ISHARES CURRENCY HEDGED MSCI (HEZU) Institutional Shareholders
ISHARES CURRENCY HEDGED MSCI (HEZU) 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 $398.41M in HEZU holdings during the latest filing period.
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 $125.90M, representing an estimated loss of -0.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed HEZU value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Sixth Street Partners Management Company, L.P., Hightower Advisors, 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
96
Total Reported Value
$398.41M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$126.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
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 | $125,895,627 | -$764,971 | -0.60% | |
| Sixth Street Partners Management Company, L.P. | 0.02% | 2,525,489 | $126,660,598 | $125,895,627 | -$764,971 | -0.60% | |
| Hightower Advisors, Llc | 0.02% | 310,655 | $15,580,245 | $15,486,152 | -$94,093 | -0.60% | |
| Robertson Stephens Wealth Management, Llc | 0.32% | 257,497 | $12,914,221 | $12,836,225 | -$77,996 | -0.60% | |
| Ep Wealth Advisors, Llc | 0.04% | 234,774 | $11,774,597 | $11,703,484 | -$71,113 | -0.60% | |
| Lpl Financial Llc | 0.00% | 233,578 | $11,714,602 | $11,643,863 | -$70,739 | -0.60% | |
| Morgan Stanley | 0.00% | 226,411 | $11,355,214 | $11,286,588 | -$68,626 | -0.60% | |
| Ubs Group Ag | 0.00% | 196,066 | $9,833,298 | $9,773,890 | -$59,408 | -0.60% | |
| Bank Of America Corp | 0.00% | 189,272 | $9,492,402 | $9,435,209 | -$57,193 | -0.60% | |
| Jpmorgan Chase & Co | 0.00% | 180,373 | $8,938,713 | $8,991,594 | +$52,881 | +0.59% | |
| Goldman Sachs Group Inc | 0.00% | 137,144 | $6,878,169 | $6,836,628 | -$41,541 | -0.60% | |
| Connecticut Wealth Management, Llc | 0.19% | 100,276 | $5,029,132 | $4,998,759 | -$30,373 | -0.60% | |
| Allianz Asset Management Gmbh | 0.00% | 79,679 | $3,481,972 | $3,971,998 | +$490,026 | +14.07% | |
| Royal Bank Of Canada | 0.00% | 56,076 | $2,813,000 | $2,795,389 | -$17,611 | -0.63% | |
| Summit Financial, Llc | 0.03% | 51,495 | $2,582,606 | $2,567,026 | -$15,580 | -0.60% | |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | 47,480 | $2,379,351 | $2,366,878 | -$12,473 | -0.52% | |
| Quotient Wealth Partners, Llc | 0.05% | 41,363 | $2,074,493 | $2,061,946 | -$12,547 | -0.60% | |
| Scotia Capital Inc. | 0.01% | 35,781 | $1,794,489 | $1,783,683 | -$10,806 | -0.60% | |
| Susquehanna International Group, Llp | 0.00% | 35,642 | $1,787,550 | $1,776,754 | -$10,796 | -0.60% | |
| Comprehensive Wealth Management, Llc | 0.75% | 32,708 | $1,640,401 | $1,630,494 | -$9,907 | -0.60% | |
| Wells Fargo & Company/Mn | 0.00% | 32,655 | $1,637,730 | $1,627,852 | -$9,878 | -0.60% | |
| Osaic Holdings, Inc. | 0.00% | 29,383 | $1,473,542 | $1,464,743 | -$8,799 | -0.60% | |
| Sierra Capital Llc | 0.13% | 27,301 | $1,369,224 | $1,360,955 | -$8,269 | -0.60% | |
| Newedge Advisors, Llc | 0.00% | 26,292 | $1,318,607 | $1,310,656 | -$7,951 | -0.60% | |
| Us Bancorp \De\ | 0.00% | 22,629 | $1,134,912 | $1,128,056 | -$6,856 | -0.60% | |
| Stanich Group Llc | 0.68% | 21,665 | $1,086,558 | $1,080,000 | -$6,558 | -0.60% | |
| Sanctuary Advisors, Llc | 0.00% | 20,791 | $1,042,729 | $1,036,431 | -$6,298 | -0.60% | |
| Citigroup Inc | 0.00% | 18,843 | $945,037 | $939,324 | -$5,713 | -0.60% | |
| Great Valley Advisor Group, Inc. | 0.01% | 16,570 | $831,034 | $826,015 | -$5,020 | -0.60% | |
| Ameriprise Financial Inc | 0.00% | 15,041 | $754,356 | $749,794 | -$4,562 | -0.60% | |
| Dimension Capital Management Llc | 0.09% | 14,953 | $749,936 | $745,407 | -$4,529 | -0.60% | |
| Raymond James Financial Inc | 0.00% | 14,491 | $726,766 | $722,376 | -$4,390 | -0.60% | |
| Three Bridge Wealth Advisors, Llc | 0.18% | 14,225 | $713,425 | $709,116 | -$4,309 | -0.60% | |
| United Capital Financial Advisors, Llc | 0.00% | 12,528 | $629,014 | $624,521 | -$4,493 | -0.71% | |
| Detalus Advisors, Llc | 0.09% | 9,470 | $474,948 | $472,080 | -$2,869 | -0.60% | |
| Diversified Trust Co | 0.01% | 9,160 | $459,400 | $456,626 | -$2,774 | -0.60% | |
| Kestra Advisory Services, Llc | 0.00% | 8,099 | $406,172 | $403,735 | -$2,437 | -0.60% | |
| Formidable Asset Management, Llc | 0.06% | 9,234 | $403,526 | $460,315 | +$56,789 | +14.07% | |
| Insight Wealth Strategies, Llc | 0.04% | 7,331 | $363,201 | $365,450 | +$2,249 | +0.62% | |
| Efg International Ag | 0.01% | 7,200 | $361,101 | $358,920 | -$2,181 | -0.60% | |
| Phoenix Financial Ltd. | 0.00% | 6,850 | $343,547 | $341,473 | -$2,075 | -0.60% | |
| Jones Financial Companies Lllp | 0.00% | 6,454 | $316,698 | $321,732 | +$5,034 | +1.59% | |
| Simplicity Wealth,Llc | 0.02% | 7,192 | $314,290 | $358,521 | +$44,231 | +14.07% | |
| Westfuller Advisors, Llc | 0.11% | 5,905 | $296,163 | $294,364 | -$1,799 | -0.61% | |
| Ascent Group, Llc | 0.01% | 5,724 | $287,086 | $285,341 | -$1,745 | -0.61% | |
| Onedigital Investment Advisors Llc | 0.00% | 5,718 | $286,774 | $285,042 | -$1,732 | -0.60% | |
| Vident Advisory, Llc | 0.00% | 5,374 | $269,522 | $267,894 | -$1,628 | -0.60% | |
| Mariner, Llc | 0.00% | 5,198 | $260,695 | $259,120 | -$1,575 | -0.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,085 | $255,028 | $253,487 | -$1,541 | -0.60% | |
| Bank Of New York Mellon Corp | 0.00% | 4,953 | $248,412 | $246,907 | -$1,505 | -0.61% |
Frequently asked questions about HEZU
Who owns the most HEZU stock?
The largest holders of HEZU 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 CURRENCY HEDGED MSCI (HEZU).
Is HEZU widely held by superinvestors?
Many widely followed stocks like HEZU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HEZU 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.