ISHARES CURRENCY HEDGED MSCI (HEZU) Institutional Ownership Changes & 13F Activity

ISHARES CURRENCY HEDGED MSCI (HEZU). 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 Charles Schwab Investment Management Inc, Jpmorgan Chase & Co, Flow Traders U.S. Llc, Morgan Stanley, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-48-1.0%4,617$231.57KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+4,206—4,206$210.92KQ2 2026Sep 09, 2026
Allianz Asset Management GmbhSell-15,350-19.3%64,329$3.23MQ2 2026Sep 02, 2026
United Capital Financial Advisors, LlcSell-1,000-7.4%12,528$629.01KQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncSell-1,060,768-29.6%2,525,489$126.66MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+136,382+1821.8%143,868$7.21MQ2 2026Aug 14, 2026
Bank Of America CorpSell-49,263-20.7%189,272$9.49MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+35,642—35,642$1.79MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+15,041—15,041$754.36KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+8,625—8,625$432.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-3,281-9.1%32,655$1.64MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,047+7.8%14,491$726.77KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-353-1.2%29,383$1.47MQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-312-4.6%6,454$316.70KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+116+0.1%137,144$6.88MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-80-0.1%56,076$2.81MQ2 2026Aug 14, 2026
Morgan StanleyBuy+57,433+34.0%226,411$11.36MQ2 2026Aug 13, 2026
Ubs Group AgSell-7,089-3.5%196,066$9.83MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+4,120—4,120$206.64KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-1,669-7.4%20,791$1.04MQ2 2026Aug 13, 2026
Fmr LlcSell-773-21.3%2,860$143.43KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-364-45.9%429$21.52KQ2 2026Aug 13, 2026
Mariner, LlcBuy+187+3.7%5,198$260.69KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+180,373—180,373$8.94MQ2 2026Aug 12, 2026
Banco Bilbao Vizcaya Argentaria, S.A.Buy+41,953+759.1%47,480$2.38MQ2 2026Aug 12, 2026
Comprehensive Wealth Management, LlcSell-7,712-19.1%32,708$1.64MQ2 2026Aug 12, 2026
Vident Advisory, LlcSell-5,885-52.3%5,374$269.52KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcSell-2,518-1.1%234,774$11.77MQ2 2026Aug 12, 2026
Summit Financial, LlcSell-1,457-2.8%51,495$2.58MQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+1,120+5.2%22,629$1.13MQ2 2026Aug 12, 2026
Showing 30 of 77

Frequently asked questions about HEZU activity

  • Which institutional owners are buying HEZU?

    Institutional owners buying HEZU 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 HEZU activity?

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

  • Is institutional interest in HEZU increasing?

    Institutional interest in HEZU 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.

HEZU Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet