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iShares Currency Hedged MSCI EMU ETF (HEZU) Institutional Ownership

iShares Currency Hedged MSCI EMU ETF logo
$37.88 +0.26 (+0.69%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$50.54M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$13.85M
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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
1/17/2025 Evolution Wealth Advisors LLC96,615$3.46M0.6%-53.0%0.815%
1/17/2025 Braun Bostich & Associates Inc.5,914$212K0.2%-14.2%0.050%
1/7/2025 Diversified Trust Co14,860$533K0.0%+2.4%0.125%
12/26/2024JPMorgan Chase & Co.394,666$14.51M0.0%+248.0%3.331%
11/25/2024Sanctuary Advisors LLC17,262$613K0.0%N/A0.146%
11/15/2024High Falls Advisors Inc5,996$220K0.1%N/A0.051%
11/15/2024MML Investors Services LLC68,756$2.53M0.0%-4.5%0.580%
11/15/2024EP Wealth Advisors LLC269,611$9.91M0.1%N/A2.275%
11/15/2024Jane Street Group LLC17,852$656K0.0%-89.8%0.151%
11/15/2024Integrated Wealth Concepts LLC41,651$1.53M0.0%N/A0.351%
11/15/2024HighTower Advisors LLC284,092$10.44M0.0%+1.3%2.397%
11/14/2024Flow Traders U.S. LLC35,574$1.31M0.1%-30.9%0.300%
11/13/2024FMR LLC2,120$78K0.0%+21.4%0.018%
11/8/2024Prospera Financial Services Inc16,724$615K0.0%-67.6%0.141%
11/7/2024Westfuller Advisors LLC7,351$270K0.2%N/A0.062%
11/6/2024 Evolution Wealth Advisors LLC205,650$7.56M1.4%+2.8%1.735%
11/5/2024Aptus Capital Advisors LLC1,260$46K0.0%N/A0.011%
10/24/2024ShoreHaven Wealth Partners LLC17,679$650K0.3%N/A0.149%
10/22/2024Detalus Advisors LLC18,707$688K0.2%N/A0.158%
10/16/2024One Wealth Advisors LLC13,418$493K0.1%+3.1%0.113%
10/16/2024 Braun Bostich & Associates Inc.6,891$253K0.2%N/A0.058%
10/9/2024Quotient Wealth Partners LLC38,978$1.43M0.0%+47.8%0.329%
10/7/2024 Diversified Trust Co14,510$533K0.0%+2.5%0.122%
8/16/2024NewEdge Advisors LLC34,001$1.23M0.0%-4.2%0.287%
8/16/2024Northwestern Mutual Wealth Management Co.214,820$7.79M0.0%+2.8%1.813%
8/13/2024Connecticut Wealth Management LLC374,337$13.58M0.7%-3.2%3.159%
8/8/2024Envestnet Asset Management Inc.81,181$2.95M0.0%+8.6%0.685%
8/8/2024Barings LLC272,761$9.90M0.2%+24.1%2.302%
8/7/2024Prudential PLC181,029$6.57M0.0%N/A1.528%
7/31/2024Sage Mountain Advisors LLC18,212$661K0.1%+163.9%0.154%
7/24/2024Quotient 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%
5/8/2024Barings LLC219,705$8.08M0.2%-14.7%1.854%
5/8/2024US Bancorp DE23,295$857K0.0%-4.6%0.199%
5/1/2024Connecticut Wealth Management LLC386,552$14.21M0.8%+1.1%3.304%
4/23/2024Sage Mountain Advisors LLC6,900$254K0.0%-7.8%0.059%
2/9/2024US Bancorp DE24,426$813K0.0%-6.0%0.233%
2/8/2024Quotient Wealth Partners LLC27,610$919K0.0%N/A0.263%
2/6/2024Connecticut Wealth Management LLC382,529$12.74M0.7%+109.9%3.643%
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2/6/2024Robertson Stephens Wealth Management LLC340,067$11.32M0.7%-0.3%3.239%
