Isha Curr Hedged MSCI EafeHEFAETF
13F holders, Q1 2026 (March 31)435holders +5
42new positions
37sold out
2famous investors
$42.48avg. 13F price*
At the end of Q1 2026, 435 institutions reported holding Isha Curr Hedged MSCI Eafe (HEFA) in their 13F filings, up 5 from Q4 2025. 42 opened new positions and 37 sold out. The largest holders were Goldman Sachs Group Inc. ($2.0B), Coldstream Capital Management Inc. ($252.0M) and Envestnet Asset Management Inc. ($195.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Isha Curr Hedged MSCI Eafe
- Filed as
- ISHARES TR (Q1 2026)
- CUSIP
- 46434V803
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $142.4M |
| Exits | 37 | $15.9M |
All 13F filers, Q4 2025 → Q1 2026: 9,187,552 shares bought and 9,964,178 shares sold, net −776,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 435 holders
| Goldman Sachs Group Inc. | 0.27% | Reduce -4.6% | 48,091,087 | $2.0B |
| Coldstream Capital Management Inc. | 3.13% | Add +4.8% | 5,929,029 | $252.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +216.9% | 4,591,882 | $195.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -12.9% | 4,272,968 | $181.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.1% | 4,222,263 | $175.3M |
| Morgan Stanley | 0.01% | Add +4.2% | 3,781,496 | $160.7M |
| Partners Capital Investment Group, LLP | 5.73% | Add +4.0% | 3,579,217 | $152.1M |
| LPL Financial LLC | 0.04% | Reduce -2.2% | 3,542,299 | $150.5M |
| Dynasty Wealth Management, LLC | 1.29% | Reduce -2.3% | 3,473,227 | $147.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -2.8% | 3,454,761 | $146.8M |
| Quotient Wealth Partners, LLC | 3.77% | Reduce -3.0% | 3,367,759 | $143.1M |
| United Capital Financial Advisors, LLC | 0.88% | Reduce -5.1% | 3,344,417 | $142.3M |
| NorthRock Partners, LLC | 2.11% | Add +13.3% | 3,074,762 | $130.7M |
| Wells Fargo & Company | 0.02% | Reduce -3.0% | 2,043,672 | $86.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 1,980,647 | $84.2M |
| Waverly Advisors, LLC | 0.61% | Reduce -22.6% | 1,927,453 | $81.9M |
| Bank of America Corp. | 0.01% | Reduce -7.3% | 1,689,813 | $71.8M |
| Cetera Investment Advisers | 0.06% | Add +4.7% | 1,409,864 | $59.9M |
| Osaic Holdings, Inc. | 0.08% | Reduce -8.0% | 1,248,667 | $53.1M |
| MML Investors Services, LLC | 0.13% | Reduce -9.8% | 1,135,613 | $48.3M |
| PNC Financial Services Group, Inc. | 0.03% | Add +9.3% | 1,033,324 | $43.9M |
| Jordan Park Group LLC | 2.25% | Reduce -1.1% | 995,388 | $42.3M |
| Flow Traders U.S. LLC | 1.33% | New | 984,500 | $41.8M |
| Raymond James Financial Inc. | 0.01% | Add +7.0% | 937,602 | $39.8M |
| Mariner, LLC | 0.04% | Reduce -10.9% | 881,418 | $37.5M |
| Verde Capital Management | 7.56% | Add +7.4% | 831,540 | $35.3M |
| Blankinship & Foster, LLC | 7.41% | Reduce -2.6% | 789,104 | $33.5M |
| US Bancorp \de | 0.04% | Reduce -4.9% | 780,909 | $33.2M |
| Sachem Hill LLC | 5.70% | Reduce -0.4% | 693,072 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +44.1% | 645,820 | $27.4M |
| Crumly & Associates Inc. | 5.51% | Add +35.6% | 616,666 | $26.2M |
| Elevation Point Wealth Partners, LLC | 0.53% | New | 524,043 | $22.3M |
| Vestmark Advisory Solutions, Inc. | 0.24% | New | 518,815 | $22.0M |
| Act Wealth Management, LLC | 7.39% | Reduce -0.4% | 517,694 | $22.0M |
| UBS Group AG | 0.00% | Reduce -49.2% | 510,381 | $21.7M |
| Bokf, NA | 0.31% | Add +9.3% | 481,203 | $20.4M |
| Prasad Wealth Partners, LLC | 5.11% | Add +1.3% | 441,387 | $18.8M |
| Tulsa Wealth Advisors, INC | 3.18% | New | 427,085 | $18.1M |
| Paradigm, Strategies in Wealth Management, LLC | 11.44% | Reduce -8.7% | 396,691 | $16.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -17.5% | 359,081 | $15.3M |
| Csenge Advisory Group | 0.69% | Reduce -5.9% | 353,633 | $15.0M |
| WESCAP Management Group, Inc. | 2.93% | Add +2.0% | 350,321 | $14.9M |
| Denver PWM, LLC | 5.11% | Reduce -17.7% | 332,933 | $14.9M |
| Lighthouse Wealth Management Inc. | 9.95% | Add +3.6% | 344,555 | $14.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 333,755 | $14.2M |
