HEZU Institutional Ownership & Shareholders
ISHARES CURRENCY HEDGED MSCI (HEZU) is currently held by 94 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $249.29M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of HEZU tracked by InsiderSet, reporting ownership valued at approximately $126.66M 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 $120.72M, representing an estimated loss of -4.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed HEZU value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Ep Wealth Advisors, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES CURRENCY HEDGED MSCI (HEZU).
This page ranks the largest institutional HEZU 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
94
Total Reported Value
$249.29M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$126.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.02% | 2,525,489 | $126,660,598 | $120,718,374 | -$5,942,224 | -4.69% | |
| Ep Wealth Advisors, Llc | 0.04% | 234,774 | $11,774,597 | $11,222,197 | -$552,400 | -4.69% | |
| Lpl Financial Llc | 0.00% | 233,578 | $11,714,602 | $11,165,028 | -$549,574 | -4.69% | |
| Morgan Stanley | 0.00% | 226,411 | $11,355,214 | $10,822,446 | -$532,768 | -4.69% | |
| Ubs Group Ag | 0.00% | 196,066 | $9,833,298 | $9,371,955 | -$461,343 | -4.69% | |
| Bank Of America Corp | 0.00% | 189,272 | $9,492,402 | $9,047,202 | -$445,200 | -4.69% | |
| Jpmorgan Chase & Co | 0.00% | 180,373 | $8,938,713 | $8,621,829 | -$316,884 | -3.55% | |
| Flow Traders U.S. Llc | 0.30% | 143,868 | $7,215,000 | $6,876,890 | -$338,110 | -4.69% | |
| Goldman Sachs Group Inc | 0.00% | 137,144 | $6,878,169 | $6,555,483 | -$322,686 | -4.69% | |
| Connecticut Wealth Management, Llc | 0.14% | 78,693 | $3,811,889 | $3,761,525 | -$50,364 | -1.32% | |
| Allianz Asset Management Gmbh | 0.00% | 64,329 | $3,226,286 | $3,074,926 | -$151,360 | -4.69% | |
| Royal Bank Of Canada | 0.00% | 56,076 | $2,813,000 | $2,680,433 | -$132,567 | -4.71% | |
| Summit Financial, Llc | 0.03% | 51,495 | $2,582,606 | $2,461,461 | -$121,145 | -4.69% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | 47,480 | $2,379,351 | $2,269,544 | -$109,807 | -4.61% | |
| Quotient Wealth Partners, Llc | 0.05% | 41,363 | $2,074,493 | $1,977,151 | -$97,342 | -4.69% | |
| Scotia Capital Inc. | 0.01% | 35,781 | $1,794,489 | $1,710,332 | -$84,157 | -4.69% | |
| Susquehanna International Group, Llp | 0.00% | 35,642 | $1,787,550 | $1,703,688 | -$83,862 | -4.69% | |
| Comprehensive Wealth Management, Llc | 0.75% | 32,708 | $1,640,401 | $1,563,442 | -$76,959 | -4.69% | |
| Wells Fargo & Company/Mn | 0.00% | 32,655 | $1,637,730 | $1,560,909 | -$76,821 | -4.69% | |
| Osaic Holdings, Inc. | 0.00% | 29,383 | $1,473,542 | $1,404,507 | -$69,035 | -4.68% | |
| Sierra Capital Llc | 0.13% | 27,301 | $1,369,224 | $1,304,988 | -$64,236 | -4.69% | |
| Newedge Advisors, Llc | 0.00% | 26,292 | $1,318,607 | $1,256,758 | -$61,849 | -4.69% | |
| Us Bancorp \De\ | 0.00% | 22,629 | $1,134,912 | $1,081,666 | -$53,246 | -4.69% | |
| Stanich Group Llc | 0.52% | 22,315 | $1,080,909 | $1,066,657 | -$14,252 | -1.32% | |
| Sanctuary Advisors, Llc | 0.00% | 20,791 | $1,042,729 | $993,810 | -$48,919 | -4.69% | |
| Citigroup Inc | 0.00% | 18,843 | $945,037 | $900,695 | -$44,342 | -4.69% | |
| Great Valley Advisor Group, Inc. | 0.01% | 16,570 | $831,034 | $792,046 | -$38,988 | -4.69% | |
| Ameriprise Financial Inc | 0.00% | 15,041 | $754,356 | $718,960 | -$35,396 | -4.69% | |
