Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q1 2025 (March 31)525holders +95
133new positions
34sold out
4famous investors
$36.28avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, up 95 from Q4 2024. 133 opened new positions and 34 sold out. The largest holders were Goldman Sachs Group Inc. ($1.9B), Envestnet Asset Management Inc. ($755.6M) and JPMorgan Chase & Co. ($317.3M). 4 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $245.1M |
| Exits | 34 | $27.4M |
All 13F filers, Q4 2024 → Q1 2025: 57,862,663 shares bought and 4,490,235 shares sold, net +53,372,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Goldman Sachs Group Inc. | 0.35% | Add +1.7% | 51,331,182 | $1.9B |
| Envestnet Asset Management Inc. | 0.24% | Add +182.8% | 20,819,921 | $755.6M |
| JPMorgan Chase & Co. | 0.02% | Add +56.1% | 8,743,968 | $317.3M |
| LPL Financial LLC | 0.11% | Add +145.8% | 7,967,935 | $289.2M |
| Partners Capital Investment Group, LLP | 3.74% | Add +168.6% | 6,089,415 | $221.0M |
| Ameriprise Financial Inc. | 0.06% | Add +121.5% | 5,769,905 | $209.4M |
| Coldstream Capital Management Inc. | 4.13% | Add +3.8% | 5,345,402 | $194.0M |
| United Capital Financial Advisors, LLC | 1.40% | Add +5.3% | 4,503,439 | $163.4M |
| Morgan Stanley | 0.01% | Add +53.0% | 4,055,260 | $147.2M |
| Dynasty Wealth Management, LLC | 2.35% | Reduce -13.0% | 3,883,488 | $140.9M |
| Quotient Wealth Partners, LLC | 4.35% | Reduce -15.0% | 3,755,287 | $136.3M |
| Tiaa Trust, National Association | 0.33% | Add +5.6% | 2,946,662 | $106.9M |
| Bank of America Corp. | 0.01% | Reduce -11.2% | 2,597,779 | $94.3M |
| First Interstate Bank | 5.39% | Reduce -0.9% | 2,489,732 | $90.4M |
| Northern Trust Corp. | 0.01% | Add +20.2% | 2,478,558 | $89.9M |
| MML Investors Services, LLC | 0.29% | Add +93.6% | 2,438,005 | $88.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +15.9% | 2,238,813 | $81.2M |
| Wells Fargo & Company | 0.02% | Add +13.5% | 2,185,373 | $79.3M |
| Cwm, LLC | 0.31% | Add +438.9% | 2,121,162 | $77.0M |
| Waverly Advisors, LLC | 0.86% | Add +2115.8% | 1,952,026 | $70.8M |
| LVW Advisors, LLC | 7.65% | Add +2.3% | 1,749,918 | $63.5M |
| Cetera Investment Advisers | 0.12% | Add +94.3% | 1,704,310 | $61.8M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +614.0% | 1,571,536 | $57.0M |
| Raymond James Financial Inc. | 0.02% | Add +53.3% | 1,446,453 | $52.5M |
| UBS Group AG | 0.01% | Add +151.3% | 1,199,436 | $43.5M |
| McMorgan & Co. LLC | 6.86% | Add +623.2% | 1,182,002 | $42.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +31.5% | 1,181,475 | $42.9M |
| US Bancorp \de | 0.05% | Add +10.8% | 1,046,349 | $38.0M |
| Jordan Park Group LLC | 2.75% | Reduce -9.5% | 1,041,990 | $37.8M |
| OneDigital Investment Advisors LLC | 0.41% | Add +237.3% | 944,281 | $34.3M |
| Sachem Hill LLC | 6.11% | Reduce -0.3% | 857,281 | $31.1M |
| Bank of New York Mellon Corp | 0.01% | Add +199.8% | 850,625 | $30.9M |
| CX Institutional | 1.16% | Reduce -31.6% | 843,256 | $30.6M |
| Blankinship & Foster, LLC | 7.36% | Reduce -4.0% | 803,100 | $29.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +51.8% | 778,649 | $28.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.8% | 723,539 | $26.3M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.3% | 672,594 | $24.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -40.2% | 654,964 | $23.8M |
| Foundations Investment Advisors, LLC | 0.43% | Add +695.7% | 644,647 | $23.4M |
| Verde Capital Management | 6.27% | Add +2.1% | 607,242 | $22.0M |
| NewEdge Advisors, LLC | 0.13% | Add +394.0% | 606,227 | $22.0M |
| Avantax Advisory Services, Inc. | 0.13% | Add +19.8% | 604,781 | $21.9M |
| Mariner, LLC | 0.03% | Add +21.4% | 572,280 | $20.8M |
| JB Capital LLC | 1.06% | New | 529,422 | $19.2M |
| Adamsbrown Wealth Consultants LLC | 5.62% | Reduce -10.1% | 492,942 | $17.9M |
| Act Wealth Management, LLC | 8.09% | Add +2.7% | 492,706 | $17.9M |
