Who Owns ISHA CURR HEDGED MSCI EAFE (HEFA)? -- Institutional Holders (2026-06-30)

478 institutions reported holding $6.29B of ISHA CURR HEDGED MSCI EAFE (HEFA) in SEC 13F filings for 2026-06-30. Largest institutional holders: GOLDMAN SACHS GROUP INC ($2.28B), COLDSTREAM CAPITAL MANAGEMENT INC ($214.0M), ENVESTNET ASSET MANAGEMENT INC ($206.8M), JPMORGAN CHASE & CO ($201.3M), AMERIPRISE FINANCIAL INC ($192.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	GOLDMAN SACHS GROUP INC	$2.28B	48.5M	Added
2	COLDSTREAM CAPITAL MANAGEMENT INC	$214.0M	4.6M	Trimmed
3	ENVESTNET ASSET MANAGEMENT INC	$206.8M	4.4M	Trimmed
4	JPMORGAN CHASE & CO	$201.3M	4.3M	Added
5	AMERIPRISE FINANCIAL INC	$192.1M	4.1M	Trimmed
6	MORGAN STANLEY	$168.2M	3.6M	Trimmed
7	Dynasty Wealth Management, LLC	$167.2M	3.6M	Added
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$165.6M	3.5M	Added
9	Quotient Wealth Partners, LLC	$161.4M	3.4M	Added
10	LPL Financial LLC	$161.2M	3.4M	Trimmed
11	PARTNERS CAPITAL INVESTMENT GROUP, LLP	$160.5M	3.4M	Trimmed
12	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$146.7M	3.1M	Trimmed
13	NorthRock Partners, LLC	$133.3M	2.8M	Trimmed
14	WELLS FARGO & COMPANY/MN	$95.7M	2.0M	Trimmed
15	NORTHERN TRUST CORP	$94.4M	2.0M	Added
16	BANK OF AMERICA CORP /DE/	$91.0M	1.9M	Added
17	Waverly Advisors, LLC	$79.5M	1.7M	Trimmed
18	Cetera Investment Advisers	$71.9M	1.5M	Added
19	OSAIC HOLDINGS, INC.	$63.8M	1.4M	Added
20	PNC Financial Services Group, Inc.	$51.3M	1.1M	Added
21	RAYMOND JAMES FINANCIAL INC	$46.3M	986,887	Added
22	Jordan Park Group LLC	$46.0M	980,903	Trimmed
23	Private Advisor Group, LLC	$45.3M	965,338	Added
24	Verde Capital Management	$41.4M	881,454	Added
25	US BANCORP \DE\	$36.6M	779,571	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30