Free Trial

iShares Currency Hedged MSCI EMU ETF (HEZU) Institutional Ownership

iShares Currency Hedged MSCI EMU ETF logo
$35.57 -0.08 (-0.22%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Currency Hedged MSCI EMU ETF (NYSEARCA:HEZU)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$40.19M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.91M
Get HEZU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Currency Hedged MSCI EMU ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HEZU Institutional Buying and Selling by Quarter

iShares Currency Hedged MSCI EMU ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC17,262$613K0.0%N/A0.146%
11/15/2024 High Falls Advisors Inc5,996$220K0.1%N/A0.051%
11/15/2024 MML Investors Services LLC68,756$2.53M0.0%-4.5%0.580%
11/15/2024 EP Wealth Advisors LLC269,611$9.91M0.1%N/A2.275%
11/15/2024 Jane Street Group LLC17,852$656K0.0%-89.8%0.151%
11/15/2024 Integrated Wealth Concepts LLC41,651$1.53M0.0%N/A0.351%
11/15/2024 HighTower Advisors LLC284,092$10.44M0.0%+1.3%2.397%
11/14/2024 Flow Traders U.S. LLC35,574$1.31M0.1%-30.9%0.300%
11/13/2024 FMR LLC2,120$78K0.0%+21.4%0.018%
11/8/2024 Prospera Financial Services Inc16,724$615K0.0%-67.6%0.141%
11/7/2024 Westfuller Advisors LLC7,351$270K0.2%N/A0.062%
11/6/2024 Evolution Wealth Advisors LLC205,650$7.56M1.4%+2.8%1.735%
11/5/2024 Aptus Capital Advisors LLC1,260$46K0.0%N/A0.011%
10/24/2024 ShoreHaven Wealth Partners LLC17,679$650K0.3%N/A0.149%
10/22/2024 Detalus Advisors LLC18,707$688K0.2%N/A0.158%
10/16/2024 One Wealth Advisors LLC13,418$493K0.1%+3.1%0.113%
10/16/2024 Braun Bostich & Associates Inc.6,891$253K0.2%N/A0.058%
10/9/2024 Quotient Wealth Partners LLC38,978$1.43M0.0%+47.8%0.329%
10/7/2024 Diversified Trust Co14,510$533K0.0%+2.5%0.122%
8/16/2024 NewEdge Advisors LLC34,001$1.23M0.0%-4.2%0.287%
8/16/2024 Northwestern Mutual Wealth Management Co.214,820$7.79M0.0%+2.8%1.813%
8/13/2024 Connecticut Wealth Management LLC374,337$13.58M0.7%-3.2%3.159%
8/8/2024 Envestnet Asset Management Inc.81,181$2.95M0.0%+8.6%0.685%
8/8/2024 Barings LLC272,761$9.90M0.2%+24.1%2.302%
8/7/2024 Prudential PLC181,029$6.57M0.0%N/A1.528%
7/31/2024 Sage Mountain Advisors LLC18,212$661K0.1%+163.9%0.154%
7/24/2024 Quotient Wealth Partners LLC26,364$956K0.0%-9.4%0.222%
7/18/2024Blue Trust Inc.18,964$697K0.0%N/A0.160%
7/18/2024 Evolution Wealth Advisors LLC200,060$7.26M1.4%N/A1.688%
5/8/2024 Barings LLC219,705$8.08M0.2%-14.7%1.854%
5/8/2024 US Bancorp DE23,295$857K0.0%-4.6%0.199%
5/1/2024 Connecticut Wealth Management LLC386,552$14.21M0.8%+1.1%3.304%
4/23/2024 Sage Mountain Advisors LLC6,900$254K0.0%-7.8%0.059%
2/9/2024 US Bancorp DE24,426$813K0.0%-6.0%0.233%
2/8/2024 Quotient Wealth Partners LLC27,610$919K0.0%N/A0.263%
2/6/2024 Connecticut Wealth Management LLC382,529$12.74M0.7%+109.9%3.643%
2/6/2024 Robertson Stephens Wealth Management LLC340,067$11.32M0.7%-0.3%3.239%
2/1/2024 Sage Mountain Advisors LLC7,483$249K0.0%+78.9%0.071%
12/6/2023 Citigroup Inc.31,011$953K0.0%+5.9%0.295%
12/1/2023 Dimension Capital Management LLC24,055$739K0.2%-16.3%0.229%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

