iShares Currency Hedged MSCIHEZUETF
13F holders, Q1 2026 (March 31)95holders +1
9new positions
8sold out
1famous investor
$43.66avg. 13F price*
At the end of Q1 2026, 95 institutions reported holding iShares Currency Hedged MSCI (HEZU) in their 13F filings, up 1 from Q4 2025. 9 opened new positions and 8 sold out. The largest holders were Charles Schwab Investment Management Inc. ($156.7M), BlackRock, Inc. ($22.8M) and HighTower Advisors, LLC ($13.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $23.3M |
| Exits | 8 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 677,470 shares bought and 1,428,593 shares sold, net −751,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -25.5% | 3,586,257 | $156.7M |
| BlackRock, Inc. | 0.00% | New | 522,366 | $22.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 310,863 | $13.6M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Reduce -0.6% | 257,568 | $11.3M |
| LPL Financial LLC | 0.00% | Add +9.3% | 240,935 | $10.5M |
| Bank of America Corp. | 0.00% | Reduce -14.5% | 238,535 | $10.4M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -3.5% | 237,292 | $10.4M |
| Insight Wealth Strategies, LLC | 1.14% | Add +28.6% | 234,524 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.6% | 219,717 | $9.4M |
| UBS Group AG | 0.00% | Reduce -9.1% | 203,155 | $8.9M |
| Morgan Stanley | 0.00% | Add +8.9% | 168,978 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.9% | 142,701 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 137,028 | $6.0M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -9.7% | 100,276 | $4.4M |
| Allianz Asset Management GmbH | 0.00% | Reduce -3.6% | 79,679 | $3.5M |
| Citadel Advisors | 0.00% | Add +24.9% | 56,994 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 56,156 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +2.3% | 52,952 | $2.3M |
| Quotient Wealth Partners, LLC | 0.05% | Add +9.4% | 42,791 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +19.8% | 41,021 | $1.8M |
| Comprehensive Wealth Management, LLC | 0.89% | Add +4.9% | 40,420 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -13.3% | 35,936 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 29,736 | $1.3M |
| Sierra Capital LLC | 0.13% | No change | 27,301 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.7% | 26,980 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.0% | 22,460 | $982K |
| US Bancorp \de | 0.00% | Add +2.1% | 21,509 | $940K |
| Citigroup Inc. | 0.00% | Reduce -2.7% | 20,741 | $906K |
| Stanich Group LLC | 0.59% | Reduce -2.4% | 17,749 | $776K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +208.0% | 16,570 | $724K |
| Dimension Capital Management LLC | 0.09% | No change | 14,953 | $653K |
| Three Bridge Wealth Advisors, LLC | 0.17% | Add +50.5% | 14,225 | $622K |
| Diversified Trust Co. | 0.01% | Reduce -4.7% | 14,160 | $619K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.9% | 13,528 | $592K |
| Raymond James Financial Inc. | 0.00% | Add +99.6% | 13,444 | $588K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.4% | 13,419 | $586K |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 13,052 | $570K |
| Vident Advisory, LLC | 0.00% | Reduce -0.7% | 11,259 | $492K |
| Detalus Advisors, LLC | 0.10% | No change | 9,728 | $425K |
| Formidable Asset Management, LLC | 0.06% | Add +0.1% | 9,161 | $401K |
| Flow Traders U.S. LLC | 0.01% | Reduce -81.1% | 7,486 | $327K |
| EFG International AG | 0.01% | No change | 7,200 | $315K |
| Simplicity Wealth,LLC | 0.02% | Add +15.1% | 7,192 | $314K |
| Olde Wealth Management, LLC | 0.10% | No change | 7,196 | $314K |
| Valor Advisors LLC | 0.25% | No change | 6,859 | $300K |
| Phoenix Financial Ltd. | 0.00% | Reduce -10.5% | 6,850 | $299K |
| Jones Financial Companies LLLP | 0.00% | Add +50.0% | 6,766 | $286K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -16.7% | 6,358 | $278K |
| Marshall Wace, LLP | 0.00% | New | 6,051 | $264K |
| Westfuller Advisors, LLC | 0.11% | Reduce -22.6% | 5,905 | $258K |
| TSA Wealth Managment LLC | 0.08% | Reduce -1.9% | 5,697 | $249K |
| Ascent Group, LLC | 0.01% | Reduce -1.4% | 5,594 | $244K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | No change | 5,527 | $236K |
| PFG Advisors | 0.01% | Add +4.3% | 5,375 | $235K |
| Deutsche Bank AG | 0.00% | Add +14.0% | 5,300 | $232K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 5,085 | $222K |
| Mariner, LLC | 0.00% | Reduce -24.6% | 5,011 | $219K |
| Bank of New York Mellon Corp | 0.00% | No change | 4,953 | $216K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,665 | $204K |
| Magnus Financial Group LLC | 0.02% | Reduce -2.7% | 4,606 | $201K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -24.1% | 4,087 | $179K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,983 | $174K |
| Bank of Montreal | 0.00% | Add +1.8% | 3,903 | $171K |
| Piscataqua Savings Bank | 0.12% | No change | 3,765 | $165K |
| FMR LLC | 0.00% | Add +31.7% | 3,633 | $159K |
| Howe & Rusling Inc. | 0.00% | Reduce -20.5% | 1,443 | $63K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,416 | $63K |
| Cwm, LLC | 0.00% | Reduce -1.6% | 1,217 | $53K |
| Allworth Financial LP | 0.00% | Add +8.4% | 1,190 | $52K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 1,130 | $49K |
| Forum Finance Group S.A. | 0.02% | — | 1,285 | $45K |
| EPG Wealth Management LLC | 0.01% | No change | 938 | $41K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +89.7% | 793 | $35K |
| Kelleher Financial Advisors | 0.01% | No change | 618 | $27K |
| SBI Securities Co., Ltd. | 0.00% | Add +28.0% | 393 | $17K |
| Founders Financial Alliance, LLC | 0.00% | New | 354 | $15K |
| Glenmede Trust Co. NA | 0.00% | New | 296 | $13K |
| Advisory Services Network, LLC | 0.00% | New | 236 | $10K |
| Larson Financial Group LLC | 0.00% | Reduce -60.0% | 200 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -3.6% | 188 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 182 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 165 | $7K |
| Franklin Resources Inc. | 0.00% | No change | 145 | $6K |
| Spire Wealth Management | 0.00% | Reduce -1.5% | 129 | $6K |
| Wellington-Altus USA Inc. | 0.00% | No change | 97 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -67.3% | 84 | $4K |
| Vision Retirement, LLC | 0.00% | New | 83 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 80 | $3K |
| Blair William & Co. | 0.00% | No change | 79 | $3K |
| Rossby Financial, LCC | 0.00% | New | 61 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 58 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 50 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -75.0% | 22 | $961 |
| MAI Capital Management | 0.00% | No change | 16 | $700 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 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.