Security record
HEFA
iShares Currency Hedged MSCI EAFE ETF · Financial Services · Asset Management - Global
51Tracked holders
+2Δ holders
88.64MShares held
$4.16BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.1% ·
share flow -0.5% ·
net new positions +3.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +2 | 88.64M | $4.16B | +2 | — |
| Q1 2026 | 50 | -2 | 89.09M | $3.78B | +2 | −4 |
| Q4 2025 | 53 | -3 | 90.29M | $3.73B | — | −3 |
| Q3 2025 | 9 | 0 | 62.90M | $2.49B | +1 | −1 |
| Q2 2025 | 6 | -1 | 111.94K | $4.25M | +1 | −2 |
| Q1 2025 | 4 | +1 | 263.55K | $9.56M | +2 | −1 |
| Q4 2024 | 3 | 0 | 123.48K | $4.29M | — | — |
| Q3 2024 | 3 | +3 | 108.39K | $3.84M | +3 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 48.49M | +0.8% | $2.28B | 0.2% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Envestnet Asset Management Inc | 4.41M | -4.0% | $206.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 4.31M | +2.1% | $201.29M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 4 | Ameriprise Financial Inc | 4.09M | -4.3% | $192.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Morgan Stanley ✦ | 3.58M | -5.2% | $168.18M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 6 | Northwestern Mutual Wealth… | 3.53M | +2.1% | $165.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 3.43M | -3.0% | $161.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.04M | -0.2% | $95.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | Northern Trust Corp | 2.01M | +1.6% | $94.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Bank Of America Corp /De/ | 1.94M | +14.7% | $90.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 1.53M | +8.7% | $71.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 1.36M | +8.9% | $63.83M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Pnc Financial Services Group, Inc. | 1.09M | +5.8% | $51.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Raymond James Financial Inc | 986.89K | +5.3% | $46.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Us Bancorp \De\ | 779.57K | -0.2% | $36.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | UBS Group AG | 551.36K | +8.0% | $25.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 537.60K | -52.7% | $25.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 421.12K | +26.2% | $19.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 358.52K | -0.2% | $16.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 340.25K | +1.9% | $15.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 21 | Rockefeller Capital Management L.P. | 303.42K | +80.5% | $14.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Bank of New York Mellon Corp | 253.78K | -0.5% | $11.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Lido Advisors, LLC | 241.40K | -5.0% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 225.00K | -10.0% | $10.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cerity Partners LLC | 223.91K | +16.4% | $10.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Truist Financial Corp | 220.67K | +32.2% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Mariner, LLC | 204.35K | -76.8% | $9.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Blair William & Co/Il | 190.40K | -10.1% | $8.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citigroup Inc | 152.62K | +7.1% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 135.12K | +40.4% | $6.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 128.43K | +6.8% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 100.36K | -0.1% | $4.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Alliancebernstein L.P. | 93.84K | -6.2% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 65.92K | +2.5% | $3.09M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 35 | HighTower Advisors, LLC | 63.49K | -1.7% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 45.69K | New | $2.14M | 0.0% | New | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 35.72K | +3.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 33.85K | -48.6% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 23.47K | -6.6% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Creative Planning | 17.46K | -11.4% | $819,275 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Corient Private Wealth LP | 16.32K | -40.7% | $765,975 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 14.13K | -12.5% | $662,909 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 43 | Wealthfront Advisers LLC | 12.76K | -6.1% | $598,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 9.03K | +375.2% | $423,690 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Quantinno Capital Management LP | 7.40K | -6.2% | $347,339 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 5.04K | -52.3% | $236,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 4.92K | -7.0% | $230,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Nuveen, LLC | 4.84K | New | $227,290 | 0.0% | New | 1 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 3.12K | -65.3% | $146,500 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 2.52K | +104.8% | $118,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 0 | — | $16 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $2.14M | 0.0% |
| Nuveen, LLC | $227,290 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 431 holders, 133.47M shares, $5.57B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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