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iShares Currency Hedged MSCI EAFE ETF (HEFA) Institutional Ownership

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$35.84
+0.12 (+0.34%)
(As of 05/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Currency Hedged MSCI EAFE ETF (BATS:HEFA)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$244.28M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$82.55M
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HEFA Institutional Buying and Selling by Quarter

iShares Currency Hedged MSCI EAFE ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Burns Matteson Capital Management LLC16,324$569K0.3%N/A0.008%
5/10/2024 TIAA Trust National Association1,493,290$52.09M0.2%+69.3%0.772%
5/9/2024 Dorsey & Whitney Trust CO LLC20,816$726K0.0%+166.3%0.011%
5/8/2024 Cornerstone Planning Group LLC96,919$3.36M1.0%+6.9%0.052%
5/4/2024 Commonwealth Retirement Investments LLC16,717$583K0.3%N/A0.009%
5/3/2024 Liberty Wealth Management LLC44,190$1.54M0.3%N/A0.024%
5/1/2024 Janney Montgomery Scott LLC1,340,721$46.76M0.1%+1,066.3%0.716%
5/1/2024 BNP Paribas Financial Markets1,145$40K0.0%+159.6%0.001%
4/30/2024 Arkadios Wealth Advisors9,932$346K0.0%+18.7%0.005%
4/25/2024 Valeo Financial Advisors LLC297,974$10.27M0.3%-0.6%0.159%
4/23/2024 Wetzel Investment Advisors Inc.4,881$165K0.1%-5.8%0.003%
4/23/2024 Moody Lynn & Lieberson LLC5,750$201K0.0%N/A0.003%
4/23/2024 Strategic Blueprint LLC236,473$8.25M0.6%+52.4%0.126%
4/22/2024 Bay Harbor Wealth Management LLC74,064$2.58M0.9%N/A0.040%
4/22/2024Ashton Thomas Private Wealth LLC20,225$705K0.0%+10.1%0.011%
4/18/2024 Exchange Capital Management Inc.290,838$10.14M1.7%+5.1%0.251%
4/18/2024 Park Place Capital Corp3,698$129K0.0%+10.0%0.003%
4/12/2024 AdvisorNet Financial Inc75,059$2.62M0.3%+13.6%0.065%
4/5/2024 VERITY Wealth Advisors80,820$2.82M2.2%-9.3%0.070%
4/1/2024 Burkett Financial Services LLC32,162$1.12M0.6%-5.7%0.028%
2/15/2024Comerica Bank65,418$2.06M0.0%+92.3%0.057%
2/12/2024Partners Capital Investment Group LLP2,899,656$91.37M2.0%-45.0%2.507%
2/12/2024 Burkett Financial Services LLC34,123$1.08M0.6%N/A0.030%
2/12/2024 Parallel Advisors LLC2,506$79K0.0%+112.4%0.002%
2/8/2024 Exchange Capital Management Inc.276,663$8.72M1.6%+1.3%0.239%
2/8/2024 Janney Montgomery Scott LLC114,955$3.62M0.0%-5.2%0.099%
1/31/2024 Wetzel Investment Advisors Inc.5,183$163K0.1%N/A0.004%
1/29/2024 Valeo Financial Advisors LLC299,849$9.45M0.4%+3.6%0.259%
1/25/2024 Strategic Blueprint LLC155,136$4.89M0.4%-3.6%0.134%
1/24/2024Prime Capital Investment Advisors LLC713,883$22.49M0.3%N/A0.617%
1/24/2024 Arkadios Wealth Advisors8,368$264K0.0%N/A0.007%
1/23/2024 TIAA Trust National Association881,991$27.79M0.1%+60.6%0.763%
1/19/2024 AdvisorNet Financial Inc66,076$2.08M0.2%+15.6%0.057%
11/15/2023Integrated Wealth Concepts LLC50,266$1.51M0.0%+8.0%0.043%
11/8/2023 Cornerstone Planning Group LLC76,738$2.31M0.9%+66.7%0.066%
11/8/2023 Janney Montgomery Scott LLC121,268$3.65M0.0%+229.1%0.105%
11/6/2023 Eldridge Investment Advisors Inc.32,500$978K0.3%+150.0%0.028%
11/4/2023 NBC Securities Inc.1,290$38K0.0%N/A0.001%
10/30/2023 Exchange Capital Management Inc.273,206$8.22M1.6%+0.6%0.236%
10/27/2023 TIAA Trust National Association549,094$16.53M0.1%N/A0.475%
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10/27/2023 Whittier Trust Co.3,460$104K0.0%-72.2%0.003%
10/24/2023 Bank of New York Mellon Corp2,135,029$64.26M0.0%+60.3%1.846%
10/20/2023 Valeo Financial Advisors LLC289,509$8.71M0.3%+86.2%0.250%
10/18/2023 CX Institutional28,773$866K0.0%-84.2%0.025%
10/18/2023 Strategic Blueprint LLC160,945$4.84M0.4%-5.3%0.139%
