iShares Crncy Hedgd MSCI EmHEEMETF
13F holders, Q4 2024 (December 31)45holders +7
6new positions
2sold out
$27.03avg. 13F price*
At the end of Q4 2024, 45 institutions reported holding iShares Crncy Hedgd MSCI Em (HEEM) in their 13F filings, up 7 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Tiaa Trust, National Association ($20.7M), Amarillo National Bank ($12.1M) and Bank of America Corp. ($10.1M).
- Company
- iShares Crncy Hedgd MSCI Em
- CUSIP
- 46434G509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.2M |
| Exits | 2 | $4.6M |
All 13F filers, Q3 2024 → Q4 2024: 405,217 shares bought and 303,893 shares sold, net +101,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Tiaa Trust, National Association | 0.06% | Add +5.7% | 767,630 | $20.7M |
| Amarillo National Bank | 2.23% | No change | 448,844 | $12.1M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 373,332 | $10.1M |
| Coldstream Capital Management Inc. | 0.18% | Reduce -0.6% | 318,941 | $8.6M |
| Morgan Stanley | 0.00% | Add +42.0% | 308,392 | $8.3M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.6% | 289,900 | $7.8M |
| Wells Fargo & Company | 0.00% | Add +13.1% | 237,930 | $6.4M |
| Vertex Planning Partners, LLC | 0.98% | New | 164,629 | $4.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +5.3% | 100,124 | $2.7M |
| Forefront Analytics, LLC | 0.79% | Add +0.3% | 63,026 | $1.7M |
| Savant Capital, LLC | 0.01% | Add +0.1% | 49,015 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -65.1% | 45,089 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 40,905 | $1.1M |
| Wharton Business Group, LLC | 0.05% | No change | 40,595 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +307.9% | 38,101 | $1.0M |
| UBS Group AG | 0.00% | Reduce -15.6% | 36,233 | $979K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -44.4% | 24,562 | $664K |
| Envestnet Asset Management Inc. | 0.00% | Add +48.6% | 19,504 | $527K |
| Blair William & Co. | 0.00% | Reduce -10.0% | 17,111 | $462K |
| Whipplewood Advisors, LLC | 0.22% | — | 14,326 | $387K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.9% | 11,773 | $318K |
| Advisory Services Network, LLC | 0.01% | New | 11,576 | $313K |
| MML Investors Services, LLC | 0.00% | New | 10,649 | $288K |
| Raymond James Financial Inc. | 0.00% | — | 10,115 | $273K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -12.0% | 10,066 | $272K |
| Prospera Financial Services Inc | 0.01% | No change | 9,775 | $264K |
| Royal Bank of Canada | 0.00% | Add +150.6% | 9,359 | $253K |
| HighTower Advisors, LLC | 0.00% | No change | 8,914 | $241K |
| Concord Wealth Partners | 0.02% | Reduce -6.9% | 3,424 | $93K |
| AE Wealth Management LLC | 0.00% | New | 3,395 | $92K |
| Bank of Montreal | 0.00% | No change | 3,000 | $81K |
| National Bank of Canada | 0.00% | No change | 1,874 | $51K |
| JPMorgan Chase & Co. | 0.00% | New | 1,633 | $44K |
| FMR LLC | 0.00% | Reduce -0.1% | 1,140 | $31K |
| Principal Securities, Inc. | 0.00% | Reduce -9.3% | 1,106 | $30K |
| Decker Retirement Planning Inc. | 0.01% | — | 460 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 403 | $11K |
| Global Retirement Partners, LLC | 0.00% | Add +1.6% | 246 | $7K |
| Osaic Holdings, Inc. | 0.00% | Add +1.8% | 111 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 38 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 24 | $649 |
| Capital A Wealth Management, LLC | 0.00% | — | 18 | $486 |
| Friedenthal Financial | 0.00% | New | 13 | $352 |
| Harbour Investments, Inc. | 0.00% | No change | 10 | $270 |
| Macquarie Group Ltd. | 0.00% | No change | 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.