iShares Currency Hedged MSCIHEZUETF
13F holders, Q3 2025 (September 30)91holders −2
13new positions
14sold out
1famous investor
$42.16avg. 13F price*
At the end of Q3 2025, 91 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, down 2 from Q2 2025. 13 opened new positions and 14 sold out. The largest holders were Charles Schwab Investment Management Inc. ($254.1M), HighTower Advisors, LLC ($13.0M) and Bank of America Corp. ($12.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.8M |
| Exits | 14 | $2.7M |
All 13F filers, Q2 2025 → Q3 2025: 327,975 shares bought and 1,884,678 shares sold, net −1,556,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -16.9% | 6,026,726 | $254.1M |
| HighTower Advisors, LLC | 0.01% | Add +2.9% | 307,858 | $13.0M |
| Bank of America Corp. | 0.00% | Add +8.1% | 290,804 | $12.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.7% | 285,926 | $12.1M |
| LPL Financial LLC | 0.00% | Add +12.5% | 229,648 | $9.7M |
| UBS Group AG | 0.00% | Reduce -20.2% | 225,818 | $9.5M |
| Flow Traders U.S. LLC | 0.34% | Add +131.3% | 200,356 | $8.4M |
| Insight Wealth Strategies, LLC | 0.90% | Reduce -46.7% | 181,357 | $7.6M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Reduce -4.0% | 179,407 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 146,494 | $6.2M |
| Morgan Stanley | 0.00% | Reduce -9.4% | 140,463 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.9% | 139,649 | $5.9M |
| Connecticut Wealth Management, LLC | 0.21% | Reduce -14.0% | 112,164 | $4.7M |
| Citadel Advisors | 0.00% | Add +551.1% | 109,346 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 69,697 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -10.2% | 59,945 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 56,935 | $2.4M |
| Summit Financial, LLC | 0.03% | Add +6.0% | 52,358 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -47.1% | 52,079 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 43,540 | $1.8M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -1.3% | 40,086 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -3.5% | 34,630 | $1.5M |
| Comprehensive Wealth Management, LLC | 1.04% | Add +33.8% | 34,934 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 33,089 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.6% | 28,816 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -22.6% | 27,754 | $1.2M |
| Sierra Capital LLC | 0.13% | No change | 27,301 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.9% | 21,980 | $927K |
| US Bancorp \de | 0.00% | Reduce -2.5% | 21,427 | $903K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.1% | 19,066 | $804K |
| Stanich Group LLC | 0.49% | Add +2.8% | 18,994 | $801K |
| Citigroup Inc. | 0.00% | Add +29.6% | 18,538 | $782K |
| Dimension Capital Management LLC | 0.11% | No change | 17,853 | $753K |
| Prospera Financial Services Inc | 0.01% | New | 17,809 | $751K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -68.5% | 14,865 | $627K |
| Diversified Trust Co. | 0.01% | No change | 14,860 | $627K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -21.3% | 13,275 | $560K |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 12,813 | $540K |
| Vident Advisory, LLC | 0.00% | Reduce -10.1% | 11,338 | $478K |
| Detalus Advisors, LLC | 0.11% | Reduce -49.1% | 10,020 | $422K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.0% | 9,744 | $411K |
| Formidable Asset Management, LLC | 0.05% | Add +7.3% | 8,430 | $346K |
| Jane Street Group, LLC | 0.00% | Reduce -76.0% | 8,192 | $345K |
| Phoenix Financial Ltd. | 0.00% | No change | 7,650 | $323K |
| Westfuller Advisors, LLC | 0.14% | Add +2.1% | 7,559 | $319K |
| Sage Mountain Advisors LLC | 0.02% | No change | 7,387 | $311K |
| Olde Wealth Management, LLC | 0.10% | — | 7,196 | $311K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 6,619 | $279K |
| TSA Wealth Managment LLC | 0.09% | Reduce -16.0% | 6,530 | $275K |
| Ascent Group, LLC | 0.01% | Reduce -8.3% | 6,205 | $262K |
| Raymond James Financial Inc. | 0.00% | Add +40.1% | 6,142 | $259K |
| Captrust Financial Advisors | 0.00% | New | 5,861 | $247K |
| One Wealth Advisors, LLC | 0.03% | Reduce -61.6% | 5,385 | $227K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 5,380 | $227K |
| Strategic Blueprint, LLC | 0.01% | Reduce -18.9% | 5,364 | $226K |
| PFG Advisors | 0.01% | New | 5,105 | $215K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,085 | $214K |
| Bank of New York Mellon Corp | 0.00% | No change | 4,926 | $208K |
| Magnus Financial Group LLC | 0.02% | Reduce -4.6% | 4,766 | $201K |
| Jones Financial Companies LLLP | 0.00% | Add +14.9% | 4,750 | $199K |
| Bank of Montreal | 0.00% | No change | 3,727 | $157K |
| FMR LLC | 0.00% | Reduce -20.3% | 2,260 | $95K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.1% | 1,415 | $60K |
| Cwm, LLC | 0.00% | No change | 1,217 | $51K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $48K |
| WFA of San Diego, LLC | 0.03% | No change | 1,005 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 945 | $40K |
| EPG Wealth Management LLC | 0.01% | No change | 938 | $40K |
| Larson Financial Group LLC | 0.00% | Reduce -15.9% | 689 | $29K |
| Kelleher Financial Advisors | 0.01% | New | 618 | $26K |
| Wolff Wiese Magana LLC | 0.01% | New | 587 | $25K |
| Farther Finance Advisors, LLC | 0.00% | No change | 475 | $20K |
| Principal Securities, Inc. | 0.00% | No change | 428 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.9% | 418 | $18K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -43.3% | 417 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +6466.7% | 394 | $17K |
| LGT Financial Advisors LLC | 0.03% | Reduce -37.5% | 364 | $15K |
| Founders Financial Alliance, LLC | 0.00% | New | 354 | $15K |
| Advisory Services Network, LLC | 0.00% | New | 242 | $10K |
| AE Wealth Management LLC | 0.00% | New | 222 | $9K |
| IFP Advisors, Inc | 0.00% | Add +3.7% | 197 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 87 | $4K |
| New Republic Capital, LLC | 0.00% | No change | 80 | $3K |
| Blair William & Co. | 0.00% | No change | 79 | $3K |
| AdvisorNet Financial, Inc | 0.00% | New | 58 | $2K |
| Deutsche Bank AG | 0.00% | Reduce -90.0% | 50 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 31 | $1K |
| Orion Capital Management LLC | 0.00% | New | 27 | $1K |
| Assetmark, Inc. | 0.00% | No change | 22 | $928 |
| MAI Capital Management | 0.00% | No change | 16 | $675 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.