HEFA Institutional Ownership & Shareholders
ISHA CURR HEDGED MSCI EAFE (HEFA) is currently held by 442 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of HEFA tracked by InsiderSet, reporting ownership valued at approximately $2.28B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.25B, representing an estimated loss of -1.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed HEFA value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Coldstream Capital Management Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ISHA CURR HEDGED MSCI EAFE (HEFA).
This page ranks the largest institutional HEFA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
442
Total Reported Value
$6.02B
Largest Holder
Goldman Sachs Group Inc
Largest Position
$2.28B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.24% | 48,492,631 | $2,275,516,699 | $2,249,573,152 | -$25,943,547 | -1.14% | |
| Coldstream Capital Management Inc | 2.68% | 4,561,052 | $214,027,385 | $211,587,202 | -$2,440,183 | -1.14% | |
| Envestnet Asset Management Inc | 0.05% | 4,406,631 | $206,781,147 | $204,423,612 | -$2,357,535 | -1.14% | |
| Jpmorgan Chase & Co | 0.01% | 4,310,684 | $201,287,427 | $199,972,631 | -$1,314,796 | -0.65% | |
| Ameriprise Financial Inc | 0.04% | 4,090,734 | $192,057,019 | $189,769,150 | -$2,287,869 | -1.19% | |
| Morgan Stanley | 0.01% | 3,584,090 | $168,183,441 | $166,265,935 | -$1,917,506 | -1.14% | |
| Dynasty Wealth Management, Llc | 1.24% | 3,562,756 | $167,182,338 | $165,276,251 | -$1,906,087 | -1.14% | |
| Quotient Wealth Partners, Llc | 3.81% | 3,439,589 | $161,402,714 | $159,562,534 | -$1,840,180 | -1.14% | |
| Lpl Financial Llc | 0.04% | 3,434,779 | $161,176,988 | $159,339,398 | -$1,837,590 | -1.14% | |
| Partners Capital Investment Group, Llp | 5.66% | 3,419,467 | $160,458,490 | $158,629,074 | -$1,829,416 | -1.14% | |
| United Capital Financial Advisors, Llc | 0.81% | 3,126,452 | $146,748,205 | $145,036,108 | -$1,712,097 | -1.17% | |
| Northrock Partners, Llc | 1.94% | 2,840,162 | $133,274,602 | $131,755,115 | -$1,519,487 | -1.14% | |
| Wells Fargo & Company/Mn | 0.02% | 2,039,824 | $95,718,720 | $94,627,435 | -$1,091,285 | -1.14% | |
| Northern Trust Corp | 0.01% | 2,012,676 | $94,444,822 | $93,368,040 | -$1,076,782 | -1.14% | |
| Bank Of America Corp | 0.01% | 1,938,755 | $90,976,087 | $89,938,844 | -$1,037,243 | -1.14% | |
| Waverly Advisors, Llc | 0.46% | 1,694,704 | $79,523,996 | $78,617,319 | -$906,677 | -1.14% | |
| Cetera Investment Advisers | 0.07% | 1,532,638 | $71,919,013 | $71,099,077 | -$819,936 | -1.14% | |
| Osaic Holdings, Inc. | 0.08% | 1,360,026 | $63,830,832 | $63,091,606 | -$739,226 | -1.16% | |
| Pnc Financial Services Group, Inc. | 0.03% | 1,092,847 | $51,281,827 | $50,697,172 | -$584,655 | -1.14% | |
| Raymond James Financial Inc | 0.01% | 986,887 | $46,309,692 | $45,781,688 | -$528,004 | -1.14% | |
| Jordan Park Group Llc | 2.33% | 980,903 | $46,028,873 | $45,504,090 | -$524,783 | -1.14% | |
| Private Advisor Group, Llc | 0.21% | 965,338 | $45,298,512 | $44,782,030 | -$516,482 | -1.14% | |
| Verde Capital Management | 7.60% | 938,126 | $43,519,696 | $43,519,665 | -$31 | -0.00% | |
| Us Bancorp \De\ | 0.04% | 779,571 | $36,581,408 | $36,164,299 | -$417,109 | -1.14% | |
| Blankinship & Foster, Llc | 7.28% | 768,236 | $35,638,451 | $35,638,468 | +$17 | +0.00% | |
| Sachem Hill Llc | 5.82% | 712,501 | $33,052,816 | $33,052,921 | +$105 | +0.00% | |
| Crumly & Associates Inc. | 5.59% | 678,254 | $31,464,203 | $31,464,203 | +$0 | +0.00% | |
| Ubs Group Ag | 0.00% | 551,360 | $25,872,568 | $25,577,590 | -$294,978 | -1.14% | |
