iShares Currency Hedged MSCIHEZUETF
13F holders, Q2 2026 (June 30)98holders +3
12new positions
9sold out
$50.12avg. 13F price*
At the end of Q2 2026, 98 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, up 3 from Q1 2026. 12 opened new positions and 9 sold out. The largest holders were Charles Schwab Investment Management Inc. ($126.7M), HighTower Advisors, LLC ($15.6M) and Robertson Stephens Wealth Management, LLC ($12.9M).
- Company
- iShares Currency Hedged MSCI
- CUSIP
- 46434V639
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.1M |
| Exits | 9 | $27.7M |
All 13F filers, Q1 2026 → Q2 2026: 347,759 shares bought and 2,096,289 shares sold, net −1,748,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -29.6% | 2,525,489 | $126.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 310,655 | $15.6M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Reduce -0.0% | 257,497 | $12.9M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -1.1% | 234,774 | $11.8M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 233,578 | $11.7M |
| Morgan Stanley | 0.00% | Add +34.0% | 226,411 | $11.4M |
| UBS Group AG | 0.00% | Reduce -3.5% | 196,066 | $9.8M |
| Bank of America Corp. | 0.00% | Reduce -20.6% | 189,272 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.9% | 180,373 | $8.9M |
| Flow Traders U.S. LLC | 0.30% | Add +1821.8% | 143,868 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 137,144 | $6.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.5% | 136,226 | $6.8M |
| Connecticut Wealth Management, LLC | 0.19% | No change | 100,276 | $5.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -19.3% | 64,329 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 56,076 | $2.8M |
| Summit Financial, LLC | 0.03% | Reduce -2.8% | 51,495 | $2.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +759.1% | 47,480 | $2.4M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -3.3% | 41,363 | $2.1M |
| Scotia Capital Inc. | 0.01% | New | 35,781 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 35,642 | $1.8M |
| Comprehensive Wealth Management, LLC | 0.75% | Reduce -19.1% | 32,708 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -9.1% | 32,655 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.2% | 29,383 | $1.5M |
| Sierra Capital LLC | 0.13% | No change | 27,301 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 26,292 | $1.3M |
| US Bancorp \de | 0.00% | Add +5.2% | 22,629 | $1.1M |
| Stanich Group LLC | 0.68% | Add +22.1% | 21,665 | $1.1M |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.4% | 20,791 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -9.2% | 18,843 | $945K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 16,570 | $831K |
| Ameriprise Financial Inc. | 0.00% | Add +15.2% | 15,041 | $754K |
| Dimension Capital Management LLC | 0.09% | No change | 14,953 | $750K |
| Raymond James Financial Inc. | 0.00% | Add +7.8% | 14,491 | $727K |
| Three Bridge Wealth Advisors, LLC | 0.18% | No change | 14,225 | $713K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -7.4% | 12,528 | $629K |
| Detalus Advisors, LLC | 0.09% | Reduce -2.6% | 9,470 | $475K |
| Diversified Trust Co. | 0.01% | Reduce -35.3% | 9,160 | $459K |
| HRT Financial LP | 0.00% | New | 8,625 | $432K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -39.6% | 8,099 | $406K |
| Formidable Asset Management, LLC | 0.06% | Add +0.8% | 9,234 | $404K |
| Insight Wealth Strategies, LLC | 0.04% | Reduce -96.9% | 7,331 | $363K |
| EFG International AG | 0.01% | No change | 7,200 | $361K |
| Olde Wealth Management, LLC | 0.10% | No change | 7,196 | $360K |
| Valor Advisors LLC | 0.25% | No change | 6,859 | $344K |
| Phoenix Financial Ltd. | 0.00% | No change | 6,850 | $344K |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.6% | 6,454 | $317K |
| Simplicity Wealth,LLC | 0.01% | Reduce -13.8% | 6,200 | $311K |
| Westfuller Advisors, LLC | 0.11% | No change | 5,905 | $296K |
| Ascent Group, LLC | 0.01% | Add +2.3% | 5,724 | $287K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.1% | 5,718 | $287K |
| Vident Advisory, LLC | 0.00% | Reduce -52.3% | 5,374 | $270K |
| Mariner, LLC | 0.00% | Add +3.7% | 5,198 | $261K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 5,085 | $255K |
| Bank of New York Mellon Corp | 0.00% | No change | 4,953 | $248K |
| PFG Advisors | 0.01% | Reduce -13.8% | 4,633 | $232K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 4,617 | $232K |
| Magnus Financial Group LLC | 0.02% | No change | 4,606 | $231K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,206 | $211K |
| One Wealth Advisors, LLC | 0.02% | New | 4,131 | $207K |
| Captrust Financial Advisors | 0.00% | New | 4,120 | $207K |
| Sage Mountain Advisors LLC | 0.01% | No change | 4,087 | $205K |
| Jordan Park Group LLC | 0.01% | New | 4,015 | $201K |
| Edgemoor Investment Advisors, Inc. | 0.01% | New | 4,000 | $201K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,983 | $200K |
| Bank of Montreal | 0.00% | Reduce -4.5% | 3,727 | $187K |
| FMR LLC | 0.00% | Reduce -21.3% | 2,860 | $143K |
| Piscataqua Savings Bank | 0.08% | Reduce -40.7% | 2,234 | $112K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.6% | 1,407 | $71K |
| Deutsche Bank AG | 0.00% | Reduce -74.5% | 1,350 | $68K |
| Mather Group, Llc. | 0.00% | New | 1,325 | $66K |
| Kelleher Financial Advisors | 0.01% | Add +100.0% | 1,236 | $62K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $57K |
| Global Retirement Partners, LLC | 0.00% | — | 1,083 | $54K |
| Forum Finance Group S.A. | 0.02% | No change | 1,285 | $52K |
| EPG Wealth Management LLC | 0.01% | No change | 938 | $47K |
| Assetmark, Inc. | 0.00% | Add +2081.8% | 480 | $24K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -45.9% | 429 | $22K |
| Founders Financial Alliance, LLC | 0.00% | No change | 354 | $18K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.3% | 329 | $17K |
| Balentine LLC | 0.00% | New | 303 | $15K |
| Glenmede Trust Co. NA | 0.00% | No change | 296 | $15K |
| Larson Financial Group LLC | 0.00% | No change | 200 | $10K |
| Wolff Wiese Magana LLC | 0.00% | No change | 182 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -4.8% | 179 | $9K |
| Motco | 0.00% | New | 167 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $8K |
| Allworth Financial LP | 0.00% | Reduce -86.6% | 159 | $8K |
| Spire Wealth Management | 0.00% | No change | 129 | $6K |
| Wellington-Altus USA Inc. | 0.00% | No change | 97 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 84 | $4K |
| Vision Retirement, LLC | 0.00% | No change | 83 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 80 | $4K |
| Blair William & Co. | 0.00% | No change | 79 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 61 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -28.0% | 36 | $2K |
| Birchbrook, Inc. | 0.00% | New | 22 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 3 | $150 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.