HEFA Institutional Ownership
iShares Currency Hedged MSCI EAFE ETF
1W: -0.9%
1M: -1.0%
3M: -0.5%
YTD: +11.2%
1Y: +18.1%
3Y: +65.9%
5Y: +80.6%
$46.55
+0.40 (+0.87%)
Weekly Expected Move ±1.6%
$45
$46
$47
$47
$48
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — HEFA
482
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
54
New Positions
123
Increased
200
Reduced
28
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (517 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 48,492,631 | 2.3B | +401,544 | +0.8% | 15Q | SEC ↗ |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | 4,561,052 | $212M | -1,367,977 | -23.1% | 15Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 4,406,631 | $205M | -185,251 | -4.0% | 45Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 4,310,684 | $201M | +88,421 | +2.1% | 45Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 4,090,734 | $190M | -182,234 | -4.3% | 16Q | SEC ↗ |
| 6 | MORGAN STANLEY | 3,584,090 | $167M | -197,406 | -5.2% | 47Q | SEC ↗ |
| 7 | Dynasty Wealth Management, LLC | 3,562,756 | $166M | +89,529 | +2.6% | 7Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,528,604 | $164M | +73,843 | +2.1% | 43Q | SEC ↗ |
| 9 | Quotient Wealth Partners, LLC | 3,439,589 | $160M | +71,830 | +2.1% | 11Q | SEC ↗ |
| 10 | LPL Financial LLC | 3,434,779 | $160M | -107,520 | -3.0% | 46Q | SEC ↗ |
| 11 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3,419,467 | $159M | -159,750 | -4.5% | 35Q | SEC ↗ |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,126,452 | $146M | -217,965 | -6.5% | 45Q | SEC ↗ |
| 13 | NorthRock Partners, LLC | 2,840,162 | $132M | -234,600 | -7.6% | 11Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 2,039,824 | $95M | -3,848 | -0.2% | 46Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 2,012,676 | $94M | +32,029 | +1.6% | 46Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 1,938,755 | $90M | +248,942 | +14.7% | 15Q | SEC ↗ |
| 17 | Waverly Advisors, LLC | 1,694,704 | $79M | -232,749 | -12.1% | 9Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 1,532,638 | $71M | +122,774 | +8.7% | 40Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 1,360,026 | $63M | +111,359 | +8.9% | 26Q | SEC ↗ |
| 20 | PNC Financial Services Group, Inc. | 1,092,847 | $51M | +59,523 | +5.8% | 15Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 986,887 | $46M | +49,285 | +5.3% | 7Q | SEC ↗ |
| 22 | Jordan Park Group LLC | 980,903 | $46M | -14,485 | -1.5% | 20Q | SEC ↗ |
| 23 | Private Advisor Group, LLC | 965,338 | $45M | +908,631 | +1602.3% | 45Q | SEC ↗ |
| 24 | Verde Capital Management | 881,454 | $41M | +49,914 | +6.0% | 23Q | SEC ↗ |
| 25 | US BANCORP \DE | 779,571 | $36M | -1,338 | -0.2% | 46Q | SEC ↗ |
| 26 | Blankinship & Foster, LLC | 768,531 | $36M | -20,573 | -2.6% | 31Q | SEC ↗ |
| 27 | SACHEM HILL LLC | 698,847 | $33M | +5,775 | +0.8% | 30Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 669,947 | $31M | +24,127 | +3.7% | 42Q | SEC ↗ |
| 29 | Crumly & Associates Inc. | 618,984 | $29M | +2,318 | +0.4% | 11Q | SEC ↗ |
| 30 | UBS Group AG | 551,360 | $26M | +40,979 | +8.0% | 46Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 537,596 | $25M | -598,017 | -52.7% | 37Q | SEC ↗ |
| 32 | ACT WEALTH MANAGEMENT, LLC | 519,062 | $24M | +1,368 | +0.3% | 7Q | SEC ↗ |
| 33 | BOKF, NA | 477,453 | $22M | -3,750 | -0.8% | 20Q | SEC ↗ |
