ISHA CURR HEDGED MSCI EAFE (HEFA) Institutional Ownership Changes & 13F Activity

ISHA CURR HEDGED MSCI EAFE (HEFA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-8,97215,906$675,926
Q3 2025Sequoia Financial AdvisorsSell-1624,878$985,418
Q2 2025Renaissance Technologies LLCSell-218,80016,700$633,932
Q2 2025Sequoia Financial AdvisorsSell-10224,894$944,977
Q1 2025Renaissance Technologies LLCBuy129,900235,500$8,546,295
Q1 2025Sequoia Financial AdvisorsBuy3,83024,996$907,105
Q4 2024Renaissance Technologies LLCBuy17,187105,600$3,669,600
Q3 2024Renaissance Technologies LLCSell-61,88788,413$3,131,588
Q2 2024Sequoia Financial AdvisorsBuy78621,166$752,558
Q1 2024Renaissance Technologies LLCBuy47,600150,300$5,242
Q1 2024Sequoia Financial AdvisorsSell-11,42820,380$710,854
Q4 2023Renaissance Technologies LLCBuy77,300102,700$3,236
Q4 2023Sequoia Financial AdvisorsBuy11,42831,808$1,002,271
Q3 2023Renaissance Technologies LLCSell-25,30025,400$765
Q2 2023Renaissance Technologies LLCBuy31,30050,700$1,572
Q2 2023Sequoia Financial AdvisorsBuy20,38020,380$631,780
Q1 2023Renaissance Technologies LLCBuy8,95019,400$572
Q4 2022Renaissance Technologies LLCSell-6,65010,450$282
Q3 2022Renaissance Technologies LLCBuy8,40017,100$511
Q4 2021Renaissance Technologies LLCSell-34,1008,700$307
Q3 2021Renaissance Technologies LLCBuy42,80042,800$1,472

Frequently asked questions about HEFA activity

  • Which institutional owners are buying HEFA?

    Institutional owners buying HEFA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HEFA activity?

    "Buy" means an investor increased their reported position in HEFA compared to the prior reporting period. This reflects growing exposure to ISHA CURR HEDGED MSCI EAFE (HEFA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HEFA increasing?

    Institutional interest in HEFA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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