iShares Currency Hedged MSCIHEZUETF
13F holders, Q4 2024 (December 31)78holders −2
6new positions
8sold out
$35.85avg. 13F price*
At the end of Q4 2024, 78 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, down 2 from Q3 2024. 6 opened new positions and 8 sold out. The largest holders were JPMorgan Chase & Co. ($13.7M), LPL Financial LLC ($12.1M) and HighTower Advisors, LLC ($10.2M).
- Company
- iShares Currency Hedged MSCI
- CUSIP
- 46434V639
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.7M |
| Exits | 8 | $20.0M |
All 13F filers, Q3 2024 → Q4 2024: 347,392 shares bought and 835,296 shares sold, net −487,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 381,653 | $13.7M |
| LPL Financial LLC | 0.00% | Add +18.3% | 336,267 | $12.1M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 285,843 | $10.2M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -1.1% | 266,656 | $9.6M |
| Connecticut Wealth Management, LLC | 0.39% | Reduce -31.9% | 221,922 | $8.0M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 220,797 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.9% | 204,191 | $7.3M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +0.7% | 184,887 | $6.6M |
| Wells Fargo & Company | 0.00% | Add +49.9% | 171,812 | $6.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Add +161.5% | 159,062 | $5.7M |
| Madison Asset Management, LLC | 0.06% | Reduce -2.5% | 141,577 | $5.1M |
| Madison Investment Advisors, LLC | 0.06% | — | 141,577 | $5.1M |
| UBS Group AG | 0.00% | Reduce -1.9% | 123,077 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.2% | 122,964 | $4.4M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 120,369 | $4.3M |
| Evolution Wealth Advisors, LLC | 0.58% | Reduce -53.0% | 96,615 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 82,476 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +5.4% | 72,452 | $2.6M |
| Flow Traders U.S. LLC | 0.09% | Add +74.8% | 62,196 | $2.2M |
| 3EDGE Asset Management, LP | 0.11% | New | 51,255 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 49,336 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.1% | 41,204 | $1.5M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -2.5% | 38,014 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +2.3% | 32,630 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +3.1% | 32,403 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +78.3% | 31,835 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.6% | 27,091 | $971K |
| Sanctuary Advisors, LLC | 0.01% | Add +25.4% | 21,651 | $836K |
| US Bancorp \de | 0.00% | No change | 22,029 | $790K |
| Stanich Group LLC | 0.58% | — | 21,667 | $777K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.3% | 21,286 | $763K |
| Citigroup Inc. | 0.00% | Reduce -23.2% | 20,978 | $752K |
| GTS Securities LLC | 0.04% | New | 20,433 | $732K |
| Detalus Advisors, LLC | 0.21% | Reduce -2.8% | 18,176 | $651K |
| Dimension Capital Management LLC | 0.10% | Reduce -19.8% | 17,853 | $640K |
| ShoreHaven Wealth Partners, LLC | 0.29% | Reduce -2.6% | 17,212 | $617K |
| Vident Advisory, LLC | 0.01% | Reduce -11.1% | 15,324 | $549K |
| Diversified Trust Co. | 0.01% | Add +2.4% | 14,860 | $533K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -12.3% | 13,185 | $473K |
| One Wealth Advisors, LLC | 0.07% | Reduce -3.7% | 12,924 | $463K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 12,195 | $437K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -24.5% | 11,639 | $417K |
| Natixis Advisors, LLC | 0.00% | Add +0.1% | 10,720 | $384K |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 9,485 | $340K |
| Deutsche Bank AG | 0.00% | Add +364.9% | 8,600 | $308K |
| Wealth Alliance, LLC | 0.04% | Reduce -1.9% | 8,327 | $298K |
| Phoenix Financial Ltd. | 0.00% | Reduce -28.2% | 7,650 | $274K |
| Westfuller Advisors, LLC | 0.17% | Add +0.7% | 7,401 | $265K |
| Olde Wealth Management, LLC | 0.09% | No change | 7,196 | $257K |
| ONE Advisory Partners, LLC | 0.10% | Add +1.0% | 6,429 | $230K |
| High Falls Advisors, Inc | 0.05% | Add +4.7% | 6,277 | $225K |
| Braun-Bostich & Associates Inc. | 0.15% | Reduce -14.2% | 5,914 | $212K |
| Bank of Montreal | 0.00% | No change | 3,727 | $134K |
| FMR LLC | 0.00% | Reduce -4.4% | 2,027 | $73K |
| Jones Financial Companies LLLP | 0.00% | New | 1,791 | $64K |
| Cwm, LLC | 0.00% | New | 1,615 | $58K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.1% | 1,287 | $46K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $40K |
| EPG Wealth Management LLC | 0.01% | No change | 938 | $34K |
| Harbour Investments, Inc. | 0.00% | New | 784 | $28K |
| SBI Securities Co., Ltd. | 0.00% | — | 542 | $19K |
| LGT Financial Advisors LLC | 0.04% | Reduce -0.4% | 526 | $19K |
| Addison Advisors LLC | 0.00% | No change | 430 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 428 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 377 | $14K |
| Founders Financial Alliance, LLC | 0.00% | No change | 354 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5580.0% | 284 | $10K |
| Lindbrook Capital, LLC | 0.00% | No change | 226 | $8K |
| Mather Group, Llc. | 0.00% | No change | 176 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $6K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.9% | 106 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 100 | $4K |
| Tsfg, LLC | 0.00% | No change | 92 | $3K |
| New Republic Capital, LLC | 0.00% | No change | 80 | $3K |
| Spire Wealth Management | 0.00% | Reduce -24.2% | 50 | $2K |
| Assetmark, Inc. | 0.00% | No change | 22 | $788 |
| Farther Finance Advisors, LLC | 0.00% | No change | 18 | $645 |
| MAI Capital Management | 0.00% | New | 16 | $574 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.