| 34 | JONES FINANCIAL COMPANIES LLLP | 421,122 | $20M | +87,442 | +26.2% | 10Q | SEC ↗ |
| 35 | Tulsa Wealth Advisors, INC | 415,311 | $19M | -11,774 | -2.8% | 2Q | SEC ↗ |
| 36 | Odyssey Group, LLC NEW | 390,192 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Paradigm, Strategies in Wealth Managem | 380,965 | $18M | -15,726 | -4.0% | 6Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 358,522 | $17M | -559 | -0.2% | 35Q | SEC ↗ |
| 39 | Csenge Advisory Group | 358,335 | $17M | +4,702 | +1.3% | 32Q | SEC ↗ |
| 40 | Denver PWM, LLC | 345,322 | $16M | +12,389 | +3.7% | 7Q | SEC ↗ |
| 41 | WESCAP Management Group, Inc. | 344,434 | $16M | -5,887 | -1.7% | 43Q | SEC ↗ |
| 42 | Lighthouse Wealth Management Inc. | 340,990 | $16M | -3,565 | -1.0% | 7Q | SEC ↗ |
| 43 | ROYAL BANK OF CANADA | 340,245 | $16M | +6,490 | +1.9% | 47Q | SEC ↗ |
| 44 | PCA Investment Advisory Services Inc. | 322,766 | $15M | +26,825 | +9.1% | 14Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 303,416 | $14M | +135,320 | +80.5% | 23Q | SEC ↗ |
| 46 | Vertex Planning Partners, LLC | 301,850 | $14M | +44,877 | +17.5% | 7Q | SEC ↗ |
| 47 | CX Institutional | 274,278 | $13M | +928 | +0.3% | 8Q | SEC ↗ |
| 48 | Modern Wealth Management, LLC | 271,866 | $13M | -48,211 | -15.1% | 7Q | SEC ↗ |
| 49 | Cyr Financial Inc. | 262,328 | $12M | +13,907 | +5.6% | 7Q | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 253,778 | $12M | -1,302 | -0.5% | 41Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Odyssey Group, LLC | 390,192 | $18M |
| Global Retirement Partners, LLC | 215,141 | $10M |
| Carolina Wealth Management Inc | 127,784 | $6M |
| AXXCESS WEALTH MANAGEMENT, LLC | 102,507 | $5M |
| JANE STREET GROUP, LLC | 45,694 | $2M |
| Fortis Group Advisors, LLC | 20,068 | $934K |
| ROMAN BUTLER FULLERTON & CO | 18,423 | $858K |
| HUB Investment Partners, LLC | 14,785 | $688K |
| Wedmont Private Capital | 14,519 | $676K |
| Diversify Advisory Services, LLC | 10,577 | $492K |
| Legacy Advisors, LLC | 9,652 | $449K |
| IFG Advisory, LLC | 8,703 | $405K |
| Evanson Financial, LLC | 8,522 | $397K |
| Rubicon Advisors, GP | 8,418 | $392K |
| BURKE & HERBERT BANK & TRUST CO | 7,143 | $333K |
| TWO SIGMA SECURITIES, LLC | 6,961 | $324K |
| FWG Holdings, LLC | 6,337 | $295K |
| FIDUCIARY FINANCIAL ADVISORS | 6,322 | $294K |
| Southland Equity Partners LLC | 5,743 | $267K |
| Brooklyn Investment Group | 5,507 | $256K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PERSPECTIVE WEALTH ADVISORS LLC | 261,821 | $12M |
| Independent Advisor Alliance | 237,809 | $11M |
| PLANWISER FINANCIAL, LLC | 233,384 | $11M |
| Vermillion & White Wealth Managemen | 153,475 | $7M |
| CORE WEALTH ADVISORS, LLC | 71,133 | $3M |
| Envision Financial Transparency, LL | 59,136 | $3M |
| SCOTIA CAPITAL INC. | 58,964 | $3M |
| Ascentis Independent Advisors | 49,439 | $2M |
| WIN ADVISORS, INC | 40,237 | $2M |
| Quadrature Capital Ltd | 35,914 | $2M |
| BCR Wealth Strategies, LLC | 26,748 | $1M |
| TUDOR INVESTMENT CORP ET AL | 24,932 | $1M |
| Allie Family Office LLC | 14,090 | $656K |
| Concorde Asset Management, LLC | 13,939 | $649K |
| Interchange Capital Partners, LLC | 12,739 | $593K |
| Venturi Wealth Management, LLC | 12,131 | $565K |
| MONETA GROUP INVESTMENT ADVISORS LL | 11,631 | $541K |
| Turning Point Benefit Group, Inc. | 10,769 | $501K |
| SEAVIEW INVESTMENT MANAGERS LLC | 9,889 | $460K |
| GTS SECURITIES LLC | 9,129 | $425K |