| Mml Investors Services, Llc | 0.05% | 537,596 | $25,226,678 | $24,939,078 | -$287,600 | -1.14% | |
| Act Wealth Management, Llc | 7.21% | 528,691 | $24,525,968 | $24,525,975 | +$7 | +0.00% | |
| Commonwealth Equity Services, Llc | 0.03% | 430,914 | $19,990,084 | $19,990,100 | +$16 | +0.00% | |
| Csenge Advisory Group | 0.78% | 424,192 | $19,678,279 | $19,678,267 | -$12 | -0.00% | |
| Jones Financial Companies Lllp | 0.01% | 421,122 | $19,552,711 | $19,535,850 | -$16,861 | -0.09% | |
| Tulsa Wealth Advisors, Inc | 2.74% | 415,311 | $19,488,465 | $19,266,277 | -$222,188 | -1.14% | |
| Denver Pwm, Llc | 5.46% | 354,677 | $16,453,489 | $16,453,466 | -$23 | -0.00% | |
| Wescap Management Group, Inc. | 3.02% | 344,434 | $16,162,566 | $15,978,293 | -$184,273 | -1.14% | |
| Royal Bank Of Canada | 0.00% | 340,245 | $15,967,000 | $15,783,966 | -$183,034 | -1.15% | |
| Lighthouse Wealth Management Inc. | 9.65% | 342,678 | $15,896,850 | $15,896,832 | -$18 | -0.00% | |
| Pca Investment Advisory Services Inc. | 4.28% | 339,998 | $15,772,497 | $15,772,507 | +$10 | +0.00% | |
| Paradigm, Strategies In Wealth Management, Llc | 9.27% | 312,001 | $14,473,720 | $14,473,726 | +$6 | +0.00% | |
| Rockefeller Capital Management L.P. | 0.02% | 303,416 | $14,237,825 | $14,075,468 | -$162,357 | -1.14% | |
| Vertex Planning Partners, Llc | 2.10% | 301,850 | $14,164,333 | $14,002,822 | -$161,512 | -1.14% | |
| Farther Finance Advisors, Llc | 0.10% | 289,601 | $13,434,588 | $13,434,590 | +$2 | +0.00% | |
| Cyr Financial Inc. | 6.41% | 284,262 | $13,186,914 | $13,186,914 | +$0 | +0.00% | |
| Modern Wealth Management, Llc | 0.15% | 271,866 | $12,757,308 | $12,611,864 | -$145,444 | -1.14% | |
| Arq Wealth Advisors, Llc | 1.50% | 270,335 | $12,540,850 | $12,540,841 | -$9 | -0.00% | |
| Bank Of New York Mellon Corp | 0.00% | 253,778 | $11,908,540 | $11,772,761 | -$135,779 | -1.14% | |
| Pathstone Holdings, Llc | 0.05% | 270,886 | $11,511,301 | $12,566,402 | +$1,055,101 | +9.17% | |
| Lido Advisors, Llc | 0.04% | 246,267 | $11,424,403 | $11,424,326 | -$77 | -0.00% | |
| Truist Financial Corp | 0.01% | 246,203 | $11,421,341 | $11,421,357 | +$16 | +0.00% |
Frequently asked questions about HEFA
Who are the largest institutional holders of HEFA?
The largest institutional holders of HEFA reported in the latest SEC Form 13F filings include Goldman Sachs Group Inc, Coldstream Capital Management Inc, Envestnet Asset Management Inc, Jpmorgan Chase & Co, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported HEFA position.
What is HEFA institutional ownership?
This page tracks HEFA positions reported by institutional investment managers through SEC Form 13F. ISHA CURR HEDGED MSCI EAFE (HEFA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HEFA?
InsiderSet currently tracks 442 institutional managers reporting HEFA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HEFA shareholders.
How much HEFA stock do institutions own?
Institutional investment managers disclosed approximately $6.02B in HEFA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HEFA institutional ownership last updated?
The latest HEFA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HEFA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HEFA position after the reporting date.
Are institutions buying or selling HEFA?
Institutional buying and selling can be analyzed by comparing HEFA positions across consecutive 13F reporting periods. InsiderSet's HEFA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEFA ownership changes.
How has HEFA institutional ownership changed over time?
InsiderSet tracks HEFA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.