Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q4 2024 (December 31)430holders +34
45new positions
39sold out
3famous investors
$34.74avg. 13F price*
At the end of Q4 2024, 430 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, up 34 from Q3 2024. 45 opened new positions and 39 sold out. The largest holders were Goldman Sachs Group Inc. ($1.8B), Envestnet Asset Management Inc. ($255.8M) and JPMorgan Chase & Co. ($194.7M). 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 (Q4 2024)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $237.2M |
| Exits | 39 | $125.8M |
All 13F filers, Q3 2024 → Q4 2024: 16,606,053 shares bought and 12,111,090 shares sold, net +4,494,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 430 holders
| Goldman Sachs Group Inc. | 0.34% | Add +7.3% | 50,465,440 | $1.8B |
| Envestnet Asset Management Inc. | 0.08% | Add +0.8% | 7,361,329 | $255.8M |
| JPMorgan Chase & Co. | 0.02% | Add +5.1% | 5,602,781 | $194.7M |
| Coldstream Capital Management Inc. | 3.82% | Add +7.1% | 5,151,152 | $179.0M |
| Dynasty Wealth Management, LLC | 2.67% | New | 4,461,629 | $155.0M |
| Quotient Wealth Partners, LLC | 5.02% | Add +4.7% | 4,417,002 | $153.5M |
| United Capital Financial Advisors, LLC | 1.26% | Reduce -1.2% | 4,277,593 | $148.6M |
| LPL Financial LLC | 0.05% | Add +19.1% | 3,241,738 | $112.7M |
| Bank of America Corp. | 0.01% | Add +0.5% | 2,925,627 | $101.7M |
| Tiaa Trust, National Association | 0.29% | Add +141.8% | 2,791,150 | $97.0M |
| Morgan Stanley | 0.01% | Reduce -5.8% | 2,651,293 | $92.1M |
| Ameriprise Financial Inc. | 0.02% | Add +1.3% | 2,605,566 | $90.5M |
| First Interstate Bank | 5.29% | Add +0.1% | 2,512,620 | $87.3M |
| Partners Capital Investment Group, LLP | 2.17% | Reduce -53.8% | 2,267,240 | $78.8M |
| Northern Trust Corp. | 0.01% | Add +21.2% | 2,061,491 | $71.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.7% | 1,930,981 | $67.1M |
| Wells Fargo & Company | 0.02% | Reduce -6.3% | 1,924,853 | $66.9M |
| LVW Advisors, LLC | 7.28% | Add +1.4% | 1,710,648 | $59.4M |
| MML Investors Services, LLC | 0.15% | Reduce -10.1% | 1,259,504 | $43.8M |
| CX Institutional | 1.70% | Add +557.0% | 1,233,688 | $42.9M |
| Jordan Park Group LLC | 2.96% | Add +8.2% | 1,151,538 | $40.0M |
| Osaic Holdings, Inc. | 0.09% | Reduce -15.2% | 1,095,270 | $38.1M |
| US Bancorp \de | 0.04% | Reduce -2.4% | 944,301 | $32.8M |
| Raymond James Financial Inc. | 0.01% | — | 943,410 | $32.8M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -8.0% | 898,414 | $31.2M |
| Cetera Investment Advisers | 0.06% | Add +100.0% | 877,009 | $30.5M |
| Sachem Hill LLC | 6.24% | Reduce -0.0% | 860,307 | $29.9M |
| Blankinship & Foster, LLC | 7.15% | Add +2.0% | 836,398 | $29.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.9% | 703,661 | $24.5M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.0% | 674,806 | $23.4M |
| Prime Capital Investment Advisors, LLC | 0.32% | Reduce -65.7% | 628,710 | $21.8M |
| Verde Capital Management | 5.83% | Add +11.3% | 594,941 | $20.7M |
| Adamsbrown Wealth Consultants LLC | 6.49% | Add +2.3% | 548,340 | $19.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -55.2% | 512,945 | $17.8M |
| Avantax Advisory Services, Inc. | 0.11% | Add +3.7% | 504,643 | $17.5M |
| Valeo Financial Advisors, LLC | 0.48% | No change | 489,540 | $17.0M |
| Act Wealth Management, LLC | 7.79% | New | 479,817 | $16.7M |
| UBS Group AG | 0.00% | Reduce -15.9% | 477,279 | $16.6M |
| Mariner, LLC | 0.03% | Add +2.7% | 471,391 | $16.4M |
| Crumly & Associates Inc. | 4.12% | Add +0.7% | 435,761 | $15.1M |
| Cwm, LLC | 0.06% | Add +0.8% | 393,634 | $13.7M |
| Bokf, NA | 0.22% | Add +31.2% | 371,151 | $13.0M |
| Prasad Wealth Partners, LLC | 4.17% | — | 370,577 | $12.9M |
| Modern Wealth Management, LLC | 0.46% | New | 358,202 | $12.4M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 354,564 | $12.3M |