| Modern Wealth Management, LLC | 0.24% | Reduce -1.1% | 320,077 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +32.2% | 333,680 | $13.8M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -4.8% | 311,823 | $13.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.05% | — | 305,201 | $13.0M |
| PCA Investment Advisory Services Inc. | 4.20% | Add +13.8% | 295,941 | $12.6M |
| CX Institutional | 0.35% | Add +19.9% | 273,350 | $11.6M |
| Pathstone Holdings, LLC | 0.05% | No change | 270,886 | $11.5M |
| Perspective Wealth Advisors LLC | 7.22% | Add +12.2% | 261,821 | $11.1M |
| Vertex Planning Partners, LLC | 2.12% | Add +2.4% | 256,973 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.7% | 255,080 | $10.8M |
| Lido Advisors, LLC | 0.04% | Reduce -25.5% | 253,975 | $10.8M |
| Deutsche Bank AG | 0.00% | No change | 250,000 | $10.6M |
| Cyr Financial Inc. | 6.21% | Add +7.6% | 248,421 | $10.6M |
| Nepc LLC | 0.20% | No change | 241,150 | $10.2M |
| Independent Advisor Alliance | 0.11% | New | 237,809 | $10.1M |
| Darrow Company, Inc. | 4.27% | Add +0.4% | 223,202 | $9.5M |
| Avidian Wealth Enterprises, LLC | 0.30% | Add +0.0% | 221,510 | $9.4M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +3.6% | 220,549 | $9.4M |
| Crescent Grove Advisors, LLC | 0.92% | Add +7.5% | 218,230 | $9.3M |
| Weaver Capital Management LLC | 1.96% | Reduce -2.9% | 212,575 | $9.0M |
| Blair William & Co. | 0.03% | Add +6.2% | 211,689 | $9.0M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -6.8% | 207,565 | $8.9M |
| Wellington-Altus USA Inc. | 4.84% | Add +4.2% | 175,139 | $8.2M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 192,344 | $8.2M |
| RFG Advisory, LLC | 0.15% | Add +19.4% | 188,497 | $8.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -73.4% | 168,096 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +90.5% | 166,967 | $7.1M |
| Delta Wealth Advisors LLC | 5.24% | Add +12.9% | 161,958 | $6.9M |
| Burns Matteson Capital Management, LLC | 2.53% | Add +67.9% | 153,040 | $6.5M |
| Arq Wealth Advisors, LLC | 1.15% | Add +7.2% | 149,851 | $6.4M |
| Keystone Financial Group | 0.44% | Add +2326.3% | 149,704 | $6.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -6.7% | 146,329 | $6.2M |
| Ifrah Financial Services, Inc. | 1.63% | Reduce -1.6% | 145,489 | $6.2M |
| Citigroup Inc. | 0.00% | Add +4.8% | 142,517 | $6.1M |
| Adamsbrown Wealth Consultants LLC | 1.58% | Reduce -5.1% | 140,570 | $6.0M |
| Geneos Wealth Management Inc. | 0.14% | Add +0.6% | 140,329 | $6.0M |
| Bigelow Investment Advisors, LLC | 2.38% | Add +19.5% | 140,130 | $6.0M |
| First Interstate Bank | 0.33% | Reduce -90.3% | 137,540 | $5.8M |
| Summit Asset Management, LLC | 0.80% | No change | 135,870 | $5.8M |
| IVC Wealth Advisors LLC | 2.38% | Add +21.0% | 128,985 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.2% | 122,184 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 120,199 | $5.1M |
| Clarity Retirement & Wealth, LLC | 4.10% | Reduce -14.2% | 119,745 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +49.3% | 118,144 | $5.0M |
| Friedenthal Financial | 2.48% | Add +3.8% | 116,371 | $4.9M |
| Precision Wealth Strategies, LLC | 1.63% | Reduce -11.8% | 115,963 | $4.9M |
| Roof Eidam Maycock Peralta, LLC | 1.12% | No change | 114,975 | $4.9M |
| Cornerstone Planning Group LLC | 0.65% | Reduce -0.4% | 110,171 | $4.9M |
| Fiduciary Trust Co | 0.06% | No change | 112,698 | $4.8M |
| DecisionMap Wealth Management, LLC | 3.02% | Reduce -3.0% | 109,895 | $4.7M |
| Capital Asset Advisory Services LLC | 0.18% | Reduce -1.6% | 103,397 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -7.3% | 108,639 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -23.0% | 100,417 | $4.3M |
| Advyzon Investment Management, LLC | 0.39% | New | 101,330 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +4.2% | 101,277 | $4.3M |
"% 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.