ISHARES CRNCY HEDGD MSCI EM (HEEM) Institutional Shareholders
ISHARES CRNCY HEDGD MSCI EM (HEEM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $175.62M in HEEM holdings during the latest filing period.
Tiaa-Cref Individual & Institutional Services, Llc is currently the largest disclosed institutional shareholder of HEEM tracked by InsiderSet, reporting ownership valued at approximately $31.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.58M, representing an estimated loss of -5.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed HEEM value among the investors covered in this analysis. Major shareholders include Tiaa-Cref Individual & Institutional Services, Llc, Wells Fargo & Company/Mn, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES CRNCY HEDGD MSCI EM (HEEM).
This page ranks the largest institutional HEEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$175.62M
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$31.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | 0.11% | 697,766 | $31,211,073 | $29,575,231 | -$1,635,842 | -5.24% | |
| Wells Fargo & Company/Mn | 0.00% | 518,557 | $23,195,054 | $21,979,350 | -$1,215,704 | -5.24% | |
| Morgan Stanley | 0.00% | 410,259 | $18,350,929 | $17,389,074 | -$961,855 | -5.24% | |
| Bank Of America Corp | 0.00% | 389,928 | $17,441,483 | $16,527,332 | -$914,151 | -5.24% | |
| Coldstream Capital Management Inc | 0.17% | 299,834 | $13,411,556 | $12,708,644 | -$702,912 | -5.24% | |
| Pictet Asset Management Holding Sa | 0.01% | 252,301 | $11,285,424 | $10,693,929 | -$591,495 | -5.24% | |
| Vertex Planning Partners, Llc | 1.42% | 213,736 | $9,560,400 | $9,059,329 | -$501,071 | -5.24% | |
| Envestnet Asset Management Inc | 0.00% | 135,156 | $6,045,524 | $5,728,668 | -$316,856 | -5.24% | |
| Friedenthal Financial | 2.77% | 133,965 | $5,992,255 | $5,678,187 | -$314,068 | -5.24% | |
| Cetera Investment Advisers | 0.00% | 118,228 | $5,288,359 | $5,011,165 | -$277,194 | -5.24% | |
| Truist Financial Corp | 0.01% | 108,394 | $4,848,464 | $4,594,345 | -$254,119 | -5.24% | |
| Kingswood Wealth Advisors, Llc | 0.14% | 79,163 | $3,540,961 | $3,355,371 | -$185,590 | -5.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 77,723 | $3,476,560 | $3,294,336 | -$182,224 | -5.24% | |
| Lpl Financial Llc | 0.00% | 73,832 | $3,302,514 | $3,129,414 | -$173,100 | -5.24% | |
| Forefront Analytics, Llc | 2.83% | 58,203 | $2,603,409 | $2,466,969 | -$136,440 | -5.24% | |
| Ameriprise Financial Inc | 0.00% | 40,464 | $1,811,969 | $1,715,091 | -$96,878 | -5.35% | |
| Scotia Capital Inc. | 0.01% | 40,224 | $1,799,220 | $1,704,918 | -$94,302 | -5.24% | |
| Savant Capital, Llc | 0.00% | 35,133 | $1,571,485 | $1,489,133 | -$82,352 | -5.24% | |
| Ubs Group Ag | 0.00% | 31,560 | $1,411,679 | $1,337,690 | -$73,989 | -5.24% | |
| Osaic Holdings, Inc. | 0.00% | 30,230 | $1,352,192 | $1,281,317 | -$70,875 | -5.24% | |
| Wealth Preservation Advisors, Llc | 0.57% | 22,460 | $1,004,627 | $951,981 | -$52,646 | -5.24% | |
| Tiaa Trust, National Association | 0.05% | 17,241 | $771,190 | $730,770 | -$40,420 | -5.24% | |
| Wharton Business Group, Llc | 0.02% | 15,865 | $709,641 | $672,448 | -$37,193 | -5.24% | |
| Raymond James Financial Inc | 0.00% | 15,255 | $682,356 | $646,592 | -$35,764 | -5.24% | |
| Mml Investors Services, Llc | 0.00% | 12,246 | $547,751 | $519,054 | -$28,697 | -5.24% | |
| Blair William & Co/Il | 0.00% | 11,506 | $514,663 | $487,689 | -$26,974 | -5.24% | |
| Advisory Services Network, Llc | 0.01% | 11,286 | $504,840 | $478,364 | -$26,476 | -5.24% | |
| Prospera Financial Services Inc | 0.01% | 9,775 | $437,235 | $414,319 | -$22,916 | -5.24% | |
| Park Avenue Securities Llc | 0.00% | 9,260 | $414,000 | $392,491 | -$21,509 | -5.20% | |
| Cranbrook Wealth Management, Llc | 0.07% | 8,173 | $365,579 | $346,418 | -$19,161 | -5.24% | |
| Old Mission Capital Llc | 0.01% | 6,621 | $296,157 | $280,635 | -$15,522 | -5.24% | |
| Atria Investments, Inc | 0.00% | 6,562 | $293,518 | $278,134 | -$15,384 | -5.24% | |
| Citadel Advisors Llc | 0.00% | 4,720 | $211,126 | $200,060 | -$11,066 | -5.24% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,699 | $210,195 | $199,170 | -$11,025 | -5.25% | |
| Invst, Llc | 0.02% | 4,674 | $209,068 | $198,110 | -$10,958 | -5.24% | |
| Royal Bank Of Canada | 0.00% | 4,314 | $193,000 | $182,851 | -$10,149 | -5.26% | |
| Action Point Financial Planning, Llc | 0.02% | 3,207 | $143,508 | $135,931 | -$7,577 | -5.28% | |
| Bank Of Montreal | 0.00% | 3,000 | $134,190 | $127,157 | -$7,033 | -5.24% | |
| Golden State Wealth Management, Llc | 0.01% | 2,363 | $105,700 | $100,157 | -$5,543 | -5.24% | |
| Lfa - Lugano Financial Advisors Sa | 0.06% | 2,100 | $93,933 | $89,010 | -$4,923 | -5.24% | |
| Harbor Asset Planning, Inc. | 0.07% | 2,030 | $90,786 | $86,043 | -$4,743 | -5.22% | |
| Fmr Llc | 0.00% | 1,121 | $50,137 | $47,514 | -$2,623 | -5.23% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 716 | $32,027 | $30,348 | -$1,679 | -5.24% | |
| Triumph Capital Management | 0.01% | 700 | $31,311 | $29,670 | -$1,641 | -5.24% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 614 | $27,464 | $26,025 | -$1,439 | -5.24% | |
| Whipplewood Advisors, Llc | 0.01% | 358 | $16,013 | $15,174 | -$839 | -5.24% | |
| Assetmark, Inc | 0.00% | 303 | $13,553 | $12,843 | -$710 | -5.24% | |
| National Bank Of Canada | 0.00% | 212 | $9,483 | $8,986 | -$497 | -5.24% | |
| Jones Financial Companies Lllp | 0.00% | 128 | $5,618 | $5,425 | -$193 | -3.43% |
Frequently asked questions about HEEM
Who owns the most HEEM stock?
The largest holders of HEEM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CRNCY HEDGD MSCI EM (HEEM).
Is HEEM widely held by superinvestors?
Many widely followed stocks like HEEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HEEM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.