| Denver PWM, LLC | 4.75% | New | 353,240 | $12.3M |
| Clark Wealth Partners | 9.34% | — | 346,455 | $12.0M |
| WESCAP Management Group, Inc. | 2.83% | Add +9.0% | 335,857 | $11.7M |
| Lighthouse Wealth Management Inc. | 10.67% | — | 335,224 | $11.6M |
| Meridian Wealth Management, LLC | 0.52% | Add +15.7% | 317,564 | $11.0M |
| Farther Finance Advisors, LLC | 0.39% | Reduce -5.9% | 311,605 | $10.8M |
| Csenge Advisory Group | 0.58% | Reduce -50.4% | 308,303 | $10.7M |
| Exchange Capital Management, Inc. | 1.69% | Add +0.9% | 305,939 | $10.6M |
| Oppenheimer Asset Management Inc. | 0.12% | Add +2.0% | 293,416 | $10.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -85.5% | 283,691 | $9.9M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -4.0% | 279,972 | $9.7M |
| Pathstone Holdings, LLC | 0.04% | Add +1.4% | 275,324 | $9.5M |
| Avidian Wealth Enterprises, LLC | 0.38% | Add +1.6% | 245,280 | $8.5M |
| Vertex Planning Partners, LLC | 1.73% | New | 225,220 | $7.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +1.6% | 220,119 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.9% | 210,632 | $7.3M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +5.6% | 203,216 | $7.1M |
| Nepc LLC | 0.19% | Add +4.7% | 200,973 | $7.0M |
| Cypress Capital, LLC | 1.89% | Reduce -5.0% | 189,939 | $6.6M |
| Keystone Financial Group | 0.61% | Add +8.3% | 177,006 | $6.2M |
| PCA Investment Advisory Services Inc. | 2.80% | Add +30.9% | 174,176 | $6.1M |
| Seaview Investment Managers LLC | 1.67% | Reduce -32.7% | 173,813 | $6.0M |
| Strategic Blueprint, LLC | 0.36% | Reduce -9.7% | 171,813 | $6.0M |
| Global Retirement Partners, LLC | 0.17% | Add +2.3% | 168,971 | $5.9M |
| Cerity Partners LLC | 0.01% | Add +8.4% | 167,817 | $5.8M |
| Park Avenue Securities LLC | 0.06% | Add +8.8% | 167,257 | $5.8M |
| McMorgan & Co. LLC | 0.88% | Add +2.4% | 163,435 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 160,619 | $5.6M |
| Cyr Financial Inc. | 4.98% | New | 157,003 | $5.5M |
| Darrow Company, Inc. | 3.15% | Add +11.8% | 156,147 | $5.4M |
| Ifrah Financial Services, Inc. | 1.47% | Reduce -1.1% | 153,256 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -32.1% | 150,802 | $5.2M |
| Traveka Wealth, LLC | 2.86% | Reduce -6.2% | 149,308 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -7.2% | 143,993 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.3% | 137,145 | $4.8M |
| MA Private Wealth | 0.89% | Add +5.9% | 137,015 | $4.8M |
| Summit Asset Management, LLC | 0.83% | Add +609.5% | 136,474 | $4.7M |
| RFG Advisory, LLC | 0.13% | Reduce -10.3% | 136,170 | $4.7M |
| Mutual Advisors, LLC | 0.14% | Add +2.0% | 132,976 | $4.7M |
| Tritonpoint Wealth, LLC | 0.40% | Add +0.7% | 125,886 | $4.4M |
| Foresight Capital Management Advisors, Inc. | 2.52% | Reduce -20.9% | 123,888 | $4.3M |
| WT Wealth Management | 1.35% | Add +1.6% | 123,629 | $4.3M |
| Stifel Financial Corp. | 0.00% | Reduce -24.1% | 123,413 | $4.3M |
| NewEdge Advisors, LLC | 0.03% | Add +8.1% | 122,719 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +387.2% | 121,649 | $4.2M |
| Delta Wealth Advisors LLC | 3.95% | Add +12.1% | 120,649 | $4.2M |
| Titleist Asset Management, LLC | 0.47% | Add +3.1% | 118,270 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -32.1% | 115,643 | $4.0M |
| Spire Wealth Management | 0.12% | Reduce -0.8% | 115,192 | $4.0M |
| DecisionMap Wealth Management, LLC | 3.16% | — | 114,726 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.38% | Reduce -1.9% | 113,657 | $3.9M |
| Fiduciary Trust Co | 0.05% | New | 112,698 | $3.9M |
| Future Financial Wealth Managment LLC | 2.86% | Add +6.0% | 112,651 | $3.9M |
| Weaver Capital Management LLC | 1.07% | New | 109,679 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -70.0% | 108,538 | $3.8M |
"% 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.