ISHARES CURRENCY HEDGED MSCI HEZU
$49.14
+0.9% 52w: $38.32 – $49.34
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data38.3243.8349.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
94
+1 QoQ
13F value
$326.1M
-9.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
3.4×
$1.1M calls / $319K puts
Institutional value by quarter
Number of holders
Who owns HEZU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.6M | $156.7M | 0.0% | -25.5% |
| BlackRock, Inc. | Index provider | 522.4K | $22.8M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 310.9K | $13.6M | 0.0% | +0.7% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 257.6K | $11.3M | 0.3% | -0.6% |
| LPL Financial LLC | Bank broker | 240.9K | $10.5M | 0.0% | +9.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 238.5K | $10.4M | 0.0% | -14.5% |
| EP Wealth Advisors, LLC | Wealth advisor | 237.3K | $10.4M | 0.1% | -3.5% |
| Insight Wealth Strategies, LLC | Wealth advisor | 234.5K | $10.2M | 1.1% | +28.7% |
| JPMORGAN CHASE & CO | Bank broker | 219.7K | $9.4M | 0.0% | -9.6% |
| UBS Group AG | Bank broker | 203.2K | $8.9M | 0.0% | -9.1% |
| MORGAN STANLEY | Bank broker | 169.0K | $7.4M | 0.0% | +8.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 142.7K | $6.2M | 0.0% | -2.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 137.0K | $6.0M | 0.0% | -1.9% |
| Connecticut Wealth Management, LLC | Wealth advisor | 100.3K | $4.4M | 0.2% | -9.7% |
| Allianz Asset Management GmbH | Diversified mechanical | 79.7K | $3.5M | 0.0% | -3.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 57.0K | $2.5M | 0.0% | +24.9% |
| ROYAL BANK OF CANADA | Bank broker | 56.2K | $2.5M | 0.0% | -1.9% |
| Summit Financial, LLC | Wealth advisor | 53.0K | $2.3M | 0.0% | +2.3% |
| Quotient Wealth Partners, LLC | Wealth advisor | 42.8K | $1.9M | 0.0% | +9.4% |
| JANE STREET GROUP, LLC | Market maker | 41.0K | $1.8M | 0.0% | +19.8% |
| Comprehensive Wealth Management, LLC | Wealth advisor | 40.4K | $1.8M | 0.9% | +4.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 35.9K | $1.6M | 0.0% | -13.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 29.7K | $1.3M | 0.0% | -6.3% |
| Sierra Capital LLC | Wealth advisor | 27.3K | $1.2M | 0.1% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 27.0K | $1.2M | 0.0% | -4.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 22.5K | $982K | 0.0% | -7.0% |
| US BANCORP \DE\ | Wealth advisor | 21.5K | $940K | 0.0% | +2.1% |
| CITIGROUP INC | Bank broker | 20.7K | $906K | 0.0% | -2.7% |
| Stanich Group LLC | Wealth advisor | 17.7K | $776K | 0.6% | -2.4% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 16.6K | $724K | 0.0% | +208.0% |
| DIMENSION CAPITAL MANAGEMENT LLC | Wealth advisor | 15.0K | $653K | 0.1% | Held |
| Three Bridge Wealth Advisors, LLC | Wealth advisor | 14.2K | $622K | 0.2% | +50.5% |
| Diversified Trust Co | Other | 14.2K | $619K | 0.0% | -4.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 13.5K | $592K | 0.0% | +1.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 13.4K | $588K | 0.0% | +99.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 13.4K | $586K | 0.0% | -16.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 13.1K | $570K | 0.0% | +5.1% |
| Vident Advisory, LLC | Diversified mechanical | 11.3K | $492K | 0.0% | -0.7% |
| Detalus Advisors, LLC | Wealth advisor | 9.7K | $425K | 0.1% | Held |
| Formidable Asset Management, LLC | Other | 9.2K | $401K | 0.1% | +0.1% |
| FLOW TRADERS U.S. LLC | Market maker | 7.5K | $327K | 0.0% | -81.1% |
| EFG International AG | Other | 7.2K | $315K | 0.0% | Held |
| Simplicity Wealth,LLC | Wealth advisor | 7.2K | $314K | 0.0% | +15.1% |
| Olde Wealth Management, LLC | Wealth advisor | 7.2K | $314K | 0.1% | Held |
| Valor Advisors LLC | Wealth advisor | 6.9K | $300K | 0.3% | Held |
| Phoenix Financial Ltd. | Other | 6.8K | $299K | 0.0% | -10.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 6.8K | $286K | 0.0% | +50.0% |
| OneDigital Investment Advisors LLC | Wealth advisor | 6.4K | $278K | 0.0% | -16.7% |
| MARSHALL WACE, LLP | Quant stat arb | 6.1K | $264K | 0.0% | New |
| Westfuller Advisors, LLC | Wealth advisor | 5.9K | $258K | 0.1% | -22.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.