Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q3 2025 (September 30)424holders −34
36new positions
65sold out
4famous investors
$39.60avg. 13F price*
At the end of Q3 2025, 424 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, down 34 from Q2 2025. 36 opened new positions and 65 sold out. The largest holders were Goldman Sachs Group Inc. ($2.0B), Ameriprise Financial Inc. ($227.7M) and Coldstream Capital Management Inc. ($218.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q3 2025)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $106.1M |
| Exits | 65 | $49.5M |
All 13F filers, Q2 2025 → Q3 2025: 8,878,606 shares bought and 13,534,357 shares sold, net −4,655,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Goldman Sachs Group Inc. | 0.28% | Add +2.6% | 49,290,296 | $2.0B |
| Ameriprise Financial Inc. | 0.05% | Reduce -13.2% | 5,745,127 | $227.7M |
| Coldstream Capital Management Inc. | 2.94% | Add +2.1% | 5,509,306 | $218.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -26.2% | 5,233,892 | $207.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.3% | 5,066,641 | $200.7M |
| Dynasty Wealth Management, LLC | 2.22% | Add +15.3% | 4,194,769 | $166.2M |
| Quotient Wealth Partners, LLC | 4.39% | Add +4.9% | 4,045,438 | $160.2M |
| United Capital Financial Advisors, LLC | 1.09% | Reduce -2.7% | 3,829,421 | $151.7M |
| LPL Financial LLC | 0.04% | Reduce -34.0% | 3,573,620 | $141.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +81.2% | 3,424,108 | $135.6M |
| Partners Capital Investment Group, LLP | 5.25% | Add +4.5% | 3,334,727 | $132.1M |
| Morgan Stanley | 0.01% | Add +3.0% | 3,226,013 | $127.8M |
| Waverly Advisors, LLC | 0.95% | Add +9.8% | 2,395,461 | $94.9M |
| Wells Fargo & Company | 0.02% | Reduce -6.4% | 2,227,195 | $88.2M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 1,987,842 | $78.7M |
| NorthRock Partners, LLC | 1.29% | New | 1,794,056 | $71.1M |
| Bank of America Corp. | 0.01% | Reduce -1.9% | 1,772,451 | $70.2M |
| First Interstate Bank | 3.14% | Reduce -1.3% | 1,434,508 | $56.8M |
| Cetera Investment Advisers | 0.06% | Add +33.8% | 1,399,884 | $55.4M |
| Osaic Holdings, Inc. | 0.08% | Add +1.7% | 1,366,089 | $53.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.8% | 1,313,430 | $52.0M |
| MML Investors Services, LLC | 0.12% | Reduce -21.6% | 1,157,914 | $45.9M |
| Jordan Park Group LLC | 2.36% | Add +32.3% | 1,044,396 | $41.4M |
| UBS Group AG | 0.01% | Add +1.8% | 1,020,889 | $40.4M |
| Mariner, LLC | 0.05% | Add +10.3% | 951,243 | $37.7M |
| US Bancorp \de | 0.04% | Reduce -1.8% | 877,392 | $34.8M |
| PNC Financial Services Group, Inc. | 0.02% | Add +7.1% | 861,590 | $34.1M |
| Blankinship & Foster, LLC | 7.14% | Add +2.7% | 824,372 | $32.7M |
| Verde Capital Management | 6.31% | Add +9.0% | 719,014 | $28.5M |
| Sachem Hill LLC | 5.33% | Reduce -4.5% | 673,247 | $26.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.2% | 645,426 | $25.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.3% | 581,654 | $23.0M |
| Act Wealth Management, LLC | 7.25% | Add +7.1% | 521,948 | $20.7M |
| Prasad Wealth Partners, LLC | 5.00% | Reduce -2.2% | 452,737 | $17.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -4.8% | 446,230 | $17.7M |
| Gitterman Wealth Management, LLC | 4.02% | Add +0.3% | 442,646 | $17.5M |
| Crumly & Associates Inc. | 3.80% | Add +2.6% | 438,502 | $17.4M |
| Valeo Financial Advisors, LLC | 0.39% | No change | 433,765 | $17.2M |
| Paradigm, Strategies in Wealth Management, LLC | 10.95% | Add +0.7% | 431,635 | $17.1M |
| Bokf, NA | 0.26% | Add +2.7% | 428,583 | $17.0M |
| Tiaa Trust, National Association | 0.04% | Reduce -56.3% | 409,270 | $16.2M |
| Flow Traders U.S. LLC | 0.64% | Reduce -0.6% | 393,953 | $15.6M |
| Denver PWM, LLC | 4.79% | No change | 404,319 | $15.3M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -2.3% | 352,476 | $14.0M |
| Royal Bank of Canada | 0.00% | Reduce -13.3% | 352,209 | $14.0M |
