ISHARES CRNCY HEDGD MSCI EM (HEEM) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $139.07M 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 $26.47M in its March 31, 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 $31.87M, representing an estimated gain of +20.37% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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, Bank Of America Corp, 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

45

Total Reported Value

$139.07M

Largest Holder

Tiaa-Cref Individual & Institutional Services, Llc

Largest Position

$26.47M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

51

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Tiaa-Cref Individual & Institutional Services, Llc0.10%717,036$26,472,969$31,865,080+$5,392,111+20.37%
Wells Fargo & Company/Mn0.00%448,143$16,545,439$19,915,475+$3,370,036+20.37%
Bank Of America Corp0.00%412,299$15,222,082$18,322,568+$3,100,486+20.37%
Morgan Stanley0.00%361,133$13,333,064$16,048,751+$2,715,687+20.37%
Coldstream Capital Management Inc0.14%302,148$11,155,316$13,427,457+$2,272,141+20.37%
Pictet Asset Management Holding Sa0.01%265,511$9,802,666$11,799,309+$1,996,643+20.37%
Vertex Planning Partners, Llc1.33%185,267$6,840,057$8,233,265+$1,393,208+20.37%
Friedenthal Financial2.54%136,747$5,048,700$6,077,037+$1,028,337+20.37%
Envestnet Asset Management Inc0.00%134,417$4,962,693$5,973,491+$1,010,798+20.37%
Cetera Investment Advisers0.00%116,425$4,298,426$5,173,927+$875,501+20.37%
Truist Financial Corp0.01%105,643$3,900,340$4,694,775+$794,435+20.37%
Commonwealth Equity Services, Llc0.00%96,291$3,555,070$4,279,172+$724,102+20.37%
Kingswood Wealth Advisors, Llc0.14%77,731$2,869,829$3,454,366+$584,537+20.37%
Lpl Financial Llc0.00%67,698$2,499,404$3,008,499+$509,095+20.37%
Forefront Analytics, Llc1.97%58,540$2,161,283$2,601,518+$440,235+20.37%
Ameriprise Financial Inc0.00%40,916$1,506,555$1,818,307+$311,752+20.69%
Savant Capital, Llc0.01%35,133$1,297,099$1,561,311+$264,212+20.37%
Susquehanna International Group, Llp0.00%32,460$1,198,423$1,442,522+$244,099+20.37%
Ubs Group Ag0.00%26,890$992,779$1,194,992+$202,213+20.37%
Wealth Preservation Advisors, Llc0.59%19,162$707,454$851,559+$144,105+20.37%
Tiaa Trust, National Association0.04%17,673$652,487$785,388+$132,901+20.37%
Wharton Business Group, Llc0.02%16,300$601,796$724,372+$122,576+20.37%
Advisory Services Network, Llc0.01%10,736$396,384$477,108+$80,724+20.37%
Raymond James Financial Inc0.00%9,985$368,646$443,733+$75,087+20.37%
Prospera Financial Services Inc0.01%9,775$360,893$434,401+$73,508+20.37%
Osaic Holdings, Inc.0.00%9,099$335,955$404,360+$68,405+20.36%
Hightower Advisors, Llc0.00%8,914$329,105$396,138+$67,033+20.37%
Cranbrook Wealth Management, Llc0.06%8,173$301,748$363,208+$61,460+20.37%
Atria Investments, Inc0.00%7,358$271,657$326,990+$55,333+20.37%
Blair William & Co/Il0.00%6,880$254,010$305,747+$51,737+20.37%
Royal Bank Of Canada0.00%4,548$168,000$202,113+$34,113+20.31%
O'Shaughnessy Asset Management, Llc0.00%3,775$139,373$167,761+$28,388+20.37%
Bank Of Montreal0.00%3,000$110,760$133,320+$22,560+20.37%
Golden State Wealth Management, Llc0.01%2,977$109,913$132,298+$22,385+20.37%
Harbor Asset Planning, Inc.0.06%2,030$74,935$90,213+$15,278+20.39%
Ae Wealth Management Llc0.00%1,434$52,943$63,727+$10,784+20.37%
Fmr Llc0.00%1,246$46,016$55,372+$9,356+20.33%
Strategic Wealth Partners, Ltd.0.00%1,228$44,012$54,572+$10,560+23.99%
Triumph Capital Management0.01%700$25,844$31,108+$5,264+20.37%
Northwestern Mutual Wealth Management Co0.00%550$20,306$24,442+$4,136+20.37%
Whipplewood Advisors, Llc0.01%358$13,217$15,910+$2,693+20.37%
Assetmark, Inc0.00%303$11,187$13,465+$2,278+20.37%
National Bank Of Canada0.00%212$7,827$9,421+$1,594+20.37%
Jones Financial Companies Lllp0.00%128$4,589$5,688+$1,099+23.96%
Park Avenue Securities Llc0.00%13,559$501$602,562+$602,061+120171.85%

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.