ISHA CURR HEDGED MSCI EAFE (HEFA) Institutional Ownership and Insiders Activity
ISHA CURR HEDGED MSCI EAFE (HEFA) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $675,926 based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $675,926 in HEFA holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$675,926
Largest Holder
Sequoia Financial Advisors
Largest Position
$675,926
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
2
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Sequoia Financial Advisors$675,926
HEFA News
All news- Crumly & Associates Inc Portfolio Changes Q2 2026
Jul 10, 2026 · valut.ai
Related HEFA Institutional Insights:
- HEFA Institutional Ownership & Insiders Activity
- HEFA Institutional Ownership & 13F Activity
- HEFA Top Institutional Shareholders
- HEFA Institutional Buying Activity
- HEFA Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- HEFA Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings