iShares Crncy Hedgd MSCI EmHEEMETF
13F holders, Q1 2025 (March 31)41holders −4
7new positions
11sold out
1famous investor
$28.20avg. 13F price*
At the end of Q1 2025, 41 institutions reported holding iShares Crncy Hedgd MSCI Em (HEEM) in their 13F filings, down 4 from Q4 2024. 7 opened new positions and 11 sold out. The largest holders were Tiaa Trust, National Association ($25.6M), Bank of America Corp. ($10.5M) and Wells Fargo & Company ($9.6M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.5M |
| Exits | 11 | $14.2M |
All 13F filers, Q4 2024 → Q1 2025: 476,552 shares bought and 607,564 shares sold, net −131,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Tiaa Trust, National Association | 0.08% | Add +18.9% | 912,356 | $25.6M |
| Bank of America Corp. | 0.00% | Add +0.5% | 375,130 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +43.3% | 340,908 | $9.6M |
| Morgan Stanley | 0.00% | Add +2.5% | 316,169 | $8.9M |
| Coldstream Capital Management Inc. | 0.18% | Reduce -4.3% | 305,225 | $8.6M |
| Pictet Asset Management Holding SA | 0.01% | No change | 289,900 | $8.1M |
| Vertex Planning Partners, LLC | 1.06% | Add +5.5% | 173,713 | $4.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.7% | 104,862 | $2.9M |
| Citadel Advisors | 0.00% | New | 95,869 | $2.7M |
| Forefront Analytics, LLC | 2.07% | Add +1.9% | 64,209 | $1.8M |
| Savant Capital, LLC | 0.01% | No change | 49,015 | $1.4M |
| LPL Financial LLC | 0.00% | Add +7.0% | 43,775 | $1.2M |
| Wharton Business Group, LLC | 0.05% | No change | 40,595 | $1.1M |
| UBS Group AG | 0.00% | Reduce -26.3% | 26,716 | $750K |
| Ameriprise Financial Inc. | 0.00% | New | 26,500 | $744K |
| Osaic Holdings, Inc. | 0.00% | Add +20693.7% | 23,081 | $648K |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 22,528 | $633K |
| Royal Bank of Canada | 0.00% | Add +93.0% | 18,059 | $507K |
| Wealth Preservation Advisors, LLC | 0.35% | — | 17,573 | $493K |
| Optima Capital LLC | 0.30% | New | 16,701 | $469K |
| Whipplewood Advisors, LLC | 0.25% | Reduce -96.0% | 580 | $423K |
| Advisory Services Network, LLC | 0.01% | Add +22.4% | 14,163 | $398K |
| MML Investors Services, LLC | 0.00% | Add +24.9% | 13,305 | $374K |
| Blair William & Co. | 0.00% | Reduce -24.0% | 13,007 | $365K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 9,992 | $281K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -2.0% | 9,866 | $277K |
| Prospera Financial Services Inc | 0.01% | No change | 9,775 | $274K |
| Old Mission Capital LLC | 0.00% | Reduce -79.8% | 9,125 | $256K |
| HighTower Advisors, LLC | 0.00% | No change | 8,914 | $250K |
| Cetera Investment Advisers | 0.00% | New | 8,416 | $236K |
| Park Avenue Securities LLC | 0.00% | New | 7,747 | $218K |
| Golden State Wealth Management, LLC | 0.02% | New | 3,984 | $112K |
| Bank of Montreal | 0.00% | No change | 3,000 | $84K |
| National Bank of Canada | 0.00% | No change | 1,874 | $53K |
| AE Wealth Management LLC | 0.00% | Reduce -45.7% | 1,845 | $52K |
| FMR LLC | 0.00% | Add +49.5% | 1,704 | $48K |
| Friedenthal Financial | 0.03% | Add +11938.5% | 1,565 | $44K |
| Principal Securities, Inc. | 0.00% | No change | 1,106 | $30K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.5% | 381 | $11K |
| Concord Wealth Partners | 0.00% | Reduce -91.8% | 279 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 128 | $4K |
"% 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.