| Dimension Capital Management Llc | 0.09% | 14,953 | $749,936 | $714,753 | -$35,183 | -4.69% | |
| Raymond James Financial Inc | 0.00% | 14,491 | $726,766 | $692,670 | -$34,096 | -4.69% | |
| Three Bridge Wealth Advisors, Llc | 0.18% | 14,225 | $713,425 | $679,955 | -$33,470 | -4.69% | |
| United Capital Financial Advisors, Llc | 0.00% | 12,528 | $629,014 | $598,838 | -$30,176 | -4.80% | |
| Diversified Trust Co | 0.01% | 9,160 | $459,400 | $437,848 | -$21,552 | -4.69% | |
| Detalus Advisors, Llc | 0.09% | 9,254 | $448,264 | $442,341 | -$5,923 | -1.32% | |
| Hrt Financial Lp | 0.00% | 8,625 | $432,000 | $412,275 | -$19,725 | -4.57% | |
| Kestra Advisory Services, Llc | 0.00% | 8,099 | $406,172 | $387,132 | -$19,040 | -4.69% | |
| Formidable Asset Management, Llc | 0.06% | 9,234 | $403,526 | $441,385 | +$37,859 | +9.38% | |
| Efg International Ag | 0.01% | 7,200 | $361,101 | $344,160 | -$16,941 | -4.69% | |
| Olde Wealth Management, Llc | 0.10% | 7,196 | $360,000 | $343,969 | -$16,031 | -4.45% | |
| Phoenix Financial Ltd. | 0.00% | 6,850 | $343,547 | $327,430 | -$16,117 | -4.69% | |
| Simplicity Wealth,Llc | 0.01% | 6,825 | $330,603 | $326,235 | -$4,368 | -1.32% | |
| Insight Wealth Strategies, Llc | 0.03% | 6,780 | $328,429 | $324,084 | -$4,345 | -1.32% | |
| Jones Financial Companies Lllp | 0.00% | 6,454 | $316,698 | $308,501 | -$8,197 | -2.59% | |
| Westfuller Advisors, Llc | 0.11% | 5,905 | $296,163 | $282,259 | -$13,904 | -4.69% | |
| Onedigital Investment Advisors Llc | 0.00% | 5,718 | $286,774 | $273,320 | -$13,454 | -4.69% | |
| Ascent Group, Llc | 0.01% | 5,619 | $272,194 | $268,588 | -$3,606 | -1.32% | |
| Vident Advisory, Llc | 0.00% | 5,374 | $269,522 | $256,877 | -$12,645 | -4.69% | |
| Mariner, Llc | 0.00% | 5,198 | $260,695 | $248,464 | -$12,231 | -4.69% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,085 | $255,028 | $243,063 | -$11,965 | -4.69% | |
| Bank Of New York Mellon Corp | 0.00% | 4,953 | $248,412 | $236,753 | -$11,659 | -4.69% |
Frequently asked questions about HEZU
Who are the largest institutional holders of HEZU?
The largest institutional holders of HEZU reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Ep Wealth Advisors, Llc, Lpl Financial Llc, Morgan Stanley, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported HEZU position.
What is HEZU institutional ownership?
This page tracks HEZU positions reported by institutional investment managers through SEC Form 13F. ISHARES CURRENCY HEDGED MSCI (HEZU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HEZU?
InsiderSet currently tracks 94 institutional managers reporting HEZU 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 HEZU shareholders.
How much HEZU stock do institutions own?
Institutional investment managers disclosed approximately $249.29M in HEZU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HEZU institutional ownership last updated?
The latest HEZU 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 HEZU 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 HEZU position after the reporting date.
Are institutions buying or selling HEZU?
Institutional buying and selling can be analyzed by comparing HEZU positions across consecutive 13F reporting periods. InsiderSet's HEZU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HEZU ownership changes.
How has HEZU institutional ownership changed over time?
InsiderSet tracks HEZU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.