ISHARES CRNCY HEDGD MSCI EM (HEEM) Institutional Ownership Changes & 13F Activity

ISHARES CRNCY HEDGD MSCI EM (HEEM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Morgan Stanley, Ameriprise Financial Inc, Scotia Capital Inc., and Vertex Planning Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+4,7204,720$211.13KQ2 2026Sep 02, 2026
Wells Fargo & Company/MnBuy+70,414+15.7%518,557$23.20MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+40,46440,464$1.81MQ2 2026Aug 14, 2026
Vertex Planning Partners, LlcBuy+28,469+15.4%213,736$9.56MQ2 2026Aug 14, 2026
Bank Of America CorpSell-22,371-5.4%389,928$17.44MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+21,131+232.2%30,230$1.35MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+6,6216,621$296.16KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+5,270+52.8%15,255$682.36KQ2 2026Aug 14, 2026
Invst, LlcBuy+4,6744,674$209.07KQ2 2026Aug 14, 2026
Wealth Preservation Advisors, LlcBuy+3,298+17.2%22,460$1.00MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,2073,207$143.51KQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-2,314-0.8%299,834$13.41MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-234-5.1%4,314$193.00KQ2 2026Aug 14, 2026
Morgan StanleyBuy+49,126+13.6%410,259$18.35MQ2 2026Aug 13, 2026
Ubs Group AgBuy+4,670+17.4%31,560$1.41MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+716716$32.03KQ2 2026Aug 13, 2026
Forefront Analytics, LlcSell-337-0.6%58,203$2.60MQ2 2026Aug 13, 2026
Fmr LlcSell-125-10.0%1,121$50.14KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+1,803+1.5%118,228$5.29MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+550+5.1%11,286$504.84KQ2 2026Aug 12, 2026
Scotia Capital Inc.Buy+40,22440,224$1.80MQ2 2026Aug 11, 2026
Blair William & Co/IlBuy+4,626+67.2%11,506$514.66KQ2 2026Aug 11, 2026
Tiaa-Cref Individual & Institutional Services, LlcSell-19,270-2.7%697,766$31.21MQ2 2026Aug 10, 2026
Wharton Business Group, LlcSell-435-2.7%15,865$709.64KQ2 2026Aug 10, 2026
Tiaa Trust, National AssociationSell-432-2.4%17,241$771.19KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+12,24612,246$547.75KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+6,134+9.1%73,832$3.30MQ2 2026Aug 07, 2026
Envestnet Asset Management IncBuy+739+0.5%135,156$6.05MQ2 2026Aug 03, 2026
Pictet Asset Management Holding SaSell-13,210-5.0%252,301$11.29MQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-18,568-19.3%77,723$3.48MQ2 2026Jul 29, 2026
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Frequently asked questions about HEEM activity

  • Which institutional owners are buying HEEM?

    Institutional owners buying HEEM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HEEM activity?

    "Buy" means an investor increased their reported position in HEEM compared to the prior reporting period. This reflects growing exposure to ISHARES CRNCY HEDGD MSCI EM (HEEM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HEEM increasing?

    Institutional interest in HEEM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.