Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q4 2025 (December 31)430holders +6
32new positions
40sold out
2famous investors
$41.35avg. 13F price*
At the end of Q4 2025, 430 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, up 6 from Q3 2025. 32 opened new positions and 40 sold out. The largest holders were Goldman Sachs Group Inc. ($2.1B), Coldstream Capital Management Inc. ($234.0M) and Ameriprise Financial Inc. ($202.7M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $15.9M |
| Exits | 40 | $36.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,768,250 shares bought and 9,807,504 shares sold, net −5,039,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 430 holders
| Goldman Sachs Group Inc. | 0.30% | Add +2.2% | 50,393,002 | $2.1B |
| Coldstream Capital Management Inc. | 3.04% | Add +2.7% | 5,656,741 | $234.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -14.6% | 4,904,775 | $202.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -14.0% | 4,358,608 | $180.3M |
| Morgan Stanley | 0.01% | Add +12.5% | 3,630,089 | $150.1M |
| LPL Financial LLC | 0.04% | Add +1.4% | 3,622,801 | $149.8M |
| Dynasty Wealth Management, LLC | 1.44% | Reduce -15.3% | 3,553,862 | $147.0M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +3.8% | 3,552,545 | $146.9M |
| United Capital Financial Advisors, LLC | 0.88% | Reduce -8.0% | 3,524,238 | $145.8M |
| Quotient Wealth Partners, LLC | 3.82% | Reduce -14.2% | 3,470,264 | $143.5M |
| Partners Capital Investment Group, LLP | 5.30% | Add +3.2% | 3,442,271 | $142.4M |
| NorthRock Partners, LLC | 1.90% | Add +51.2% | 2,712,794 | $112.2M |
| Waverly Advisors, LLC | 0.83% | Add +4.0% | 2,490,895 | $103.0M |
| Wells Fargo & Company | 0.02% | Reduce -5.4% | 2,105,977 | $87.1M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 1,990,440 | $82.3M |
| Bank of America Corp. | 0.01% | Add +2.8% | 1,822,186 | $75.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -72.3% | 1,449,141 | $59.9M |
| First Interstate Bank | 3.17% | Reduce -0.6% | 1,426,001 | $59.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -0.6% | 1,357,783 | $56.2M |
| Cetera Investment Advisers | 0.06% | Reduce -3.8% | 1,346,942 | $55.7M |
| MML Investors Services, LLC | 0.13% | Add +8.7% | 1,259,083 | $52.1M |
| Jordan Park Group LLC | 2.41% | Reduce -3.6% | 1,006,633 | $41.6M |
| UBS Group AG | 0.01% | Reduce -1.5% | 1,005,341 | $41.6M |
| Mariner, LLC | 0.05% | Add +4.0% | 989,461 | $40.9M |
| PNC Financial Services Group, Inc. | 0.02% | Add +9.7% | 945,472 | $39.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -33.3% | 876,190 | $36.2M |
| US Bancorp \de | 0.04% | Reduce -6.4% | 821,494 | $34.0M |
| Blankinship & Foster, LLC | 7.24% | Reduce -1.7% | 810,326 | $33.5M |
| Verde Capital Management | 6.83% | Add +7.7% | 774,533 | $32.0M |
| Sachem Hill LLC | 5.59% | Add +3.3% | 695,650 | $28.8M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.1% | 632,100 | $26.1M |
| Act Wealth Management, LLC | 7.03% | Reduce -0.4% | 519,911 | $21.5M |
| Crumly & Associates Inc. | 3.95% | Add +3.7% | 454,722 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.4% | 448,039 | $18.5M |
| Bokf, NA | 0.28% | Add +2.7% | 440,088 | $18.2M |
| Prasad Wealth Partners, LLC | 4.81% | Reduce -3.7% | 435,920 | $18.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -25.1% | 435,430 | $18.0M |
| Paradigm, Strategies in Wealth Management, LLC | 11.80% | Add +0.7% | 434,568 | $18.0M |
| Valeo Financial Advisors, LLC | 0.40% | No change | 433,765 | $17.9M |
| Csenge Advisory Group | 0.70% | Add +23.2% | 375,672 | $15.5M |
| Denver PWM, LLC | 5.13% | No change | 404,319 | $15.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 344,620 | $14.3M |
| WESCAP Management Group, Inc. | 2.88% | Add +2.7% | 343,386 | $14.2M |
| Lido Advisors, LLC | 0.06% | Reduce -1.6% | 340,828 | $14.1M |
| Lighthouse Wealth Management Inc. | 9.40% | Add +2.5% | 332,591 | $13.8M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -7.1% | 327,606 | $13.5M |
