Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q2 2025 (June 30)458holders −67
40new positions
105sold out
4famous investors
$37.96avg. 13F price*
At the end of Q2 2025, 458 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, down 67 from Q1 2025. 40 opened new positions and 105 sold out. The largest holders were Goldman Sachs Group Inc. ($1.8B), Envestnet Asset Management Inc. ($269.1M) and Ameriprise Financial Inc. ($251.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $57.3M |
| Exits | 105 | $133.9M |
All 13F filers, Q1 2025 → Q2 2025: 5,224,588 shares bought and 53,335,796 shares sold, net −48,111,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 458 holders
| Goldman Sachs Group Inc. | 0.29% | Reduce -6.4% | 48,041,476 | $1.8B |
| Envestnet Asset Management Inc. | 0.08% | Reduce -66.0% | 7,088,380 | $269.1M |
| Ameriprise Financial Inc. | 0.06% | Add +14.7% | 6,618,320 | $251.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -28.2% | 6,275,245 | $238.2M |
| LPL Financial LLC | 0.07% | Reduce -32.1% | 5,411,518 | $205.4M |
| Coldstream Capital Management Inc. | 3.35% | Add +0.9% | 5,394,865 | $204.8M |
| United Capital Financial Advisors, LLC | 1.21% | Reduce -12.6% | 3,936,941 | $149.4M |
| Quotient Wealth Partners, LLC | 4.31% | Add +2.7% | 3,855,668 | $146.4M |
| Dynasty Wealth Management, LLC | 2.35% | Reduce -6.3% | 3,637,880 | $138.1M |
| Partners Capital Investment Group, LLP | 4.90% | Reduce -47.6% | 3,190,737 | $121.1M |
| Morgan Stanley | 0.01% | Reduce -22.7% | 3,133,167 | $118.9M |
| Wells Fargo & Company | 0.02% | Add +8.9% | 2,379,161 | $90.3M |
| Waverly Advisors, LLC | 0.91% | Add +11.8% | 2,182,429 | $82.8M |
| Northern Trust Corp. | 0.01% | Reduce -17.2% | 2,052,153 | $77.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -15.6% | 1,890,221 | $71.8M |
| Bank of America Corp. | 0.01% | Reduce -30.5% | 1,806,553 | $68.6M |
| MML Investors Services, LLC | 0.16% | Reduce -39.5% | 1,475,972 | $56.0M |
| First Interstate Bank | 3.24% | Reduce -41.6% | 1,453,341 | $55.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.6% | 1,408,652 | $53.5M |
| Osaic Holdings, Inc. | 0.09% | Add +105.1% | 1,343,251 | $51.0M |
| McMorgan & Co. LLC | 6.53% | Reduce -1.3% | 1,166,527 | $44.3M |
| Cetera Investment Advisers | 0.07% | Reduce -38.6% | 1,046,201 | $39.7M |
| UBS Group AG | 0.01% | Reduce -16.4% | 1,003,175 | $38.1M |
| Tiaa Trust, National Association | 0.09% | Reduce -68.2% | 936,302 | $35.5M |
| US Bancorp \de | 0.04% | Reduce -14.6% | 893,761 | $33.9M |
| Mariner, LLC | 0.05% | Add +50.7% | 862,260 | $32.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +11.2% | 804,540 | $30.5M |
| Blankinship & Foster, LLC | 7.14% | Reduce -0.0% | 802,912 | $30.5M |
| Jordan Park Group LLC | 1.94% | Reduce -24.3% | 789,163 | $30.0M |
| Sachem Hill LLC | 5.46% | Reduce -17.8% | 704,701 | $26.8M |
| Verde Capital Management | 6.18% | Add +8.7% | 659,822 | $25.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.8% | 646,751 | $24.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -47.4% | 621,017 | $23.6M |
| Adamsbrown Wealth Consultants LLC | 5.71% | Add +5.2% | 518,397 | $19.7M |
| Act Wealth Management, LLC | 7.82% | Reduce -1.1% | 487,427 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -39.8% | 468,485 | $17.8M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -22.7% | 467,357 | $17.7M |
| Prasad Wealth Partners, LLC | 5.15% | Add +13.6% | 463,020 | $17.6M |
| Sofi Wealth, LLC | 1.06% | Add +7.0% | 457,873 | $17.4M |
| Gitterman Wealth Management, LLC | 3.90% | Add +2.0% | 441,172 | $16.7M |
| Valeo Financial Advisors, LLC | 0.41% | Reduce -10.2% | 433,765 | $16.5M |
| Paradigm, Strategies in Wealth Management, LLC | 10.65% | Add +3.0% | 428,678 | $16.3M |
| Crumly & Associates Inc. | 3.95% | Reduce -2.3% | 427,420 | $16.2M |
| Bokf, NA | 0.26% | Reduce -0.6% | 417,307 | $15.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 406,470 | $15.4M |
