iShares Currency Hedged MSCIHEZUETF
13F holders, Q4 2025 (December 31)94holders +3
12new positions
14sold out
1famous investor
$43.76avg. 13F price*
At the end of Q4 2025, 94 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, up 3 from Q3 2025. 12 opened new positions and 14 sold out. The largest holders were Charles Schwab Investment Management Inc. ($210.7M), HighTower Advisors, LLC ($13.5M) and Bank of America Corp. ($12.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.6M |
| Exits | 14 | $9.0M |
All 13F filers, Q3 2025 → Q4 2025: 203,715 shares bought and 1,742,335 shares sold, net −1,538,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -20.1% | 4,815,517 | $210.7M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 308,705 | $13.5M |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 278,874 | $12.2M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Add +44.4% | 258,993 | $11.3M |
| EP Wealth Advisors, LLC | 0.06% | — | 245,884 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.0% | 243,113 | $10.6M |
| UBS Group AG | 0.00% | Reduce -1.0% | 223,513 | $9.8M |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 220,402 | $9.6M |
| Insight Wealth Strategies, LLC | 0.91% | Add +0.5% | 182,293 | $8.0M |
| Morgan Stanley | 0.00% | Add +10.4% | 155,101 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 146,978 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 139,649 | $6.1M |
| Connecticut Wealth Management, LLC | 0.21% | Reduce -1.0% | 111,040 | $4.9M |
| Allianz Asset Management GmbH | 0.00% | Add +58.8% | 82,679 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 57,238 | $2.5M |
| Summit Financial, LLC | 0.03% | Reduce -1.1% | 51,759 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -58.3% | 45,625 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -4.8% | 41,456 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | Reduce -80.2% | 39,647 | $1.7M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -2.5% | 39,100 | $1.7M |
| Comprehensive Wealth Management, LLC | 0.99% | Add +10.3% | 38,525 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +317.9% | 34,234 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.1% | 31,734 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.8% | 28,296 | $1.2M |
| Sierra Capital LLC | 0.13% | No change | 27,301 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.0% | 24,147 | $1.1M |
| Citigroup Inc. | 0.00% | Add +15.0% | 21,313 | $933K |
| US Bancorp \de | 0.00% | Reduce -1.6% | 21,073 | $922K |
| Stanich Group LLC | 0.60% | Reduce -4.3% | 18,182 | $796K |
| Prospera Financial Services Inc | 0.01% | Add +1.2% | 18,022 | $789K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.8% | 16,049 | $702K |
| Dimension Capital Management LLC | 0.09% | Reduce -16.2% | 14,953 | $654K |
| Diversified Trust Co. | 0.01% | No change | 14,860 | $650K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 13,275 | $581K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 12,416 | $543K |
| Vident Advisory, LLC | 0.00% | No change | 11,338 | $496K |
| Detalus Advisors, LLC | 0.10% | Reduce -2.9% | 9,728 | $426K |
| Three Bridge Wealth Advisors, LLC | 0.11% | New | 9,452 | $414K |
| Formidable Asset Management, LLC | 0.06% | Add +8.6% | 9,153 | $386K |
| Phoenix Financial Ltd. | 0.00% | No change | 7,650 | $335K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -21.6% | 7,636 | $334K |
| Westfuller Advisors, LLC | 0.14% | Add +0.9% | 7,631 | $334K |
| EFG International AG | 0.01% | — | 7,200 | $315K |
| Olde Wealth Management, LLC | 0.10% | No change | 7,196 | $314K |
| Valor Advisors LLC | 0.25% | — | 6,859 | $300K |
| Raymond James Financial Inc. | 0.00% | Add +9.7% | 6,736 | $295K |
| Mariner, LLC | 0.00% | New | 6,646 | $291K |
| Simplicity Wealth,LLC | 0.02% | New | 6,247 | $273K |
| TSA Wealth Managment LLC | 0.08% | Reduce -11.1% | 5,806 | $254K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 5,797 | $254K |
| Ascent Group, LLC | 0.01% | Reduce -8.5% | 5,675 | $248K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -16.5% | 5,527 | $243K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -27.1% | 5,387 | $236K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 5,380 | $235K |
| PFG Advisors | 0.01% | Add +0.9% | 5,153 | $225K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 5,085 | $223K |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 4,953 | $217K |
| Magnus Financial Group LLC | 0.02% | Reduce -0.6% | 4,736 | $207K |
| Deutsche Bank AG | 0.00% | Add +9200.0% | 4,650 | $203K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.0% | 4,510 | $197K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 3,983 | $174K |
| Bank of Montreal | 0.00% | Add +2.9% | 3,834 | $168K |
| Piscataqua Savings Bank | 0.12% | New | 3,765 | $165K |
| FMR LLC | 0.00% | Add +22.0% | 2,758 | $121K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,325 | $102K |
| Howe & Rusling Inc. | 0.01% | New | 1,816 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Add +198.1% | 1,416 | $62K |
| Cwm, LLC | 0.00% | Add +1.6% | 1,237 | $54K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.6% | 1,209 | $53K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $49K |
| Allworth Financial LP | 0.00% | New | 1,098 | $48K |
| WFA of San Diego, LLC | 0.03% | No change | 1,005 | $44K |
| EPG Wealth Management LLC | 0.01% | No change | 938 | $41K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 793 | $35K |
| Kelleher Financial Advisors | 0.01% | No change | 618 | $27K |
| Larson Financial Group LLC | 0.00% | Reduce -27.4% | 500 | $22K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 418 | $18K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -26.4% | 307 | $13K |
| SageView Advisory Group, LLC | 0.00% | New | 260 | $11K |
| AE Wealth Management LLC | 0.00% | Add +15.8% | 257 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -1.0% | 195 | $9K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -69.0% | 182 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $7K |
| New Republic Capital, LLC | 0.00% | Add +100.0% | 160 | $7K |
| Franklin Resources Inc. | 0.00% | New | 145 | $6K |
| Spire Wealth Management | 0.00% | New | 131 | $6K |
| Wellington-Altus USA Inc. | 0.00% | — | 97 | $4K |
| Assetmark, Inc. | 0.00% | Add +300.0% | 88 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.1% | 80 | $4K |
| Blair William & Co. | 0.00% | No change | 79 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $3K |
| SouthState Bank Corp | 0.00% | New | 21 | $919 |
| MAI Capital Management | 0.00% | No change | 16 | $701 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.2% | 3 | $131 |
"% of holder's portfolio" is HEZU's weight in each manager's 13F, not the share of iShares Currency Hedged MSCI the manager owns.