| Modern Wealth Management, LLC | 0.24% | Add +0.7% | 323,563 | $13.4M |
| Ameritas Investment Partners, Inc. | 0.38% | Add +3.9% | 298,339 | $12.3M |
| Tiaa Trust, National Association | 0.03% | Reduce -28.9% | 291,014 | $12.0M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 276,404 | $11.4M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.2% | 270,886 | $11.2M |
| PCA Investment Advisory Services Inc. | 3.76% | Add +13.0% | 260,034 | $10.8M |
| Jones Financial Companies LLLP | 0.01% | Add +21.2% | 252,437 | $10.4M |
| Vertex Planning Partners, LLC | 2.41% | Add +1.2% | 250,964 | $10.4M |
| Deutsche Bank AG | 0.00% | Add +233.3% | 250,000 | $10.3M |
| Nepc LLC | 0.21% | Add +1.4% | 241,150 | $10.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +10.7% | 239,665 | $9.9M |
| Perspective Wealth Advisors LLC | 6.87% | — | 233,384 | $9.7M |
| Cyr Financial Inc. | 5.95% | Add +8.6% | 230,857 | $9.5M |
| CX Institutional | 0.28% | Reduce -2.3% | 228,028 | $9.4M |
| Global Retirement Partners, LLC | 0.17% | Add +21.7% | 224,995 | $9.3M |
| Farther Finance Advisors, LLC | 0.10% | Add +3.1% | 222,781 | $9.2M |
| Darrow Company, Inc. | 4.13% | Reduce -0.8% | 222,307 | $9.2M |
| Avidian Wealth Enterprises, LLC | 0.33% | Reduce -3.0% | 221,415 | $9.2M |
| Weaver Capital Management LLC | 1.92% | Reduce -1.9% | 219,011 | $9.1M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +3.8% | 212,935 | $8.8M |
| Crescent Grove Advisors, LLC | 0.80% | Add +28.5% | 202,951 | $8.4M |
| OneDigital Investment Advisors LLC | 0.08% | Add +0.1% | 201,920 | $8.4M |
| Blair William & Co. | 0.02% | Add +7.1% | 199,263 | $8.2M |
| Cerity Partners LLC | 0.01% | Add +1.7% | 191,536 | $7.9M |
| Wellington-Altus USA Inc. | 5.15% | — | 168,102 | $7.0M |
| Stewardship Concepts Financial Services LLC | 5.56% | — | 159,322 | $6.6M |
| RFG Advisory, LLC | 0.12% | Add +3.6% | 157,919 | $6.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +9.4% | 156,767 | $6.5M |
| Adamsbrown Wealth Consultants LLC | 1.71% | Reduce -6.0% | 148,161 | $6.1M |
| Ifrah Financial Services, Inc. | 1.57% | Reduce -1.4% | 147,932 | $6.1M |
| Delta Wealth Advisors LLC | 4.97% | Add +17.3% | 143,408 | $5.9M |
| Arq Wealth Advisors, LLC | 1.56% | Add +21.4% | 139,839 | $5.8M |
| Clarity Retirement & Wealth, LLC | 5.08% | — | 139,561 | $5.8M |
| Geneos Wealth Management Inc. | 0.14% | Add +23.1% | 139,508 | $5.8M |
| Citigroup Inc. | 0.00% | Add +2.1% | 136,003 | $5.6M |
| Summit Asset Management, LLC | 0.80% | No change | 135,870 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.0% | 130,408 | $5.5M |
| Precision Wealth Strategies, LLC | 1.76% | Reduce -8.6% | 131,450 | $5.4M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 120,051 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +6.6% | 118,406 | $4.9M |
| Bigelow Investment Advisors, LLC | 1.89% | Add +14.5% | 117,285 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -7.1% | 117,221 | $4.8M |
| Future Financial Wealth Managment LLC | 3.21% | Reduce -1.0% | 112,937 | $4.8M |
| Roof Eidam Maycock Peralta, LLC | 1.08% | Reduce -2.5% | 114,975 | $4.8M |
| Cornerstone Planning Group LLC | 0.73% | Add +4.8% | 110,655 | $4.7M |
| DecisionMap Wealth Management, LLC | 2.89% | Reduce -4.0% | 113,274 | $4.7M |
| Fiduciary Trust Co | 0.05% | No change | 112,698 | $4.7M |
| Friedenthal Financial | 2.39% | Reduce -0.3% | 112,097 | $4.6M |
| Capital Asset Advisory Services LLC | 0.18% | Add +3.2% | 105,021 | $4.5M |
| IVC Wealth Advisors LLC | 1.92% | Add +2.5% | 106,609 | $4.4M |
| Axxcess Wealth Management, LLC | 0.08% | Add +2.8% | 104,753 | $4.3M |
| Traveka Wealth, LLC | 1.72% | Reduce -4.2% | 102,306 | $4.2M |
| Capital Investment Advisory Services, LLC | 0.30% | New | 101,859 | $4.2M |
| Sigma Planning Corp | 0.12% | Add +4.9% | 101,026 | $4.2M |
"% 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.