iShares Crncy Hedgd MSCI EmHEEMETF

13F holders, Q1 2024 (March 31)
37holders
1famous investor
$25.65avg. 13F price*

At the end of Q1 2024, 37 institutions reported holding iShares Crncy Hedgd MSCI Em (HEEM) in their 13F filings. The largest holders were Tiaa Trust, National Association ($19.8M), Bank of America Corp. ($9.1M) and Coldstream Capital Management Inc. ($8.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Crncy Hedgd MSCI Em
CUSIP
46434G509
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 37Q1 2024Q2 2024: 37Q2 2024Q3 2024: 38Q3 2024Q4 2024: 45Q4 2024Q1 2025: 41Q1 2025Q2 2025: 47Q2 2025Q3 2025: 45Q3 2025Q4 2025: 47Q4 2025Q1 2026: 45Q1 2026Q2 2026: 54Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$211K
Exits3$130K

Ownership 37 holders

Tiaa Trust, National Association 0.06% Add +63.4% 770,684 $19.8M
Bank of America Corp. 0.00% Reduce -1.4% 356,522 $9.1M
Coldstream Capital Management Inc. 0.22% Reduce -1.6% 331,222 $8.5M
Wells Fargo & Company 0.00% Add +1.0% 209,744 $5.4M
Pictet Asset Management Holding SA 0.01% Add +14.7% 179,500 $4.6M
Morgan Stanley 0.00% Add +9.8% 127,130 $3.3M
AE Wealth Management LLC 0.03% Reduce -1.8% 114,436 $2.9M
UBS Group AG 0.00% Add +39.6% 84,191 $2.2M
Avantax Advisory Services, Inc. 0.02% Add +5.2% 81,016 $2.1M
Forefront Analytics, LLC 0.81% Add +0.9% 65,117 $1.7M
Old Mission Capital LLC 0.04% Add +139.9% 63,606 $1.6M
Savant Capital, LLC 0.01% No change 48,960 $1.3M
Concord Wealth Partners 0.22% Add +11.6% 47,925 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -9.2% 47,550 $1.2M
Wharton Business Group, LLC 0.05% No change 40,595 $1.0M
LPL Financial LLC 0.00% Reduce -7.7% 40,516 $1.0M
Susquehanna International Group, LLP 0.00% Add +25.6% 38,662 $992K
Blair William & Co. 0.00% Reduce -53.3% 21,588 $554K
Flow Traders U.S. LLC 0.02% Reduce -5.2% 16,398 $421K
Jane Street Group, LLC 0.00% Reduce -71.4% 16,179 $415K
Envestnet Asset Management Inc. 0.00% Reduce -4.3% 12,509 $321K
Clear Creek Financial Management, LLC 0.04% Reduce -15.3% 12,116 $311K
JPMorgan Chase & Co. 0.00% Reduce -4.6% 10,000 $257K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -1.8% 9,246 $237K
Citadel Advisors 0.00% Reduce -75.7% 9,198 $236K
HighTower Advisors, LLC 0.00% New 8,000 $205K
Banque Cantonale Vaudoise 0.00% No change 4,910 $126K
Royal Bank of Canada 0.00% No change 3,859 $99K
Bank of Montreal 0.00% No change 3,000 $77K
National Bank of Canada 0.00% No change 1,874 $50K
Principal Securities, Inc. 0.00% No change 1,230 $32K
Capital Analysts, LLC 0.00% No change 1,000 $26K
Comerica Bank 0.00% No change 1,000 $26K
Global Retirement Partners, LLC 0.00% New 240 $6K
Colonial Trust Co / SC 0.00% Reduce -69.5% 200 $5K
Osaic Holdings, Inc. 0.00% No change 108 $3K
FMR LLC 0.00% Reduce -74.1% 22 $557

"% of holder's portfolio" is HEEM's weight in each manager's 13F, not the share of iShares Crncy Hedgd MSCI Em the manager owns.