HEFA · Insider trading · 13F holders · Congress trades
Ishares Tr (HEFA)
Who is buying and selling HEFA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 77
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HEFA at a glance
- No open-market insider purchases or sales of HEFA were filed in the last 90 days.
- 77 13F filers hold HEFA among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Lighthouse Wealth Management Inc. (9.7%), Paradigm, Strategies in Wealth Management, LLC (9.3%) and Immaculate Wealth Management LLC (8.8%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in HEFA.
HEFA insider trading
No open-market insider purchases or sales of HEFA were filed in the last 90 days.
Who owns HEFA? Hedge funds and superinvestors
77 13F filers hold HEFA among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Lighthouse Wealth Management Inc. (9.7%), Paradigm, Strategies in Wealth Management, LLC (9.3%) and Immaculate Wealth Management LLC (8.8%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Coldstream Capital Management IncWealth manager | 2.7% | $214.0M | 4,561,052 | -23.1% shares | Q2 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 1.2% | $167.2M | 3,562,756 | +2.6% shares | Q2 2026 |
| Quotient Wealth Partners, LLCWealth manager | 3.8% | $161.4M | 3,439,589 | +2.1% shares | Q2 2026 |
| Partners Capital Investment Group, LLPHedge fund | 5.7% | $160.5M | 3,419,467 | -4.5% shares | Q2 2026 |
| United Capital Financial Advisors, LLCWealth manager | 0.8% | $146.7M | 3,126,452 | -6.5% shares | Q2 2026 |
| NorthRock Partners, LLCWealth manager | 1.9% | $133.3M | 2,840,162 | -7.6% shares | Q2 2026 |
| Jordan Park Group LLCWealth manager | 2.3% | $46.0M | 980,903 | -1.5% shares | Q2 2026 |
| Verde Capital ManagementWealth manager | 7.6% | $43.5M | 938,126 | +6.4% shares | Q3 2026 |
| Blankinship & Foster, LLCWealth manager | 7.3% | $35.6M | 768,236 | -0.0% shares | Q3 2026 |
| Sachem Hill LLCWealth manager | 5.8% | $33.1M | 712,501 | +2.0% shares | Q3 2026 |
| Crumly & Associates Inc.Wealth manager | 5.6% | $31.5M | 678,254 | +9.6% shares | Q3 2026 |
| Act Wealth Management, LLCWealth manager | 7.2% | $24.5M | 528,691 | +1.9% shares | Q3 2026 |
| Tulsa Wealth Advisors, INCWealth manager | 2.7% | $19.5M | 415,311 | -2.8% shares | Q2 2026 |
| CX InstitutionalWealth manager | 0.5% | $18.7M | 403,920 | — | Q3 2026 |
| Odyssey Group, LLCWealth manager | 5.0% | $18.3M | 390,192 | — | Q2 2026 |
| Csenge Advisory GroupWealth manager | 0.7% | $16.8M | 358,335 | +1.3% shares | Q2 2026 |
| Denver PWM, LLCWealth manager | 5.5% | $16.5M | 354,677 | +2.7% shares | Q3 2026 |
| WESCAP Management Group, Inc.Wealth manager | 3.0% | $16.2M | 344,434 | -1.7% shares | Q2 2026 |
| Lighthouse Wealth Management Inc.Wealth manager | 9.7% | $15.9M | 342,678 | +0.5% shares | Q3 2026 |
| PCA Investment Advisory Services Inc.Institutional asset manager | 4.3% | $15.8M | 339,998 | +5.3% shares | Q3 2026 |
| Paradigm, Strategies in Wealth Management, LLCWealth manager | 9.3% | $14.5M | 312,001 | -18.1% shares | Q3 2026 |
| Vertex Planning Partners, LLCWealth manager | 2.1% | $14.2M | 301,850 | +17.5% shares | Q2 2026 |
| Cyr Financial Inc.Wealth manager | 6.4% | $13.2M | 284,262 | +8.4% shares | Q3 2026 |
| Arq Wealth Advisors, LLCWealth manager | 1.5% | $12.5M | 270,335 | +9.2% shares | Q3 2026 |
| Darrow Company, Inc.Wealth manager | 4.4% | $10.9M | 235,654 | +2.0% shares | Q3 2026 |
| Nepc LLCInstitutional asset manager | 0.2% | $9.6M | 204,177 | -15.3% shares | Q2 2026 |
| Crescent Grove Advisors, LLCWealth manager | 0.8% | $9.5M | 205,552 | +3.4% shares | Q3 2026 |
| Bigelow Investment Advisors, LLCWealth manager | 3.2% | $9.0M | 194,008 | +13.5% shares | Q3 2026 |
| Trinity Wealth Management, LLCWealth manager | 2.7% | $8.6M | 185,604 | +485.0% shares | Q3 2026 |
| Burns Matteson Capital Management, LLCWealth manager | 2.8% | $8.0M | 171,682 | +1.6% shares | Q3 2026 |
The 30 largest of 77 positions, by value. Each manager counts with its latest 13F (Q3 2026: 38, Q2 2026: 38, Q1 2026: 1). Screen HEFA in the grand portfolio →
HEFA stock trades by members of Congress
No member of Congress has disclosed a trade in HEFA.
HEFA questions and answers
Are insiders buying HEFA stock?
No open-market insider purchases or sales of HEFA were filed in the last 90 days.
Which hedge funds own HEFA?
77 13F filers hold HEFA among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Lighthouse Wealth Management Inc. (9.7%), Paradigm, Strategies in Wealth Management, LLC (9.3%) and Immaculate Wealth Management LLC (8.8%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
Has Congress traded HEFA?
No member of Congress has disclosed a trade in HEFA.
Who is the largest holder of HEFA?
Among 13F filers, Coldstream Capital Management Inc reports the largest HEFA position, $214.0M (4,561,052 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Lighthouse Wealth Management Inc.'s: 9.7% of its portfolio.
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