iShares Currency Hedged MSCIHEZUETF
13F holders, Q1 2024 (March 31)57holders
$36.77avg. 13F price*
At the end of Q1 2024, 57 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings. The largest holders were BlackRock Inc. ($44.6M), Permanens Capital L.P. ($37.3M) and JPMorgan Chase & Co. ($16.3M).
- Company
- iShares Currency Hedged MSCI
- CUSIP
- 46434V639
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $25.0M |
| Exits | 8 | $2.6M |
Ownership 57 holders
| BlackRock Inc. | 0.00% | Reduce -0.0% | 1,213,426 | $44.6M |
| Permanens Capital L.P. | 4.58% | Add +102.4% | 1,013,883 | $37.3M |
| JPMorgan Chase & Co. | 0.00% | Add +3.9% | 444,285 | $16.3M |
| Connecticut Wealth Management, LLC | 0.76% | Add +1.1% | 386,552 | $14.2M |
| Robertson Stephens Wealth Management, LLC | 0.69% | Add +0.1% | 340,258 | $12.5M |
| New York State Common Retirement Fund | 0.01% | New | 308,457 | $11.3M |
| Schroder Investment Management Group | 0.01% | New | 308,457 | $11.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.6% | 278,883 | $10.3M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 223,806 | $8.2M |
| Barings LLC | 0.20% | Reduce -14.7% | 219,705 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -55.2% | 209,036 | $7.7M |
| Morgan Stanley | 0.00% | Reduce -28.1% | 146,312 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 123,197 | $4.5M |
| UBS Group AG | 0.00% | Add +9.0% | 122,050 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -8.4% | 108,746 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +72.8% | 80,791 | $3.0M |
| LPL Financial LLC | 0.00% | Add +19.4% | 76,019 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 74,727 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -1.6% | 71,997 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.9% | 60,081 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.0% | 56,173 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 52,960 | $1.9M |
| Prospera Financial Services Inc | 0.06% | Add +115.6% | 50,650 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +145.8% | 39,459 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -30.8% | 35,493 | $1.3M |
| Quotient Wealth Partners, LLC | 0.04% | Add +5.4% | 29,096 | $1.1M |
| Wolverine Trading, LLC | 0.01% | New | 27,877 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -12.9% | 25,836 | $950K |
| US Bancorp \de | 0.00% | Reduce -4.6% | 23,295 | $857K |
| Dimension Capital Management LLC | 0.16% | No change | 22,265 | $819K |
| Vident Advisory, LLC | 0.01% | No change | 18,964 | $697K |
| Natixis Advisors, LLC | 0.00% | Add +0.1% | 14,592 | $537K |
| Old Mission Capital LLC | 0.01% | New | 14,223 | $523K |
| Diversified Trust Co. | 0.02% | No change | 14,160 | $521K |
| Phoenix Financial Ltd. | 0.01% | New | 10,650 | $392K |
| Susquehanna International Group, LLP | 0.00% | New | 10,172 | $374K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -7.8% | 6,900 | $254K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -14.9% | 6,469 | $238K |
| Bank of Montreal | 0.00% | No change | 4,827 | $178K |
| Deutsche Bank AG | 0.00% | Reduce -57.3% | 4,800 | $176K |
| FMR LLC | 0.00% | Reduce -0.8% | 1,809 | $67K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $42K |
| EPG Wealth Management LLC | 0.01% | No change | 938 | $34K |
| Addison Advisors LLC | 0.01% | No change | 790 | $29K |
| M&R Capital Management Inc. | 0.01% | No change | 700 | $26K |
| Realta Investment Advisors | 0.00% | New | 500 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 428 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 433 | $15K |
| Founders Financial Alliance, LLC | 0.00% | No change | 354 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.3% | 309 | $11K |
| Lindbrook Capital, LLC | 0.00% | No change | 226 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $6K |
| Tsfg, LLC | 0.00% | No change | 92 | $3K |
| Assetmark, Inc. | 0.00% | No change | 22 | $809 |
| Qube Research & Technologies Ltd | 0.00% | No change | 14 | $515 |
| REAP Financial Group, LLC | 0.00% | No change | 10 | $368 |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.