11/14/2023 Roundview Capital LLC7,587$233K0.0%+11.6%0.072%
11/13/2023 Robertson Stephens Wealth Management LLC341,178$10.49M0.7%+0.2%3.249%
11/13/2023 Kestra Advisory Services LLC60,725$1.87M0.0%+3.9%0.578%
11/9/2023 Citigroup Inc.31,011$953K0.0%+5.9%0.295%
11/9/2023 UBS Group AG120,284$3.70M0.0%+2.4%1.146%
11/8/2023 HighTower Advisors LLC278,782$8.57M0.0%+1.7%2.655%
10/24/2023 Cambridge Investment Research Advisors Inc.19,800$609K0.0%+25.6%0.189%
10/19/2023 Connecticut Wealth Management LLC182,270$5.60M0.4%+3.4%1.736%
8/11/2023 Robertson Stephens Wealth Management LLC340,456$11.14M0.8%-0.5%3.167%
8/11/2023 Kestra Advisory Services LLC58,437$1.91M0.0%-3.3%0.544%
8/10/2023 WFA of San Diego LLC1,005$33K0.0%N/A0.009%
8/10/2023 Providence Capital Advisors LLC984$32K0.0%N/A0.009%
8/9/2023 Flow Traders U.S. LLC67,052$2.19M0.1%-49.1%0.624%
8/8/2023 Prospera Financial Services Inc46,093$1.51M0.1%-1.4%0.429%
8/2/2023 Bank of Montreal Can7,372$241K0.0%N/A0.069%
7/28/2023First Republic Investment Management Inc.6,921$226K0.0%-73.0%0.064%
7/24/2023 Sage Mountain Advisors LLC4,142$135K0.0%+15.1%0.039%
7/13/2023 Cambridge Investment Research Advisors Inc.15,766$516K0.0%N/A0.147%
5/15/2023 Permanens Capital L.P.475,283$15.00M3.3%+89.4%4.777%
5/15/2023 Flow Traders U.S. LLC131,661$4.15M0.2%+436.5%1.323%
5/12/2023 NewEdge Advisors LLC53,180$1.68M0.0%-6.2%0.534%
5/12/2023 HighTower Advisors LLC274,084$8.65M0.0%-1.9%2.755%
5/11/2023 Financial Advocates Investment Management5,209$516K0.0%N/A0.052%
5/11/2023 Robertson Stephens Wealth Management LLC342,107$10.79M0.8%+0.7%3.438%
5/9/2023 Roundview Capital LLC6,796$214K0.0%N/A0.068%
5/4/2023 Financial Network Wealth Management LLC7,196$227K0.1%N/A0.072%
4/18/2023 Connecticut Wealth Management LLC132,540$4.18M0.3%N/A1.332%
3/6/2023 OLD Mission Capital LLC144,195$4.01M0.1%+271.9%1.526%
2/21/2023 Northwestern Mutual Wealth Management Co.286,776$7.97M0.0%+970.2%3.035%
2/10/2023 Schroder Investment Management Group162,141$4.50M0.0%+56.4%1.716%
2/9/2023 Citigroup Inc.22,212$617K0.0%+4.6%0.235%
2/9/2023 HighTower Advisors LLC279,475$7.76M0.0%+15.1%2.957%
2/8/2023 UBS Group AG102,173$2.84M0.0%-13.0%1.081%
2/7/2023 LPL Financial LLC52,866$1.47M0.0%-2.4%0.559%
2/7/2023IFP Advisors Inc2,469$76K0.0%-54.0%0.026%
2/1/2023 Bank of Montreal Can7,372$210K0.0%-29.0%0.078%
1/31/2023 Kestra Advisory Services LLC58,368$1.62M0.0%+15.4%0.618%
1/31/2023 WFA of San Diego LLC1,005$28K0.0%N/A0.011%
1/30/2023 New York State Common Retirement Fund162,141$4.50M0.0%N/A1.716%
1/30/2023 Psagot Value Holdings Ltd. Israel53,491$1.49M0.4%-3.2%0.566%
1/11/2023New England Guild Wealth Advisors Inc.120,820$3.36M1.8%-45.1%1.313%
11/15/2022 EPG Wealth Management LLC938$27K0.0%N/A0.010%
11/15/2022 Permanens Capital L.P.300,007$8.66M2.0%-71.4%3.141%
11/15/2022 Flow Traders U.S. LLC68,281$1.97M0.1%+32.1%0.715%
11/14/2022 Lazard Asset Management LLC71,533$2.06M0.0%-0.5%0.749%
11/14/2022 OLD Mission Capital LLC38,774$1.12M0.0%+109.8%0.406%
11/10/2022 UBS Group AG117,463$3.39M0.0%-27.7%1.230%
11/4/2022First Republic Investment Management Inc.23,652$682K0.0%-79.2%0.248%
11/1/2022 Kestra Advisory Services LLC50,590$1.46M0.0%+33.6%0.527%
10/31/2022 Addison Advisors LLC900$26K0.0%-26.2%0.009%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