| Weaver Capital Management LLC | 3.79% | Reduce -0.3% | 405,923 | $15.4M |
| Denver PWM, LLC | 4.79% | Add +5.5% | 404,319 | $15.3M |
| Flow Traders U.S. LLC | 0.56% | New | 396,139 | $15.0M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -23.6% | 360,693 | $13.7M |
| WESCAP Management Group, Inc. | 2.90% | Add +3.5% | 335,521 | $12.7M |
| Lighthouse Wealth Management Inc. | 10.95% | Reduce -2.4% | 333,250 | $12.7M |
| Cwm, LLC | 0.04% | Reduce -84.6% | 326,411 | $12.4M |
| Exchange Capital Management, Inc. | 1.84% | Add +5.3% | 325,525 | $12.4M |
| Modern Wealth Management, LLC | 0.29% | Reduce -2.0% | 314,760 | $11.9M |
| Csenge Advisory Group | 0.61% | Reduce -5.6% | 306,474 | $11.6M |
| Meridian Wealth Management, LLC | 0.46% | Reduce -12.0% | 281,103 | $10.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -67.9% | 272,952 | $10.4M |
| Pathstone Holdings, LLC | 0.04% | No change | 270,886 | $10.3M |
| Farther Finance Advisors, LLC | 0.21% | Reduce -27.0% | 270,423 | $10.3M |
| Ameritas Investment Partners, Inc. | 0.32% | Add +4.4% | 269,400 | $10.2M |
| Seaview Investment Managers LLC | 2.06% | Reduce -1.4% | 256,590 | $9.7M |
| Vertex Planning Partners, LLC | 1.90% | Reduce -12.9% | 239,831 | $9.1M |
| Avidian Wealth Enterprises, LLC | 0.36% | Reduce -8.6% | 230,338 | $8.7M |
| Kovack Advisors, Inc. | 0.83% | Reduce -34.5% | 221,976 | $8.4M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -76.7% | 219,692 | $8.3M |
| Park Avenue Securities LLC | 0.07% | New | 208,871 | $7.9M |
| PCA Investment Advisory Services Inc. | 3.27% | Add +4.6% | 204,256 | $7.8M |
| Darrow Company, Inc. | 3.90% | Add +11.1% | 203,112 | $7.7M |
| Cyr Financial Inc. | 5.94% | Add +23.8% | 202,754 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | New | 201,113 | $7.6M |
| Nepc LLC | 0.19% | Reduce -0.1% | 200,854 | $7.6M |
| Kingsview Wealth Management, LLC | 0.13% | Add +717.7% | 199,469 | $7.6M |
| Great Valley Advisor Group, Inc. | 0.17% | Reduce -1.0% | 198,493 | $7.5M |
| Clark Wealth Partners | 4.85% | Reduce -43.5% | 189,360 | $7.2M |
| Cerity Partners LLC | 0.01% | Add +3.4% | 182,424 | $6.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.8% | 180,658 | $6.9M |
| Keystone Financial Group | 0.62% | Add +98.5% | 180,246 | $6.8M |
| Global Retirement Partners, LLC | 0.16% | — | 172,327 | $6.5M |
| MA Private Wealth | 1.08% | Reduce -7.5% | 158,616 | $6.0M |
| Jones Financial Companies LLLP | 0.00% | Add +35.0% | 155,282 | $5.9M |
| Precision Wealth Strategies, LLC | 1.88% | New | 152,192 | $5.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -59.3% | 150,738 | $5.7M |
| Ifrah Financial Services, Inc. | 1.56% | Reduce -4.3% | 150,652 | $5.7M |
| RFG Advisory, LLC | 0.13% | Reduce -13.0% | 146,381 | $5.6M |
| Mutual Advisors, LLC | 0.13% | Add +8.5% | 140,738 | $5.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -76.7% | 141,189 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -53.0% | 140,398 | $5.3M |
| Stifel Financial Corp. | 0.01% | Reduce -64.5% | 138,795 | $5.3M |
| Blair William & Co. | 0.01% | Add +20.2% | 138,720 | $5.3M |
| Traveka Wealth, LLC | 2.78% | Reduce -1.9% | 138,493 | $5.3M |
| Summit Asset Management, LLC | 0.84% | Reduce -0.4% | 135,870 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.1% | 136,360 | $5.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -91.6% | 132,500 | $5.0M |
| Sigma Planning Corp | 0.14% | Reduce -1.0% | 125,657 | $4.8M |
| Roof Eidam Maycock Peralta, LLC | 1.17% | Add +1.6% | 124,625 | $4.7M |
| WT Wealth Management | 1.37% | Reduce -1.9% | 121,913 | $4.6M |
| Delta Wealth Advisors LLC | 3.86% | Reduce -0.2% | 121,415 | $4.6M |
| Citigroup Inc. | 0.00% | Add +2.2% | 120,979 | $4.6M |
| Scissortail Wealth Management, LLC | 1.09% | Add +4.4% | 119,019 | $4.5M |
| KWB Wealth | 0.54% | New | 122,473 | $4.4M |
"% 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.