10/17/2023 Avior Wealth Management LLC1,390$42K0.0%N/A0.001%
10/16/2023 First PREMIER Bank1,283$39K0.0%N/A0.001%
10/12/2023 AdvisorNet Financial Inc57,162$1.72M0.2%+481.2%0.049%
9/21/2023Baystate Wealth Management LLC1,174$36K0.0%+40.3%0.001%
8/14/2023United Capital Financial Advisers LLC10,517,230$326.03M1.8%+4.8%9.094%
8/14/2023Partners Capital Investment Group LLP5,593,841$173.41M3.7%+48.1%4.837%
8/9/2023Flow Traders U.S. LLC200,311$6.21M0.3%N/A0.177%
8/8/2023OVERSEA CHINESE BANKING Corp Ltd72,198$2.24M0.1%-9.9%0.064%
8/8/2023 SouthState Corp1,000$31K0.0%-90.9%0.001%
8/4/2023 Park Place Capital Corp3,362$104K0.0%-16.6%0.003%
8/3/2023 Eldridge Investment Advisors Inc.12,999$403K0.1%N/A0.012%
8/3/2023 Bank of New York Mellon Corp1,331,828$41.29M0.0%-0.7%1.179%
7/31/2023TIAA FSB464,416$14.40M0.1%+6.9%0.411%
7/27/2023 VERITY Wealth Advisors93,405$2.90M2.6%-6.1%0.083%
7/27/2023 BIP Wealth LLC11,300$350K0.0%N/A0.010%
7/27/2023 Moody Lynn & Lieberson LLC7,000$217K0.0%N/A0.006%
7/26/2023 Janney Montgomery Scott LLC36,845$1.14M0.0%+348.5%0.033%
7/24/2023 Exchange Capital Management Inc.271,639$8.42M1.6%+0.5%0.240%
7/14/2023 AdvisorNet Financial Inc9,836$305K0.0%+206.8%0.009%
7/14/2023 Valeo Financial Advisors LLC155,511$4.82M0.2%+5.9%0.138%
5/22/2023American Trust190,269$5.76M0.4%-10.5%0.173%
5/18/2023Titleist Asset Management LLC92,899$2.74M0.6%N/A0.084%
5/11/2023Colonial Trust Advisors11,497$339K0.0%-7.6%0.010%
5/11/2023 One Capital Management LLC408,388$12.04M0.6%N/A0.371%
5/9/2023 Bank of New York Mellon Corp1,341,379$39.53M0.0%+0.9%1.218%
5/9/2023 US Bancorp DE1,540,460$45.40M0.1%-11.0%1.399%
5/9/2023 White Pine Capital LLC9,001$265K0.1%-8.1%0.008%
5/8/2023OVERSEA CHINESE BANKING Corp Ltd80,113$2.36M0.1%-5.1%0.073%
5/3/2023 Exchange Capital Management Inc.270,411$7.97M1.6%+1.2%0.246%
5/3/2023Integrated Wealth Concepts LLC41,804$1.23M0.0%+93.2%0.038%
4/28/2023 Janney Montgomery Scott LLC8,216$242K0.0%-26.3%0.007%
4/19/2023TIAA FSB434,489$12.80M0.0%N/A0.395%
4/17/2023 Valeo Financial Advisors LLC146,835$4.33M0.2%+184.0%0.133%
3/6/2023OLD Mission Capital LLC98,971$2.67M0.1%-81.7%0.000%
2/16/2023American Trust212,599$5.74M0.5%-13.5%0.000%
2/16/2023United Capital Financial Advisers LLC8,974,046$242.30M1.4%+3.8%0.000%
2/13/2023Oversea Chinese Banking CORP Ltd84,426$2.28M0.1%N/A0.000%
2/13/2023Integrated Wealth Concepts LLC21,639$584K0.0%N/A0.000%
2/13/2023 Bellwether Advisors LLC1,270$34K0.0%-56.5%0.000%
2/13/2023 CIBC Private Wealth Group LLC10,320$279K0.0%-14.3%0.000%
2/9/2023 Valeo Financial Advisors LLC51,710$1.40M0.1%N/A0.000%
2/3/2023 CX Institutional518,925$14.01M0.9%+1,062.1%0.000%
2/2/2023 Summit Investment Advisory Services LLC29,513$797K1.0%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC11,142$301K0.0%-97.3%0.000%
2/1/2023 Exchange Capital Management Inc.267,279$7.22M1.6%-30.1%0.000%
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1/25/2023 Whittier Trust Co.13,415$362K0.0%-50.1%0.000%
1/20/2023 Miracle Mile Advisors LLC9,411$254K0.0%-99.6%0.000%
1/12/2023Titleist Asset Management LTD.65,423$1.77M0.4%+23.2%0.000%
1/11/2023 North Star Investment Management Corp.4,291$116K0.0%+22.6%0.000%
1/11/2023 VERITY Wealth Advisors99,268$2.68M2.6%+9.0%0.000%
12/8/2022 Bank of New York Mellon Corp1,347,312$40.27M0.0%-2.2%0.000%
12/2/2022American Trust245,751$7.35M0.6%-2.7%0.000%
11/15/2022 Signature Securities Group Corporation21,155$632K0.2%N/A0.000%
11/15/2022Titleist Asset Management LTD.53,105$1.59M0.4%N/A0.000%
11/15/2022Partners Capital Investment Group LLP1,994,685$59.62M3.5%+1.1%0.000%
(Data available from 1/1/2016 forward)

HEFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEFA shares?

During the previous two years, 71 institutional investors and hedge funds held shares of iShares Currency Hedged MSCI EAFE ETF. The most heavily invested institutionals were United Capital Financial Advisers LLC ($326.03M), Partners Capital Investment Group LLP ($91.37M), JPMorgan Chase & Co. ($77.27M), Bank of New York Mellon Corp ($64.26M), TIAA Trust National Association ($52.09M), Janney Montgomery Scott LLC ($46.76M), and US Bancorp DE ($45.40M).Learn more on HEFA's institutional investors.

Which institutional investors have been buying iShares Currency Hedged MSCI EAFE ETF stock?

Of the 59 institutional investors that purchased iShares Currency Hedged MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Miracle Mile Advisors LLC ($2.29M), United Capital Financial Advisers LLC ($2.28M), JPMorgan Chase & Co. ($2.23M), Partners Capital Investment Group LLP ($1.84M), Janney Montgomery Scott LLC ($1.78M), TIAA Trust National Association ($1.49M), and Bank of New York Mellon Corp ($814.96K).

How much institutional buying is happening at iShares Currency Hedged MSCI EAFE ETF?

Institutional investors have bought a total of 17,116,646 shares in the last 24 months. This purchase volume represents approximately $537.68M in transactions.

Which iShares Currency Hedged MSCI EAFE ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold iShares Currency Hedged MSCI EAFE ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($3.62M), Partners Capital Investment Group LLP ($2.38M), Miracle Mile Advisors LLC ($2.28M), CX Institutional ($615.00K), Janney Montgomery Scott LLC ($478.54K), OLD Mission Capital LLC ($442.91K), and US Bancorp DE ($293.15K).

How much institutional selling is happening at iShares Currency Hedged MSCI EAFE ETF?

Institutional investors have sold a total of 10,944,427 shares in the last 24 months. This volume of shares sold represents approximately $330.72M in transactions.


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This page (BATS:HEFA) was last updated on 5/15/2024 by MarketBeat.com Staff

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