| Lido Advisors, LLC | 0.06% | New | 346,385 | $13.7M |
| WESCAP Management Group, Inc. | 2.78% | Reduce -0.3% | 334,418 | $13.2M |
| Lighthouse Wealth Management Inc. | 10.43% | Reduce -2.6% | 324,495 | $12.9M |
| Modern Wealth Management, LLC | 0.25% | Add +2.1% | 321,482 | $12.7M |
| Csenge Advisory Group | 0.58% | Reduce -0.5% | 304,934 | $12.1M |
| Ameritas Investment Partners, Inc. | 0.35% | Add +6.6% | 287,097 | $11.4M |
| Pathstone Holdings, LLC | 0.04% | Add +0.2% | 271,376 | $10.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.7% | 265,497 | $10.5M |
| Vertex Planning Partners, LLC | 1.88% | Add +3.4% | 248,026 | $9.8M |
| Nepc LLC | 0.25% | Add +18.4% | 237,827 | $9.4M |
| CX Institutional | 0.28% | Add +511.5% | 233,308 | $9.2M |
| PCA Investment Advisory Services Inc. | 3.37% | Add +12.6% | 230,031 | $9.1M |
| Darrow Company, Inc. | 4.22% | Add +10.3% | 224,070 | $9.1M |
| Avidian Wealth Enterprises, LLC | 0.34% | Reduce -0.9% | 228,224 | $9.0M |
| Weaver Capital Management LLC | 1.93% | Reduce -45.0% | 223,367 | $8.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +95.3% | 216,421 | $8.6M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -20.1% | 216,109 | $8.6M |
| Cyr Financial Inc. | 5.75% | Add +4.9% | 212,616 | $8.4M |
| Jones Financial Companies LLLP | 0.01% | Add +34.1% | 208,246 | $8.2M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +3.4% | 205,212 | $8.1M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -8.2% | 201,787 | $8.0M |
| Cerity Partners LLC | 0.01% | Add +3.2% | 188,295 | $7.5M |
| Blair William & Co. | 0.02% | Add +34.1% | 185,987 | $7.4M |
| Global Retirement Partners, LLC | 0.16% | Add +7.3% | 184,843 | $7.3M |
| Citadel Advisors | 0.01% | Add +484.2% | 176,237 | $7.0M |
| Crescent Grove Advisors, LLC | 0.60% | New | 157,916 | $6.3M |
| Adamsbrown Wealth Consultants LLC | 1.72% | Reduce -69.6% | 157,609 | $6.2M |
| MA Private Wealth | 1.03% | Reduce -3.0% | 153,944 | $6.1M |
| RFG Advisory, LLC | 0.12% | Add +4.1% | 152,437 | $6.0M |
| Ifrah Financial Services, Inc. | 1.54% | Reduce -0.4% | 150,039 | $5.9M |
| Precision Wealth Strategies, LLC | 1.85% | Reduce -5.5% | 143,806 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -20.7% | 143,330 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.4% | 134,393 | $5.4M |
| Summit Asset Management, LLC | 0.83% | No change | 135,870 | $5.4M |
| Citigroup Inc. | 0.00% | Add +10.1% | 133,189 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -16.3% | 126,159 | $5.0M |
| Delta Wealth Advisors LLC | 3.79% | Add +0.7% | 122,248 | $4.8M |
| Mutual Advisors, LLC | 0.11% | Reduce -16.3% | 117,770 | $4.8M |
| Stifel Financial Corp. | 0.00% | Reduce -14.5% | 118,621 | $4.7M |
| DecisionMap Wealth Management, LLC | 3.00% | Add +1.4% | 117,954 | $4.7M |
| Roof Eidam Maycock Peralta, LLC | 1.14% | Reduce -5.4% | 117,875 | $4.7M |
| Arq Wealth Advisors, LLC | 1.35% | New | 115,212 | $4.6M |
| Tritonpoint Wealth, LLC | 0.39% | Add +1.8% | 114,820 | $4.5M |
| Future Financial Wealth Managment LLC | 2.84% | Add +2.0% | 114,076 | $4.5M |
| Geneos Wealth Management Inc. | 0.11% | Add +4.6% | 113,315 | $4.5M |
| Fiduciary Trust Co | 0.05% | No change | 112,698 | $4.5M |
| Friedenthal Financial | 2.30% | Add +9264.7% | 112,470 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4.5% | 111,068 | $4.4M |
| Cornerstone Planning Group LLC | 0.69% | Reduce -1.0% | 105,564 | $4.3M |
| Traveka Wealth, LLC | 1.89% | Reduce -22.9% | 106,753 | $4.2M |
| IVC Wealth Advisors LLC | 1.84% | Add +1.4% | 104,001 | $4.1M |
| Regal Investment Advisors LLC | 0.27% | Add +3.6% | 103,874 | $4.1M |
| Bigelow Investment Advisors, LLC | 1.64% | Add +24.2% | 102,451 | $4.1M |
| Axxcess Wealth Management, LLC | 0.09% | Add +4.6% | 101,901 | $4.0M |
| Capital Asset Advisory Services LLC | 0.17% | Add +4.2% | 101,747 | $4.0M |
"% 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.