iShares Crncy Hedgd MSCI EmHEEMETF

13F holders, Q3 2024 (September 30)
38holders +1
4new positions
3sold out
1famous investor
$28.42avg. 13F price*

At the end of Q3 2024, 38 institutions reported holding iShares Crncy Hedgd MSCI Em (HEEM) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were Tiaa Trust, National Association ($20.6M), Amarillo National Bank ($12.8M) and Bank of America Corp. ($10.8M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$13K
Exits3$3.7M

All 13F filers, Q2 2024 → Q3 2024: 306,700 shares bought and 298,011 shares sold, net +8,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Tiaa Trust, National Association 0.06% Reduce -1.7% 726,591 $20.6M
Amarillo National Bank 2.33% Reduce -0.6% 448,844 $12.8M
Bank of America Corp. 0.00% Add +5.2% 378,755 $10.8M
Coldstream Capital Management Inc. 0.20% Reduce -2.5% 320,712 $9.1M
Pictet Asset Management Holding SA 0.01% Add +15.5% 282,500 $8.0M
Morgan Stanley 0.00% Add +8.4% 217,156 $6.2M
Wells Fargo & Company 0.00% Add +0.3% 210,374 $6.0M
Citadel Advisors 0.00% Add +607.5% 161,593 $4.6M
Old Mission Capital LLC 0.08% Add +189.2% 129,273 $3.7M
Avantax Advisory Services, Inc. 0.02% Add +5.4% 95,061 $2.7M
Forefront Analytics, LLC 0.84% Reduce -1.3% 62,806 $1.8M
Savant Capital, LLC 0.01% Add +0.0% 48,981 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -3.0% 44,188 $1.3M
UBS Group AG 0.00% Reduce -55.1% 42,926 $1.2M
LPL Financial LLC 0.00% Add +2.6% 41,748 $1.2M
Wharton Business Group, LLC 0.05% No change 40,595 $1.2M
Susquehanna International Group, LLP 0.00% Add +2.2% 30,894 $878K
Blair William & Co. 0.00% Reduce -10.2% 19,009 $540K
Envestnet Asset Management Inc. 0.00% Add +5.3% 13,122 $373K
Clear Creek Financial Management, LLC 0.04% Reduce -0.7% 11,439 $325K
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.9% 10,589 $301K
Prospera Financial Services Inc 0.01% No change 9,775 $278K
Jane Street Group, LLC 0.00% Reduce -79.6% 9,340 $265K
HighTower Advisors, LLC 0.00% No change 8,914 $253K
Royal Bank of Canada 0.00% No change 3,734 $106K
Concord Wealth Partners 0.02% Reduce -92.3% 3,678 $105K
Bank of Montreal 0.00% Reduce -14.1% 3,000 $86K
National Bank of Canada 0.00% No change 1,874 $53K
Principal Securities, Inc. 0.00% No change 1,219 $35K
FMR LLC 0.00% Add +5086.4% 1,141 $32K
Capital Analysts, LLC 0.00% No change 1,000 $28K
O'shaughnessy Asset Management, LLC 0.00% New 403 $12K
Global Retirement Partners, LLC 0.00% Add +0.8% 242 $7K
Osaic Holdings, Inc. 0.00% Add +0.9% 109 $3K
Venturi Wealth Management, LLC 0.00% No change 38 $1K
Plante Moran Financial Advisors, LLC 0.00% New 24 $682
Harbour Investments, Inc. 0.00% New 10 $284
Macquarie Group Ltd. 0.00% New 14 $0

"% 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.