iShares Currency Hedged MSCIHEZUETF
13F holders, Q2 2025 (June 30)93holders −1
18new positions
19sold out
1famous investor
$41.01avg. 13F price*
At the end of Q2 2025, 93 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, down 1 from Q1 2025. 18 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($297.5M), JPMorgan Chase & Co. ($18.0M) and Insight Wealth Strategies, LLC ($13.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Currency Hedged MSCI
- CUSIP
- 46434V639
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.0M |
| Exits | 19 | $16.4M |
All 13F filers, Q1 2025 → Q2 2025: 395,573 shares bought and 1,084,663 shares sold, net −689,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -0.1% | 7,250,076 | $297.5M |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 437,715 | $18.0M |
| Insight Wealth Strategies, LLC | 1.75% | Reduce -1.0% | 340,147 | $13.9M |
| HighTower Advisors, LLC | 0.02% | Add +2.3% | 299,205 | $12.3M |
| UBS Group AG | 0.00% | Add +0.2% | 282,909 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 269,052 | $11.0M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 253,329 | $10.4M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 204,156 | $8.4M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +4.9% | 186,843 | $7.7M |
| Morgan Stanley | 0.00% | Reduce -8.6% | 155,065 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.5% | 148,252 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.8% | 137,028 | $5.6M |
| Connecticut Wealth Management, LLC | 0.25% | Reduce -25.4% | 130,425 | $5.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -81.2% | 98,379 | $4.0M |
| Flow Traders U.S. LLC | 0.13% | New | 86,604 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.1% | 69,381 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -1.9% | 66,730 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +10.9% | 57,281 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 51,005 | $2.1M |
| Summit Financial, LLC | 0.05% | Add +5.8% | 49,407 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +16.0% | 47,160 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -60.6% | 45,612 | $1.9M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -0.6% | 40,598 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -37.1% | 35,851 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +202.2% | 35,889 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +17.1% | 34,151 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +3.2% | 33,840 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.4% | 28,996 | $1.2M |
| Comprehensive Wealth Management, LLC | 0.86% | New | 26,106 | $1.1M |
| Sierra Capital LLC | 0.12% | New | 27,301 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 21,968 | $901K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.3% | 19,882 | $816K |
| Detalus Advisors, LLC | 0.23% | Add +4.7% | 19,695 | $808K |
| Stanich Group LLC | 0.67% | Reduce -16.6% | 18,474 | $750K |
| Dimension Capital Management LLC | 0.11% | No change | 17,853 | $733K |
| United Capital Financial Advisors, LLC | 0.01% | Add +31.1% | 16,875 | $692K |
| Citadel Advisors | 0.00% | New | 16,795 | $689K |
| ShoreHaven Wealth Partners, LLC | 0.27% | Add +1.9% | 15,968 | $655K |
| Diversified Trust Co. | 0.01% | No change | 14,860 | $610K |
| Citigroup Inc. | 0.00% | Reduce -20.5% | 14,299 | $587K |
| One Wealth Advisors, LLC | 0.08% | Add +6.8% | 14,035 | $576K |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 12,671 | $520K |
| Vident Advisory, LLC | 0.01% | Reduce -17.7% | 12,614 | $518K |
| Quantinno Capital Management LP | 0.00% | No change | 12,386 | $508K |
| OneDigital Investment Advisors LLC | 0.01% | New | 11,469 | $471K |
| Independent Solutions Wealth Management, LLC | 0.07% | New | 8,505 | $349K |
| Wealth Alliance, LLC | 0.04% | Reduce -0.3% | 8,150 | $334K |
| TSA Wealth Managment LLC | 0.12% | Reduce -33.6% | 7,771 | $319K |
| Banco Santander, S.A. | 0.00% | No change | 7,682 | $315K |
| Phoenix Financial Ltd. | 0.00% | No change | 7,650 | $314K |
| Formidable Asset Management, LLC | 0.05% | No change | 7,856 | $306K |
| Westfuller Advisors, LLC | 0.17% | No change | 7,401 | $304K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -36.5% | 7,387 | $303K |
| Ascent Group, LLC | 0.01% | Reduce -18.7% | 6,764 | $278K |
| Strategic Blueprint, LLC | 0.01% | Add +21.3% | 6,614 | $271K |
| High Falls Advisors, Inc | 0.06% | Add +1.3% | 6,122 | $251K |
| ONE Advisory Partners, LLC | 0.08% | Add +0.9% | 5,733 | $236K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 5,380 | $221K |
| Magnus Financial Group LLC | 0.02% | New | 4,997 | $205K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 4,926 | $202K |
| Raymond James Financial Inc. | 0.00% | New | 4,385 | $180K |
| Jones Financial Companies LLLP | 0.00% | Add +50.2% | 4,135 | $170K |
| Bank of Montreal | 0.00% | Reduce -5.6% | 3,727 | $153K |
| FMR LLC | 0.00% | Reduce -3.8% | 2,836 | $116K |
| Global Retirement Partners, LLC | 0.00% | — | 1,417 | $58K |
| Cwm, LLC | 0.00% | Add +334.6% | 1,217 | $50K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $46K |
| WFA of San Diego, LLC | 0.03% | — | 1,005 | $41K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 945 | $39K |
| EPG Wealth Management LLC | 0.01% | No change | 938 | $38K |
| Larson Financial Group LLC | 0.00% | New | 819 | $34K |
| SBI Securities Co., Ltd. | 0.00% | Add +36.9% | 735 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 733 | $30K |
| Asset Dedication, LLC | 0.00% | New | 700 | $29K |
| LGT Financial Advisors LLC | 0.06% | Reduce -0.2% | 582 | $24K |
| Deutsche Bank AG | 0.00% | Reduce -94.9% | 500 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Add +2538.9% | 475 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 428 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 377 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | New | 346 | $14K |
| IFP Advisors, Inc | 0.00% | Add +90.0% | 190 | $8K |
| Qube Research & Technologies Ltd | 0.00% | Add +24.7% | 182 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $7K |
| Moser Wealth Advisors, LLC | 0.00% | New | 140 | $6K |
| Howe & Rusling Inc. | 0.00% | New | 119 | $5K |
| Tsfg, LLC | 0.00% | No change | 92 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 87 | $4K |
| New Republic Capital, LLC | 0.00% | No change | 80 | $3K |
| Blair William & Co. | 0.00% | New | 79 | $3K |
| Spire Wealth Management | 0.00% | No change | 44 | $2K |
| Assetmark, Inc. | 0.00% | No change | 22 | $903 |
| MAI Capital Management | 0.00% | No change | 16 | $657 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 6 | $246 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.