iShares Currency Hedged MSCIHEZUETF
13F holders, Q2 2024 (June 30)64holders +7
13new positions
5sold out
$36.28avg. 13F price*
At the end of Q2 2024, 64 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, up 7 from Q1 2024. 13 opened new positions and 5 sold out. The largest holders were Permanens Capital L.P. ($43.7M), BlackRock Inc. ($42.6M) and Connecticut Wealth Management, LLC ($13.6M).
- Company
- iShares Currency Hedged MSCI
- CUSIP
- 46434V639
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $26.2M |
| Exits | 5 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,493,717 shares bought and 1,202,605 shares sold, net +291,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Permanens Capital L.P. | 4.47% | Add +18.9% | 1,205,679 | $43.7M |
| BlackRock Inc. | 0.00% | Reduce -3.3% | 1,173,103 | $42.6M |
| Connecticut Wealth Management, LLC | 0.70% | Reduce -3.2% | 374,337 | $13.6M |
| LPL Financial LLC | 0.01% | Add +279.0% | 288,131 | $10.5M |
| Bank of America Corp. | 0.00% | Add +28.0% | 286,505 | $10.4M |
| HighTower Advisors, LLC | 0.02% | Add +0.5% | 280,344 | $10.2M |
| Barings LLC | 0.24% | Add +24.1% | 272,761 | $9.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.8% | 214,820 | $7.8M |
| Evolution Wealth Advisors, LLC | 1.41% | New | 200,060 | $7.3M |
| Robertson Stephens Wealth Management, LLC | 0.35% | Reduce -46.4% | 182,331 | $6.6M |
| Prudential PLC | 0.05% | New | 181,029 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +343.8% | 175,128 | $6.4M |
| Madison Asset Management, LLC | 0.07% | New | 147,905 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +30.8% | 142,182 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 141,926 | $5.1M |
| UBS Group AG | 0.00% | Add +4.3% | 127,339 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 123,197 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.5% | 113,394 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +60.7% | 85,115 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 81,181 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -0.0% | 71,972 | $2.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | New | 60,550 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 56,504 | $2.0M |
| Prospera Financial Services Inc | 0.05% | Add +1.8% | 51,551 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 51,460 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Reduce -85.0% | 46,256 | $1.7M |
| Schroder Investment Management Group | 0.00% | Reduce -85.0% | 46,256 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 34,775 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.2% | 34,001 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.0% | 32,310 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -51.6% | 29,097 | $1.1M |
| Citigroup Inc. | 0.00% | Add +4.5% | 27,004 | $980K |
| Susquehanna International Group, LLP | 0.00% | Add +162.3% | 26,676 | $968K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -9.4% | 26,364 | $956K |
| Dimension Capital Management LLC | 0.16% | No change | 22,265 | $808K |
| US Bancorp \de | 0.00% | Reduce -5.4% | 22,029 | $799K |
| Blue Trust, Inc. | 0.01% | New | 18,964 | $697K |
| Vident Advisory, LLC | 0.02% | No change | 18,964 | $688K |
| Sage Mountain Advisors LLC | 0.06% | Add +163.9% | 18,212 | $661K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.1% | 14,570 | $529K |
| Diversified Trust Co. | 0.01% | No change | 14,160 | $514K |
| One Wealth Advisors, LLC | 0.10% | New | 13,017 | $447K |
| Phoenix Financial Ltd. | 0.01% | No change | 10,650 | $386K |
| Olde Wealth Management, LLC | 0.10% | New | 7,196 | $261K |
| Cetera Investment Advisers | 0.00% | New | 7,146 | $259K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 6,469 | $235K |
| Bank of Montreal | 0.00% | Reduce -22.8% | 3,727 | $138K |
| Deutsche Bank AG | 0.00% | Reduce -51.0% | 2,350 | $85K |
| FMR LLC | 0.00% | Reduce -3.5% | 1,746 | $63K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $41K |
| WFA of San Diego, LLC | 0.03% | — | 1,005 | $36K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 955 | $35K |
| M&R Capital Management Inc. | 0.01% | No change | 700 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +103.9% | 630 | $23K |
| Realta Investment Advisors | 0.00% | No change | 500 | $18K |
| Addison Advisors LLC | 0.01% | Reduce -45.6% | 430 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 428 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 354 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 226 | $8K |
| Kelly Financial Services LLC | 0.00% | New | 212 | $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 | $798 |
| REAP Financial Group, LLC | 0.00% | No change | 10 | $363 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.