iShares Crncy Hedgd MSCI EmHEEMETF

13F holders, Q2 2025 (June 30)
47holders +6
7new positions
3sold out
$30.10avg. 13F price*

At the end of Q2 2025, 47 institutions reported holding iShares Crncy Hedgd MSCI Em (HEEM) in their 13F filings, up 6 from Q1 2025. 7 opened new positions and 3 sold out. The largest holders were Tiaa Trust, National Association ($22.3M), Bank of America Corp. ($11.3M) and Morgan Stanley ($11.2M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$2.7M
Exits3$3.4M

All 13F filers, Q1 2025 → Q2 2025: 260,895 shares bought and 327,476 shares sold, net −66,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Tiaa Trust, National Association 0.06% Reduce -19.0% 739,414 $22.3M
Bank of America Corp. 0.00% Add +0.1% 375,444 $11.3M
Morgan Stanley 0.00% Add +17.9% 372,835 $11.2M
Pictet Asset Management Holding SA 0.01% Add +20.7% 349,900 $10.5M
Wells Fargo & Company 0.00% Add +0.8% 343,822 $10.3M
Coldstream Capital Management Inc. 0.15% Reduce -0.9% 302,495 $9.1M
Vertex Planning Partners, LLC 1.12% Add +2.8% 178,522 $5.4M
Avantax Advisory Services, Inc. 0.02% Reduce -2.0% 102,750 $3.1M
Forefront Analytics, LLC 2.15% Reduce -0.2% 64,057 $1.9M
Savant Capital, LLC 0.01% No change 49,015 $1.5M
LPL Financial LLC 0.00% Add +6.2% 46,483 $1.4M
Jane Street Group, LLC 0.00% New 42,529 $1.3M
Wharton Business Group, LLC 0.05% No change 40,595 $1.2M
Osaic Holdings, Inc. 0.00% Add +36.0% 31,390 $945K
UBS Group AG 0.00% Reduce -1.5% 26,311 $792K
Susquehanna International Group, LLP 0.00% New 26,024 $783K
Ameriprise Financial Inc. 0.00% Reduce -5.3% 25,102 $754K
Envestnet Asset Management Inc. 0.00% Reduce -1.1% 22,290 $671K
Wealth Preservation Advisors, LLC 0.32% Reduce -1.6% 17,297 $521K
Old Mission Capital LLC 0.01% Add +77.2% 16,173 $487K
Whipplewood Advisors, LLC 0.24% Add +2422.1% 14,628 $440K
Advisory Services Network, LLC 0.01% Reduce -12.2% 12,441 $380K
MML Investors Services, LLC 0.00% Reduce -7.5% 12,307 $370K
Cetera Investment Advisers 0.00% Add +36.2% 11,461 $345K
Park Avenue Securities LLC 0.00% Add +44.0% 11,157 $336K
Raymond James Financial Inc. 0.00% Add +0.8% 10,075 $303K
Prospera Financial Services Inc 0.01% No change 9,775 $294K
HighTower Advisors, LLC 0.00% No change 8,914 $268K
Cranbrook Wealth Management, LLC 0.05% New 8,173 $246K
Goldman Sachs Group Inc. 0.00% New 7,293 $219K
Blair William & Co. 0.00% Reduce -47.1% 6,880 $207K
Atria Investments, Inc 0.00% New 6,835 $206K
Golden State Wealth Management, LLC 0.02% Add +66.1% 6,618 $199K
Royal Bank of Canada 0.00% Reduce -74.8% 4,548 $137K
O'shaughnessy Asset Management, LLC 0.00% Add +951.7% 4,007 $121K
Bank of Montreal 0.00% No change 3,000 $90K
AE Wealth Management LLC 0.00% Reduce -13.2% 1,601 $48K
Friedenthal Financial 0.03% Add +0.1% 1,566 $47K
FMR LLC 0.00% Reduce -21.5% 1,338 $40K
Principal Securities, Inc. 0.00% Reduce -0.1% 1,105 $33K
Strategic Wealth Partners, Ltd. 0.00% — 614 $18K
National Bank of Canada 0.00% Reduce -85.4% 274 $8K
Global Retirement Partners, LLC 0.00% — 246 $7K
Ameritas Advisory Services, LLC 0.00% New 215 $6K
Capital A Wealth Management, LLC 0.06% New 211 $5K
Jones Financial Companies LLLP 0.00% No change 128 $4K
Concord Wealth Partners 0.00% Reduce -78.1% 61 $2K

"% 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.