HEEM Institutional Ownership & Shareholders
ISHARES CRNCY HEDGD MSCI EM (HEEM) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $174.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $26.96M, representing an estimated loss of -13.62% 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
50
Total Reported Value
$174.66M
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$31.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $26,961,539 | -$4,249,534 | -13.62% | |
| Wells Fargo & Company/Mn | 0.00% | 518,557 | $23,195,054 | $20,036,939 | -$3,158,115 | -13.62% | |
| Morgan Stanley | 0.00% | 410,259 | $18,350,929 | $15,852,326 | -$2,498,603 | -13.62% | |
| Bank Of America Corp | 0.00% | 389,928 | $17,441,483 | $15,066,740 | -$2,374,743 | -13.62% | |
| Coldstream Capital Management Inc | 0.17% | 299,834 | $13,411,556 | $11,585,526 | -$1,826,030 | -13.62% | |
| Pictet Asset Management Holding Sa | 0.01% | 252,301 | $11,285,424 | $9,748,860 | -$1,536,564 | -13.62% | |
| Vertex Planning Partners, Llc | 1.42% | 213,736 | $9,560,400 | $8,258,716 | -$1,301,684 | -13.62% | |
| Friedenthal Financial | 2.70% | 147,293 | $6,221,657 | $5,691,372 | -$530,285 | -8.52% | |
| Envestnet Asset Management Inc | 0.00% | 135,156 | $6,045,524 | $5,222,401 | -$823,123 | -13.62% | |
| Cetera Investment Advisers | 0.00% | 118,228 | $5,288,359 | $4,568,306 | -$720,053 | -13.62% | |
| Truist Financial Corp | 0.01% | 108,531 | $4,584,350 | $4,193,616 | -$390,734 | -8.52% | |
| Kingswood Wealth Advisors, Llc | 0.13% | 80,388 | $3,395,598 | $3,106,176 | -$289,422 | -8.52% | |
| Lpl Financial Llc | 0.00% | 73,832 | $3,302,514 | $2,852,854 | -$449,660 | -13.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 71,035 | $3,000,520 | $2,744,778 | -$255,742 | -8.52% | |
| Forefront Analytics, Llc | 2.83% | 58,203 | $2,603,409 | $2,248,952 | -$354,457 | -13.62% | |
| Ameriprise Financial Inc | 0.00% | 40,464 | $1,811,969 | $1,563,521 | -$248,448 | -13.71% | |
| Scotia Capital Inc. | 0.01% | 40,224 | $1,799,220 | $1,554,247 | -$244,973 | -13.62% | |
| Savant Capital, Llc | 0.00% | 35,133 | $1,571,485 | $1,357,532 | -$213,953 | -13.61% | |
| Ubs Group Ag | 0.00% | 31,560 | $1,411,679 | $1,219,472 | -$192,207 | -13.62% | |
| Osaic Holdings, Inc. | 0.00% | 30,230 | $1,352,192 | $1,168,081 | -$184,111 | -13.62% | |
| Wealth Preservation Advisors, Llc | 0.57% | 22,460 | $1,004,627 | $867,850 | -$136,777 | -13.61% | |
| Tiaa Trust, National Association | 0.05% | 17,241 | $771,190 | $666,189 | -$105,001 | -13.62% | |
| Wharton Business Group, Llc | 0.02% | 15,865 | $709,641 | $613,020 | -$96,621 | -13.62% | |
| Raymond James Financial Inc | 0.00% | 15,255 | $682,356 | $589,450 | -$92,906 | -13.62% | |
| Mml Investors Services, Llc | 0.00% | 12,246 | $547,751 | $473,183 | -$74,568 | -13.61% | |
| Blair William & Co/Il | 0.00% | 11,506 | $514,663 | $444,590 | -$70,073 | -13.62% | |
| Advisory Services Network, Llc | 0.01% | 11,286 | $504,840 | $436,089 | -$68,751 | -13.62% | |
| Atria Investments, Inc | 0.00% | 11,190 | $472,666 | $432,379 | -$40,287 | -8.52% | |
| Prospera Financial Services Inc | 0.01% | 9,775 | $437,235 | $377,704 | -$59,531 | -13.62% | |
| Cranbrook Wealth Management, Llc | 0.07% | 8,173 | $345,228 | $315,803 | -$29,425 | -8.52% | |
