§ EQUITY
USDHEFA
ISHA CURR HEDGED MSCI EAFE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
177 increased/new, 176 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Goldman Sachs | 48.1M | 0.2% | n/a |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.9M | 3.1% | +5% |
| ENVESTNET ASSET MANAGEMENT INC | 4.6M | 0.1% | +217% |
| AMERIPRISE FINANCIAL INC | 4.3M | n/a | −13% |
| JPMORGAN CHASE & CO | 4.2M | n/a | −3% |
| Morgan Stanley | 3.8M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for HEFA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
DEALER / BANK47.6% · 28 holders
OTHER46.3% · 392 holders
QUALITY / COMPOUNDER3.4% · 6 holders
INCOME / DEFENSIVE2.6% · 4 holders
TACTICAL / MACRO0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HEFA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HEFA yet.