13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
HEFA

ISHA CURR HEDGED MSCI EAFE

469 institutions still hold ISHA CURR HEDGED MSCI EAFE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V803·Exchange Traded Fund·469 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$4.5B
64.0% inst. owned
of float
Holders
469
+36 QoQ
filers reporting
Activity
+8 / −9
+852 added · −894 reduced
this quarter
Concentration
45.34%
GOLDMAN SACHS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

469 institutions reported HEFA in Q1 2026. GOLDMAN SACHS GROUP INC leads at 45.3% of the visible book. +36 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2.0B48.1M0.23%Q1 202602
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$252M5.9M3.10%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$195M4.6M0.05%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$182M4.3M0.04%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$175M4.2M0.01%Q1 202606
MORGAN STANLEY
CIK 0000895421
$161M3.8M0.01%Q1 202607
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$152M3.6M5.73%Q1 202608
LPL Financial LLC
CIK 0001403438
$151M3.5M0.04%Q1 202609
Dynasty Wealth Management, LLC
CIK 0001727599
$148M3.5M1.29%Q1 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$147M3.5M0.09%Q1 202611
Quotient Wealth Partners, LLC
CIK 0002004904
$143M3.4M3.77%Q1 202612
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$142M3.3M0.88%Q1 202613
NorthRock Partners, LLC
CIK 0001632097
$131M3.1M2.11%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$87M2.0M0.02%Q1 202615
NORTHERN TRUST CORP
CIK 0000073124· Index
$84M2.0M0.01%Q1 202616
Waverly Advisors, LLC
CIK 0001568787
$82M1.9M0.61%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$72M1.7M0.01%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$60M1.4M0.06%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$53M1.2M0.08%Q1 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$48M1.1M0.13%Q1 2026
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