Isha Curr Hedged Msci Eafe
$46.58+0.6%
-$152.3M
Net Activity
-2.62% total shares
Institutions Holding
454
Popularity Rank
#1330
Avg Weight
0.45%
Total Value
$6.3B
454 institutions currently hold HEFA, with 175 net buyers and 204 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
204
Net Buying Institutions
175
Top 5 by Value
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Across its top 20 institutional holders, HEFA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 20/100).
HEFA ranks #1330 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
HEFA is a top-conviction position for Paradigm, Strategies in Wealth Management, LLC — at 10.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in HEFA belongs to Goldman Sachs Group Inc, but the position matters far more to Paradigm, Strategies in Wealth Management, LLC, who has 10.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Trinity Wealth Management, LLC has added to its HEFA position for two straight quarters, increasing it by $7.3M to reach $8.6M today.
Mosley Wealth Management has trimmed its HEFA position for two straight quarters, cutting it by $184.2K while still holding $43.9K.
HEFA is up 0.6% today, but institutions show net selling of $152.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$190.6M
Total Buy Value
$395.2M
Total Sell Value
175
Net Buyers
204
Net Sellers
HEFA
Q2 2026
Top 5 Institutional Movers
+$231.9M
+$42.9M
-$37.9M
-$37.8M
-$27.9M
HEFA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46434V803
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Access HEFA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HEFACLI
npx alphasmo stocks get HEFA