iShares Currency Hedged MSCIHEZUETF
13F holders, Q3 2024 (September 30)80holders +16
21new positions
8sold out
$36.75avg. 13F price*
At the end of Q3 2024, 80 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, up 16 from Q2 2024. 21 opened new positions and 8 sold out. The largest holders were Permanens Capital L.P. ($18.0M), JPMorgan Chase & Co. ($14.5M) and Connecticut Wealth Management, LLC ($12.0M).
- Company
- iShares Currency Hedged MSCI
- CUSIP
- 46434V639
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $15.6M |
| Exits | 8 | $21.1M |
All 13F filers, Q2 2024 → Q3 2024: 731,046 shares bought and 1,764,013 shares sold, net −1,032,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Permanens Capital L.P. | 3.66% | Reduce -59.3% | 490,303 | $18.0M |
| JPMorgan Chase & Co. | 0.00% | Add +248.1% | 394,666 | $14.5M |
| Connecticut Wealth Management, LLC | 0.58% | Reduce -12.9% | 326,115 | $12.0M |
| LPL Financial LLC | 0.00% | Reduce -1.3% | 284,275 | $10.4M |
| HighTower Advisors, LLC | 0.02% | Add +1.3% | 284,092 | $10.4M |
| EP Wealth Advisors, LLC | 0.09% | New | 269,611 | $9.9M |
| Bank of America Corp. | 0.00% | Reduce -21.1% | 226,110 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.1% | 210,338 | $7.7M |
| Evolution Wealth Advisors, LLC | 1.36% | Add +2.8% | 205,650 | $7.6M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Add +0.7% | 183,578 | $6.7M |
| Madison Asset Management, LLC | 0.06% | Reduce -1.9% | 145,131 | $5.3M |
| Morgan Stanley | 0.00% | Reduce -9.5% | 128,500 | $4.7M |
| UBS Group AG | 0.00% | Reduce -1.5% | 125,426 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 123,197 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -19.4% | 114,627 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 79,654 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -4.5% | 68,756 | $2.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +0.5% | 60,830 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 55,697 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | New | 41,651 | $1.5M |
| Quotient Wealth Partners, LLC | 0.05% | Add +47.9% | 38,978 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | Reduce -30.9% | 35,574 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 31,907 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.6% | 31,423 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.3% | 27,540 | $1.0M |
| Citigroup Inc. | 0.00% | Add +1.2% | 27,319 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.9% | 24,846 | $913K |
| Dimension Capital Management LLC | 0.15% | No change | 22,265 | $818K |
| US Bancorp \de | 0.00% | No change | 22,029 | $810K |
| Blue Trust, Inc. | 0.01% | No change | 18,964 | $688K |
| Detalus Advisors, LLC | 0.23% | New | 18,707 | $688K |
| Jane Street Group, LLC | 0.00% | Reduce -89.8% | 17,852 | $656K |
| ShoreHaven Wealth Partners, LLC | 0.31% | New | 17,679 | $650K |
| Vident Advisory, LLC | 0.02% | Reduce -9.1% | 17,242 | $634K |
| Prospera Financial Services Inc | 0.02% | Reduce -67.6% | 16,724 | $615K |
| Sanctuary Advisors, LLC | 0.00% | New | 17,262 | $613K |
| Sage Mountain Advisors LLC | 0.05% | Reduce -15.3% | 15,425 | $567K |
| WCG Wealth Advisors LLC | 0.04% | New | 15,039 | $553K |
| Diversified Trust Co. | 0.01% | Add +2.5% | 14,510 | $533K |
| One Wealth Advisors, LLC | 0.08% | Add +3.1% | 13,418 | $493K |
| Ameriprise Financial Inc. | 0.00% | Reduce -85.6% | 12,254 | $450K |
| Natixis Advisors, LLC | 0.00% | Reduce -26.5% | 10,707 | $394K |
| Phoenix Financial Ltd. | 0.01% | No change | 10,650 | $391K |
| BlackRock, Inc. | 0.00% | — | 9,542 | $351K |
| Wealth Alliance, LLC | 0.04% | New | 8,485 | $312K |
| Alera Investment Advisors, LLC | 0.03% | New | 7,704 | $283K |
| Westfuller Advisors, LLC | 0.19% | — | 7,351 | $270K |
| Olde Wealth Management, LLC | 0.09% | No change | 7,196 | $264K |
| Braun-Bostich & Associates Inc. | 0.18% | New | 6,891 | $253K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 6,469 | $238K |
| ONE Advisory Partners, LLC | 0.10% | New | 6,365 | $234K |
| Keebeck Wealth Management | 0.03% | New | 6,150 | $226K |
| High Falls Advisors, Inc | 0.05% | New | 5,996 | $220K |
| Cetera Investment Advisers | 0.00% | Reduce -19.3% | 5,764 | $212K |
| Bank of Montreal | 0.00% | No change | 3,727 | $138K |
| FMR LLC | 0.00% | Add +21.4% | 2,120 | $78K |
| Deutsche Bank AG | 0.00% | Reduce -21.3% | 1,850 | $68K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,260 | $46K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $42K |
| WFA of San Diego, LLC | 0.03% | No change | 1,005 | $37K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 938 | $34K |
| M&R Capital Management Inc. | 0.01% | No change | 700 | $26K |
| LGT Financial Advisors LLC | 0.05% | New | 528 | $19K |
| Addison Advisors LLC | 0.00% | No change | 430 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 428 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -60.5% | 377 | $14K |
| Founders Financial Alliance, LLC | 0.00% | No change | 354 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 226 | $8K |
| Mather Group, Llc. | 0.00% | New | 176 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $6K |
| Global Retirement Partners, LLC | 0.00% | New | 108 | $4K |
| IFP Advisors, Inc | 0.00% | New | 100 | $4K |
| Tsfg, LLC | 0.00% | No change | 92 | $3K |
| New Republic Capital, LLC | 0.00% | New | 80 | $3K |
| Spire Wealth Management | 0.00% | New | 66 | $2K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 41 | $2K |
| Assetmark, Inc. | 0.00% | No change | 22 | $809 |
| Farther Finance Advisors, LLC | 0.00% | New | 18 | $662 |
| REAP Financial Group, LLC | 0.00% | No change | 10 | $368 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.2% | 5 | $184 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.