| Valeo Financial Advisors, LLC | 0.49% | Reduce -1.4% | 482,788 | $17.5M |
| Prime Capital Investment Advisors, LLC | 0.20% | Reduce -24.9% | 471,948 | $17.1M |
| Advocacy Wealth Management, LLC | 1.13% | New | 456,158 | $16.6M |
| Crumly & Associates Inc. | 4.38% | Add +0.4% | 437,598 | $15.9M |
| Gitterman Wealth Management, LLC | 4.17% | New | 432,513 | $15.7M |
| Sofi Wealth, LLC | 1.17% | Add +4540.7% | 427,734 | $15.5M |
| Bokf, NA | 0.27% | Add +13.1% | 419,722 | $15.2M |
| Paradigm, Strategies in Wealth Management, LLC | 10.18% | New | 416,175 | $15.1M |
| Royal Bank of Canada | 0.00% | Add +16.4% | 412,749 | $15.0M |
| Prasad Wealth Partners, LLC | 4.83% | Add +10.0% | 407,741 | $14.8M |
| Weaver Capital Management LLC | 3.94% | Add +271.2% | 407,149 | $14.8M |
| Merit Financial Group, LLC | 0.21% | Add +1809.2% | 392,782 | $14.3M |
| Stifel Financial Corp. | 0.02% | Add +217.3% | 391,557 | $14.2M |
| Denver PWM, LLC | 5.00% | Add +8.5% | 383,168 | $13.9M |
| Virtue Capital Management, LLC | 1.59% | New | 375,642 | $13.6M |
| Farther Finance Advisors, LLC | 0.34% | Add +18.8% | 370,300 | $13.5M |
| Sanctuary Advisors, LLC | 0.09% | Add +316.0% | 369,998 | $13.4M |
| Lighthouse Wealth Management Inc. | 11.36% | Add +1.9% | 341,560 | $12.4M |
| Kovack Advisors, Inc. | 1.30% | New | 339,002 | $12.3M |
| Clark Wealth Partners | 9.02% | Reduce -3.2% | 335,262 | $12.2M |
| Win Advisors, Inc. | 6.23% | New | 334,071 | $12.1M |
| WESCAP Management Group, Inc. | 2.87% | Reduce -3.5% | 324,259 | $11.8M |
| Modern Wealth Management, LLC | 0.37% | Reduce -10.4% | 321,105 | $11.7M |
| Meridian Wealth Management, LLC | 0.56% | Add +0.6% | 319,471 | $11.6M |
| Exchange Capital Management, Inc. | 1.82% | Add +1.1% | 309,169 | $11.2M |
| Ascent Group, LLC | 0.48% | Add +3089.5% | 307,914 | $11.2M |
| Csenge Advisory Group | 0.63% | Add +5.3% | 324,774 | $11.2M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +107.7% | 299,025 | $10.9M |
| Oppenheimer Asset Management Inc. | 0.13% | Reduce -1.2% | 290,024 | $10.5M |
| Clarity Asset Management, Inc. | 6.77% | Add +219.0% | 289,708 | $10.5M |
| Vertex Planning Partners, LLC | 2.18% | Add +22.2% | 275,303 | $10.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -1.6% | 270,886 | $9.8M |
| Seaview Investment Managers LLC | 2.29% | Add +49.7% | 260,138 | $9.4M |
| Ameritas Investment Partners, Inc. | 0.32% | New | 258,106 | $9.4M |
| Avidian Wealth Enterprises, LLC | 0.41% | Add +2.7% | 251,965 | $9.1M |
| Austin Private Wealth, LLC | 0.81% | New | 247,855 | $9.0M |
| Renaissance Technologies | 0.01% | Add +123.0% | 235,500 | $8.5M |
| Integrated Wealth Concepts LLC | 0.10% | Add +112.7% | 230,833 | $8.4M |
| AE Wealth Management LLC | 0.06% | Add +923.4% | 205,709 | $7.5M |
| Nepc LLC | 0.20% | No change | 200,973 | $7.3M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -1.4% | 200,474 | $7.3M |
| PCA Investment Advisory Services Inc. | 3.75% | Add +12.1% | 195,216 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +393.9% | 186,164 | $6.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +23.2% | 185,796 | $6.7M |
| Atria Investments, Inc | 0.09% | Add +282.8% | 183,945 | $6.7M |
| Darrow Company, Inc. | 3.70% | Add +17.1% | 182,877 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Add +13.4% | 182,135 | $6.6M |
| Cerity Partners LLC | 0.01% | Add +5.1% | 176,379 | $6.4M |
| Icon Wealth Advisors, LLC | 0.52% | Add +389.5% | 175,546 | $6.4M |
| MA Private Wealth | 1.17% | Add +25.2% | 171,537 | $6.2M |
| RFG Advisory, LLC | 0.17% | Add +23.6% | 168,274 | $6.1M |
| Cyr Financial Inc. | 5.31% | Add +4.3% | 163,776 | $5.9M |
| Ifrah Financial Services, Inc. | 1.64% | Add +2.7% | 157,451 | $5.7M |
| Vermillion & White Wealth Management Group, LLC | 4.03% | Add +3626.9% | 153,475 | $5.6M |
"% 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.