iShares Currency Hedged MSCIHEZUETF
13F holders, Q1 2025 (March 31)94holders +16
27new positions
9sold out
$38.97avg. 13F price*
At the end of Q1 2025, 94 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, up 16 from Q4 2024. 27 opened new positions and 9 sold out. The largest holders were Charles Schwab Investment Management Inc. ($282.9M), Allianz Asset Management GmbH ($20.4M) and JPMorgan Chase & Co. ($14.0M).
- Company
- iShares Currency Hedged MSCI
- CUSIP
- 46434V639
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $326.8M |
| Exits | 9 | $10.6M |
All 13F filers, Q4 2024 → Q1 2025: 8,728,881 shares bought and 650,044 shares sold, net +8,078,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Charles Schwab Investment Management Inc. | 0.05% | New | 7,259,426 | $282.9M |
| Allianz Asset Management GmbH | 0.03% | New | 523,079 | $20.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 359,560 | $14.0M |
| Insight Wealth Strategies, LLC | 1.80% | New | 343,616 | $13.4M |
| HighTower Advisors, LLC | 0.02% | Add +2.3% | 292,399 | $11.4M |
| UBS Group AG | 0.00% | Add +129.3% | 282,272 | $11.0M |
| Bank of America Corp. | 0.00% | Add +22.1% | 269,651 | $10.5M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -4.8% | 253,823 | $9.9M |
| LPL Financial LLC | 0.00% | Reduce -34.6% | 220,032 | $8.6M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Reduce -3.6% | 178,149 | $6.9M |
| Connecticut Wealth Management, LLC | 0.36% | Reduce -21.2% | 174,948 | $6.8M |
| Morgan Stanley | 0.00% | Add +41.0% | 169,673 | $6.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Reduce -0.5% | 158,293 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.4% | 155,423 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.3% | 150,559 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -32.6% | 115,824 | $4.5M |
| Evolution Wealth Advisors, LLC | 0.59% | Reduce -6.5% | 90,305 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.2% | 71,586 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -6.1% | 68,047 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +163.2% | 56,993 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 51,645 | $2.0M |
| Summit Financial, LLC | 0.05% | New | 46,709 | $1.8M |
| Quotient Wealth Partners, LLC | 0.05% | Add +7.4% | 40,839 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.4% | 40,643 | $1.6M |
| Fig Financial Advisory Services Inc. | 0.94% | New | 34,305 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 32,795 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.4% | 30,006 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -8.4% | 29,161 | $1.1M |
| One Capital Management, LLC | 0.03% | New | 25,963 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.2% | 24,054 | $937K |
| Atria Investments, Inc | 0.01% | New | 23,897 | $931K |
| Stanich Group LLC | 0.64% | Add +2.3% | 22,162 | $864K |
| US Bancorp \de | 0.00% | No change | 22,029 | $858K |
| GTS Securities LLC | 0.04% | Add +3.7% | 21,184 | $826K |
| Detalus Advisors, LLC | 0.23% | Add +3.5% | 18,808 | $733K |
| Citigroup Inc. | 0.00% | Reduce -14.3% | 17,977 | $701K |
| Dimension Capital Management LLC | 0.12% | No change | 17,853 | $696K |
| ShoreHaven Wealth Partners, LLC | 0.29% | Reduce -9.0% | 15,666 | $611K |
| Fifth Third Securities, Inc. | 0.05% | New | 15,338 | $598K |
| Vident Advisory, LLC | 0.01% | No change | 15,324 | $597K |
| Diversified Trust Co. | 0.01% | No change | 14,860 | $579K |
| One Wealth Advisors, LLC | 0.08% | Add +1.7% | 13,139 | $512K |
| United Capital Financial Advisors, LLC | 0.00% | New | 12,875 | $502K |
| Quantinno Capital Management LP | 0.00% | New | 12,386 | $483K |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 12,251 | $477K |
| TD Waterhouse Canada Inc. | 0.00% | New | 11,876 | $465K |
| TSA Wealth Managment LLC | 0.18% | New | 11,713 | $456K |
| Sage Mountain Advisors LLC | 0.03% | No change | 11,639 | $454K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.0% | 10,613 | $414K |
| Deutsche Bank AG | 0.00% | Add +13.9% | 9,792 | $382K |
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 9,362 | $365K |
| Ascent Group, LLC | 0.01% | New | 8,321 | $324K |
| Wealth Alliance, LLC | 0.04% | Reduce -1.8% | 8,175 | $319K |
| Cypress Wealth Services, LLC | 0.06% | New | 8,169 | $318K |
| Formidable Asset Management, LLC | 0.05% | New | 7,856 | $306K |
| Banco Santander, S.A. | 0.00% | New | 7,682 | $299K |
| Phoenix Financial Ltd. | 0.00% | No change | 7,650 | $298K |
| Westfuller Advisors, LLC | 0.19% | No change | 7,401 | $288K |
| Olde Wealth Management, LLC | 0.10% | No change | 7,196 | $280K |
| Cerity Partners LLC | 0.00% | New | 7,059 | $275K |
| High Falls Advisors, Inc | 0.06% | Reduce -3.7% | 6,042 | $235K |
| ONE Advisory Partners, LLC | 0.09% | Reduce -11.6% | 5,684 | $222K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 5,578 | $217K |
| Kickstand Ventures, Llc. | 0.06% | New | 5,566 | $217K |
| Strategic Blueprint, LLC | 0.01% | New | 5,455 | $213K |
| Bank of New York Mellon Corp | 0.00% | New | 5,275 | $206K |
| Bank of Montreal | 0.00% | Add +5.9% | 3,948 | $154K |
| AlphaCore Capital LLC | 0.01% | New | 3,254 | $127K |
| FMR LLC | 0.00% | Add +45.4% | 2,947 | $115K |
| Jones Financial Companies LLLP | 0.00% | Add +53.7% | 2,753 | $108K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -26.6% | 945 | $37K |
| EPG Wealth Management LLC | 0.01% | No change | 938 | $37K |
| LGT Financial Advisors LLC | 0.07% | Add +10.8% | 583 | $23K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.9% | 537 | $21K |
| Wayfinding Financial, LLC | 0.01% | New | 489 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 428 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 377 | $15K |
| Founders Financial Alliance, LLC | 0.00% | No change | 354 | $14K |
| Cwm, LLC | 0.00% | Reduce -82.7% | 280 | $11K |
| Lindbrook Capital, LLC | 0.00% | No change | 226 | $9K |
| Mather Group, Llc. | 0.00% | No change | 176 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 164 | $6K |
| Qube Research & Technologies Ltd | 0.00% | New | 146 | $6K |
| Tsfg, LLC | 0.00% | No change | 92 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 100 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 87 | $3K |
| Allworth Financial LP | 0.00% | New | 87 | $3K |
| New Republic Capital, LLC | 0.00% | No change | 80 | $3K |
| Spire Wealth Management | 0.00% | Reduce -12.0% | 44 | $2K |
| Assetmark, Inc. | 0.00% | No change | 22 | $857 |
| Farther Finance Advisors, LLC | 0.00% | No change | 18 | $707 |
| MAI Capital Management | 0.00% | No change | 16 | $624 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.