iShares Crncy Hedgd MSCI EmHEEMETF

13F holders, Q2 2024 (June 30)
37holders
4new positions
4sold out
1famous investor
$27.10avg. 13F price*

At the end of Q2 2024, 37 institutions reported holding iShares Crncy Hedgd MSCI Em (HEEM) in their 13F filings, unchanged from Q1 2024. 4 opened new positions and 4 sold out. The largest holders were Tiaa Trust, National Association ($20.0M), Amarillo National Bank ($12.2M) and Bank of America Corp. ($9.8M). 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 → Q2 2024

InstitutionsTotal Value
New Positions4$12.5M
Exits4$708K

All 13F filers, Q1 2024 → Q2 2024: 686,587 shares bought and 93,658 shares sold, net +592,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Tiaa Trust, National Association 0.06% Reduce -4.1% 739,283 $20.0M
Amarillo National Bank 2.33% New 451,698 $12.2M
Bank of America Corp. 0.00% Add +0.9% 359,886 $9.8M
Coldstream Capital Management Inc. 0.22% Reduce -0.7% 328,886 $8.9M
Pictet Asset Management Holding SA 0.01% Add +36.2% 244,500 $6.6M
Wells Fargo & Company 0.00% Reduce -0.0% 209,678 $5.7M
Morgan Stanley 0.00% Add +57.6% 200,338 $5.4M
AE Wealth Management LLC 0.04% Add +14.6% 131,182 $3.6M
UBS Group AG 0.00% Add +13.6% 95,618 $2.6M
Avantax Advisory Services, Inc. 0.02% Add +11.4% 90,228 $2.4M
Forefront Analytics, LLC 0.83% Reduce -2.3% 63,610 $1.7M
Savant Capital, LLC 0.01% No change 48,960 $1.3M
Concord Wealth Partners 0.23% Reduce -0.4% 47,723 $1.3M
Jane Street Group, LLC 0.00% Add +182.6% 45,717 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -4.2% 45,550 $1.2M
Old Mission Capital LLC 0.03% Reduce -29.7% 44,696 $1.2M
LPL Financial LLC 0.00% Add +0.5% 40,704 $1.1M
Wharton Business Group, LLC 0.06% No change 40,595 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -21.8% 30,229 $819K
Citadel Advisors 0.00% Add +148.3% 22,839 $619K
Blair William & Co. 0.00% Reduce -2.0% 21,165 $574K
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 12,465 $338K
Clear Creek Financial Management, LLC 0.04% Reduce -5.0% 11,514 $312K
Raymond James Financial Services Advisors, Inc. 0.00% Add +12.4% 10,396 $282K
Prospera Financial Services Inc 0.01% New 9,775 $265K
HighTower Advisors, LLC 0.00% Add +11.4% 8,914 $242K
Banque Cantonale Vaudoise 0.01% No change 4,910 $133K
Royal Bank of Canada 0.00% Reduce -3.2% 3,734 $101K
Bank of Montreal 0.00% Add +16.4% 3,491 $95K
National Bank of Canada 0.00% No change 1,874 $51K
Principal Securities, Inc. 0.00% Reduce -0.9% 1,219 $33K
Capital Analysts, LLC 0.00% No change 1,000 $27K
Global Retirement Partners, LLC 0.00% No change 240 $7K
Gradient Investments LLC 0.00% New 197 $5K
Osaic Holdings, Inc. 0.00% No change 108 $3K
Venturi Wealth Management, LLC 0.00% New 38 $1K
FMR LLC 0.00% No change 22 $588

"% 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.