ISHARES TR (HEFA) is held by 88 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is GOLDMAN SACHS GROUP INC as of Q1 2026.

Are institutions buying or selling HEFA?

In Q1 2026, 32 institutions opened or increased positions in ISHARES TR while 57 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on HEFA?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold HEFA?

88 institutional investors report holding ISHARES TR (HEFA) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HEFA?

As of Q1 2026, tracked institutions in ISHARES TR show 32 buyers versus 57 sellers — net outflows.

ISHARES TR

HEFA·46434V803·US·ETF·Unknown - Unknown

Holders

(15 Elite)

$4.2B

Total Value

36% (89)

Consensus

32 buying - 57 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 88 funds

15 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GOLDMAN SACHS GROUP INC	Decreased	48.1M(-4.6%)	$2B	0.2%	+38.56%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	4.6M(+216.9%)	$195.1M	0.1%	+15.37%	49
AMERIPRISE FINANCIAL INC	Decreased	4.3M(-12.9%)	$181.6M	0.0%	+42.87%	0
JPMORGAN CHASE & CO	Decreased	4.2M(-3.1%)	$175.3M	0.0%	+37.26%	0
MORGAN STANLEY	Increased	3.8M(+4.2%)	$160.7M	0.0%	+32.44%	32
LPL Financial LLC	Decreased	3.5M(-2.2%)	$150.5M	0.0%	+38.76%	0
Dynasty Wealth Management, LLC	Decreased	3.5M(-2.3%)	$147.6M	1.3%	+37.10%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	3.5M(-2.8%)	$146.8M	0.1%	+46.17%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	3.3M(-5.1%)	$142.3M	0.9%	+89.57%	0
WELLS FARGO & COMPANY/MN	Decreased	2M(-3.0%)	$86.8M	0.0%	+52.30%	0
NORTHERN TRUST CORP	Decreased	2M(-0.5%)	$84.2M	0.0%	+54.86%	0
WAWaverly Advisors, LLC	Decreased	1.9M(-22.6%)	$81.9M	0.6%	+30.32%	0
BANK OF AMERICA CORP /DE/	Decreased	1.7M(-7.3%)	$71.8M	0.0%	+39.03%	0
Cetera Investment Advisers	Increased	1.4M(+4.7%)	$59.9M	0.1%	+31.23%	31
OSAIC HOLDINGS, INC.	Decreased	1.2M(-8.0%)	$53.1M	0.1%	+38.29%	0
MML INVESTORS SERVICES, LLC	Decreased	1.1M(-9.8%)	$48.3M	0.1%	+36.15%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1M(+9.3%)	$43.9M	0.0%	+51.17%	32
RAYMOND JAMES FINANCIAL INC	Increased	937,602(+7.0%)	$39.8M	0.0%	+34.83%	31
Mariner, LLC	Decreased	881,418(-10.9%)	$37.5M	0.0%	+35.74%	0
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	780,909(-4.9%)	$33.2M	0.0%	+95.94%	0