| Old Mission Capital Llc | 0.01% | 6,621 | $296,157 | $255,834 | -$40,323 | -13.62% | |
| Citadel Advisors Llc | 0.00% | 4,720 | $211,126 | $182,380 | -$28,746 | -13.62% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,699 | $210,195 | $181,568 | -$28,627 | -13.62% | |
| Invst, Llc | 0.02% | 4,674 | $209,068 | $180,602 | -$28,466 | -13.62% | |
| Royal Bank Of Canada | 0.00% | 4,314 | $193,000 | $166,692 | -$26,308 | -13.63% | |
| Action Point Financial Planning, Llc | 0.02% | 3,207 | $143,508 | $123,918 | -$19,590 | -13.65% | |
| Bank Of Montreal | 0.00% | 3,000 | $134,190 | $115,919 | -$18,271 | -13.62% | |
| Lfa - Lugano Financial Advisors Sa | 0.06% | 2,100 | $93,933 | $81,144 | -$12,789 | -13.62% | |
| Harbor Asset Planning, Inc. | 0.06% | 2,041 | $86,193 | $78,864 | -$7,329 | -8.50% | |
| Golden State Wealth Management, Llc | 0.01% | 1,468 | $62,030 | $56,723 | -$5,307 | -8.56% | |
| Fmr Llc | 0.00% | 1,121 | $50,137 | $43,315 | -$6,822 | -13.61% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 716 | $32,027 | $27,666 | -$4,361 | -13.62% | |
| Triumph Capital Management | 0.01% | 700 | $29,568 | $27,048 | -$2,520 | -8.52% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 614 | $27,464 | $23,725 | -$3,739 | -13.61% | |
| Whipplewood Advisors, Llc | 0.01% | 358 | $15,122 | $13,833 | -$1,289 | -8.52% | |
| Assetmark, Inc | 0.00% | 303 | $12,799 | $11,708 | -$1,091 | -8.53% | |
| National Bank Of Canada | 0.00% | 212 | $9,483 | $8,192 | -$1,291 | -13.62% | |
| Jones Financial Companies Lllp | 0.00% | 128 | $5,618 | $4,946 | -$672 | -11.96% | |
| Ashton Thomas Securities, Llc | 0.00% | 48 | $2,028 | $1,855 | -$173 | -8.54% | |
| Park Avenue Securities Llc | 0.00% | 9,432 | $398 | $364,451 | +$364,053 | +91470.50% |
Frequently asked questions about HEEM
Who are the largest institutional holders of HEEM?
The largest institutional holders of HEEM reported in the latest SEC Form 13F filings include Tiaa-Cref Individual & Institutional Services, Llc, Wells Fargo & Company/Mn, Morgan Stanley, Bank Of America Corp, and Coldstream Capital Management Inc. InsiderSet ranks institutional holders by their latest reported HEEM position.
What is HEEM institutional ownership?
This page tracks HEEM positions reported by institutional investment managers through SEC Form 13F. ISHARES CRNCY HEDGD MSCI EM (HEEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HEEM?
InsiderSet currently tracks 50 institutional managers reporting HEEM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HEEM shareholders.
How much HEEM stock do institutions own?
Institutional investment managers disclosed approximately $174.66M in HEEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HEEM institutional ownership last updated?
The latest HEEM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HEEM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HEEM position after the reporting date.
Are institutions buying or selling HEEM?
Institutional buying and selling can be analyzed by comparing HEEM positions across consecutive 13F reporting periods. InsiderSet's HEEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEEM ownership changes.
How has HEEM institutional ownership changed over time?
InsiderSet tracks HEEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.