10/6/2022New England Guild Wealth Advisors Inc.219,896$6.35M3.8%+52.6%2.027%
8/13/2022 NewEdge Advisors LLC47,738$1.50M0.0%+32.6%0.406%
8/13/2022 Condor Capital Management8,382$263K0.0%-9.1%0.071%
8/13/2022 Flow Traders U.S. LLC51,673$1.62M0.1%+9.8%0.440%
8/12/2022 Robertson Stephens Wealth Management LLC343,836$10.78M1.0%+0.6%2.926%
8/11/2022 UBS Group AG162,437$5.09M0.0%-2.3%1.382%
8/9/2022 Lazard Asset Management LLC71,912$2.25M0.0%N/A0.612%
8/5/2022 OLD Mission Capital LLC18,484$579K0.0%-93.7%0.157%
7/29/2022 Avidian Wealth Solutions LLC10,352$324K0.0%-66.5%0.089%
7/28/2022 WFA of San Diego LLC1,005$31K0.0%N/A0.009%
(Data available from 1/1/2016 forward)

HEZU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEZU shares?

During the previous two years, 49 institutional investors and hedge funds held shares of iShares Currency Hedged MSCI EMU ETF. The most heavily invested institutionals were Permanens Capital L.P. ($15.00M), Connecticut Wealth Management LLC ($13.58M), Robertson Stephens Wealth Management LLC ($11.32M), HighTower Advisors LLC ($10.44M), EP Wealth Advisors LLC ($9.91M), Barings LLC ($9.90M), and Northwestern Mutual Wealth Management Co. ($7.79M).Learn more on HEZU's institutional investors.

Which institutional investors have been buying iShares Currency Hedged MSCI EMU ETF stock?

Of the 38 institutional investors that purchased iShares Currency Hedged MSCI EMU ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Connecticut Wealth Management LLC ($342.78K), EP Wealth Advisors LLC ($269.61K), Northwestern Mutual Wealth Management Co. ($265.76K), Permanens Capital L.P. ($224.38K), Evolution Wealth Advisors LLC ($205.65K), Prudential PLC ($181.03K), and New York State Common Retirement Fund ($162.14K).

How much institutional buying is happening at iShares Currency Hedged MSCI EMU ETF?

Institutional investors have bought a total of 2,289,795 shares in the last 24 months. This purchase volume represents approximately $74.68M in transactions.

Which iShares Currency Hedged MSCI EMU ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold iShares Currency Hedged MSCI EMU ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($157.28K), New England Guild Wealth Advisors Inc. ($99.08K), Flow Traders U.S. LLC ($80.50K), Barings LLC ($37.98K), Prospera Financial Services Inc ($35.49K), First Republic Investment Management Inc. ($18.70K), and UBS Group AG ($15.29K).

How much institutional selling is happening at iShares Currency Hedged MSCI EMU ETF?

Institutional investors have sold a total of 494,560 shares in the last 24 months. This volume of shares sold represents approximately $16.62M in transactions.



This page (NYSEARCA:HEZU) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners