Coldstream Capital Management Inc. | 3.68% | Add +2.9% | 4,809,404 | $170.3M |
| United Capital Financial Advisors, LLC | 1.26% | Reduce -9.3% | 4,328,120 | $153.3M |
| Quotient Wealth Partners, LLC | 4.91% | Add +3.3% | 4,218,396 | $149.4M |
| Bank of America Corp. | 0.01% | Reduce -24.0% | 2,911,172 | $103.1M |
| Morgan Stanley | 0.01% | Reduce -34.3% | 2,814,320 | $99.7M |
| LPL Financial LLC | 0.04% | Reduce -45.8% | 2,722,371 | $96.4M |
| Ameriprise Financial Inc. | 0.02% | Add +5.6% | 2,571,106 | $91.1M |
| First Interstate Bank | 5.40% | Add +2.0% | 2,508,956 | $88.9M |
| Wells Fargo & Company | 0.02% | Add +5.3% | 2,055,010 | $72.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -22.1% | 1,951,345 | $69.1M |
| Prime Capital Investment Advisors, LLC | 0.92% | Reduce -1.3% | 1,830,335 | $64.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.4% | 1,827,294 | $64.7M |
| Focus Partners Wealth | 0.21% | New | 72,391 | $64.6M |
| Northern Trust Corp. | 0.01% | Add +14.6% | 1,701,233 | $60.3M |
| LVW Advisors, LLC | 7.65% | Add +14.2% | 1,687,128 | $59.8M |
| MML Investors Services, LLC | 0.18% | Reduce -24.5% | 1,401,021 | $49.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -8.3% | 1,292,261 | $45.8M |
| Comerica Bank | 0.18% | Reduce -4.1% | 1,251,242 | $44.3M |
| Tiaa Trust, National Association | 0.12% | Reduce -38.9% | 1,154,146 | $40.9M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -3.1% | 1,144,668 | $40.5M |
| Jordan Park Group LLC | 2.57% | Reduce -1.1% | 1,064,580 | $37.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -35.4% | 976,273 | $34.6M |
| US Bancorp \de | 0.04% | Reduce -16.4% | 967,816 | $34.3M |
| Sachem Hill LLC | 6.19% | Reduce -0.3% | 860,615 | $30.5M |
| Blankinship & Foster, LLC | 7.10% | Add +2.4% | 819,860 | $29.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +18.5% | 677,110 | $24.0M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -16.3% | 675,089 | $23.9M |
| Flow Traders U.S. LLC | 1.19% | New | 663,761 | $23.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +59.1% | 626,729 | $22.2M |
| Csenge Advisory Group | 1.16% | Reduce -5.3% | 620,946 | $22.2M |
| UBS Group AG | 0.01% | Reduce -27.2% | 567,292 | $20.1M |
| Adamsbrown Wealth Consultants LLC | 6.59% | Reduce -1.2% | 536,064 | $19.0M |
| Verde Capital Management | 5.68% | Add +6.8% | 534,371 | $18.9M |
| Raymond James & Associates | 0.01% | Add +1.1% | 507,370 | $18.0M |
| Valeo Financial Advisors, LLC | 0.50% | Add +0.3% | 489,540 | $17.3M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -4.3% | 486,565 | $17.2M |
| Mariner, LLC | 0.03% | Add +122.7% | 459,078 | $16.3M |
| Cetera Investment Advisers | 0.03% | Reduce -58.4% | 438,512 | $15.5M |
| Crumly & Associates Inc. | 4.24% | Reduce -17.0% | 432,902 | $15.3M |
| Cwm, LLC | 0.06% | Reduce -84.2% | 390,406 | $13.8M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -20.3% | 362,364 | $12.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 352,129 | $12.5M |
| Farther Finance Advisors, LLC | 0.44% | Reduce -12.3% | 331,230 | $11.7M |
| Old Mission Capital LLC | 0.24% | New | 310,009 | $11.0M |
| WESCAP Management Group, Inc. | 2.73% | Add +2.2% | 308,040 | $10.9M |
| Exchange Capital Management, Inc. | 1.71% | Add +2.9% | 303,141 | $10.7M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -66.0% | 291,629 | $10.3M |
| Oppenheimer Asset Management Inc. | 0.12% | Reduce -50.8% | 287,752 | $10.2M |
| Kovack Advisors, Inc. | 1.06% | Add +3.0% | 282,809 | $10.0M |
| Bokf, NA | 0.18% | Add +4.9% | 282,885 | $10.0M |
| Meridian Wealth Management, LLC | 0.48% | Add +57.2% | 274,426 | $9.7M |
| Pathstone Holdings, LLC | 0.04% | No change | 271,460 | $9.6M |
| Seaview Investment Managers LLC | 2.75% | Reduce -3.6% | 258,112 | $9.1M |
| Avidian Wealth Enterprises, LLC | 0.39% | Add +2.9% | 241,518 | $8.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +1.9% | 222,057 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -6.8% | 219,057 | $7.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -90.1% | 216,682 | $7.7M |
| Regal Investment Advisors LLC | 0.51% | Reduce -53.6% | 205,654 | $7.3M |
| Cypress Capital, LLC | 1.83% | Reduce -9.3% | 200,021 | $7.1M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +22.1% | 192,474 | $6.8M |
| Nepc LLC | 0.20% | No change | 191,997 | $6.8M |
| Strategic Blueprint, LLC | 0.42% | Reduce -23.9% | 190,172 | $6.7M |
| CX Institutional | 0.30% | New | 187,779 | $6.7M |
| Demars Financial Group, LLC | 2.88% | Add +5.3% | 178,277 | $6.3M |
| Citigroup Inc. | 0.01% | Add +6.1% | 170,437 | $6.0M |
| Global Retirement Partners, LLC | 0.18% | Add +9.4% | 165,207 | $5.9M |
| Keystone Financial Group | 0.74% | New | 163,398 | $5.8M |
| Stifel Financial Corp. | 0.01% | Reduce -60.6% | 162,597 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.8% | 161,587 | $5.7M |
| McMorgan & Co. LLC | 0.87% | Reduce -2.4% | 159,676 | $5.7M |
| Traveka Wealth, LLC | 2.86% | Add +0.5% | 159,208 | $5.6M |
| Hall Kathryn A. | 1.17% | Reduce -48.2% | 157,696 | $5.6M |
| Foresight Capital Management Advisors, Inc. | 3.30% | Add +3.1% | 156,660 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -50.0% | 155,234 | $5.5M |
| Ifrah Financial Services, Inc. | 1.48% | Add +1.1% | 154,999 | $5.5M |
| Cerity Partners LLC | 0.01% | Add +3.1% | 154,815 | $5.5M |
| Park Avenue Securities LLC | 0.06% | Reduce -90.2% | 153,783 | $5.4M |
| RFG Advisory, LLC | 0.16% | Reduce -12.7% | 151,798 | $5.4M |
| Blair William & Co. | 0.01% | Reduce -5.2% | 144,120 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -56.0% | 141,869 | $5.0M |
| Darrow Company, Inc. | 2.88% | Add +20.2% | 139,693 | $4.9M |
| PCA Investment Advisory Services Inc. | 2.22% | Add +13.0% | 133,103 | $4.7M |
| Mutual Advisors, LLC | 0.13% | Add +21.9% | 130,314 | $4.6M |
| MA Private Wealth | 0.86% | New | 129,331 | $4.6M |
| Tritonpoint Wealth, LLC | 0.40% | Reduce -10.4% | 125,029 | $4.4M |
| WT Wealth Management | 1.39% | Add +1.9% | 121,703 | $4.3M |
| Spire Wealth Management | 0.14% | Reduce -5.2% | 116,118 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.39% | Add +14.8% | 115,832 | $4.1M |
| Titleist Asset Management, LLC | 0.59% | Add +1.5% | 114,666 | $4.1M |
| NewEdge Advisors, LLC | 0.03% | Reduce -78.3% | 113,547 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -87.3% | 109,375 | $3.9M |
| Delta Wealth Advisors LLC | 3.65% | Reduce -0.9% | 107,665 | $3.8M |
| Future Financial Wealth Managment LLC | 2.69% | Add +7.2% | 106,318 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -87.6% | 105,170 | $3.7M |
| Sigma Planning Corp | 0.11% | Add +18.2% | 103,129 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -6.4% | 102,927 | $3.6M |
"% 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.