2/1/2024Sage Mountain Advisors LLC7,483$249K0.0%+78.9%0.071%
12/6/2023Citigroup Inc.31,011$953K0.0%+5.9%0.295%
12/1/2023Dimension Capital Management LLC24,055$739K0.2%-16.3%0.229%
11/14/2023Roundview Capital LLC7,587$233K0.0%+11.6%0.072%
11/13/2023Robertson Stephens Wealth Management LLC341,178$10.49M0.7%+0.2%3.249%
11/13/2023Kestra Advisory Services LLC60,725$1.87M0.0%+3.9%0.578%
11/9/2023Citigroup Inc.31,011$953K0.0%+5.9%0.295%
11/9/2023UBS Group AG120,284$3.70M0.0%+2.4%1.146%
11/8/2023HighTower Advisors LLC278,782$8.57M0.0%+1.7%2.655%
10/24/2023Cambridge Investment Research Advisors Inc.19,800$609K0.0%+25.6%0.189%
10/19/2023Connecticut Wealth Management LLC182,270$5.60M0.4%+3.4%1.736%
8/11/2023Robertson Stephens Wealth Management LLC340,456$11.14M0.8%-0.5%3.167%
8/11/2023Kestra Advisory Services LLC58,437$1.91M0.0%-3.3%0.544%
8/10/2023WFA of San Diego LLC1,005$33K0.0%N/A0.009%
8/10/2023Providence Capital Advisors LLC984$32K0.0%N/A0.009%
8/9/2023Flow Traders U.S. LLC67,052$2.19M0.1%-49.1%0.624%
8/8/2023Prospera Financial Services Inc46,093$1.51M0.1%-1.4%0.429%
8/2/2023Bank of Montreal Can7,372$241K0.0%N/A0.069%
7/28/2023First Republic Investment Management Inc.6,921$226K0.0%-73.0%0.064%
7/24/2023Sage Mountain Advisors LLC4,142$135K0.0%+15.1%0.039%
7/13/2023Cambridge Investment Research Advisors Inc.15,766$516K0.0%N/A0.147%
5/15/2023Permanens Capital L.P.475,283$15.00M3.3%+89.4%4.777%
5/15/2023Flow Traders U.S. LLC131,661$4.15M0.2%+436.5%1.323%
5/12/2023NewEdge Advisors LLC53,180$1.68M0.0%-6.2%0.534%
5/12/2023HighTower Advisors LLC274,084$8.65M0.0%-1.9%2.755%
5/11/2023Financial Advocates Investment Management5,209$516K0.0%N/A0.052%
5/11/2023Robertson Stephens Wealth Management LLC342,107$10.79M0.8%+0.7%3.438%
5/9/2023Roundview Capital LLC6,796$214K0.0%N/A0.068%
5/4/2023Financial Network Wealth Management LLC7,196$227K0.1%N/A0.072%
4/18/2023Connecticut Wealth Management LLC132,540$4.18M0.3%N/A1.332%
3/6/2023OLD Mission Capital LLC144,195$4.01M0.1%+271.9%1.526%
2/21/2023Northwestern Mutual Wealth Management Co.286,776$7.97M0.0%+970.2%3.035%
2/10/2023Schroder Investment Management Group162,141$4.50M0.0%+56.4%1.716%
2/9/2023Citigroup Inc.22,212$617K0.0%+4.6%0.235%
2/9/2023HighTower Advisors LLC279,475$7.76M0.0%+15.1%2.957%
2/8/2023UBS Group AG102,173$2.84M0.0%-13.0%1.081%
2/7/2023LPL Financial LLC52,866$1.47M0.0%-2.4%0.559%
2/7/2023IFP Advisors Inc2,469$76K0.0%-54.0%0.026%
2/1/2023Bank of Montreal Can7,372$210K0.0%-29.0%0.078%
1/31/2023Kestra Advisory Services LLC58,368$1.62M0.0%+15.4%0.618%
1/31/2023WFA of San Diego LLC1,005$28K0.0%N/A0.011%
1/30/2023New York State Common Retirement Fund162,141$4.50M0.0%N/A1.716%
1/30/2023Psagot 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%
11/15/2022EPG Wealth Management LLC938$27K0.0%N/A0.010%
11/15/2022Permanens Capital L.P.300,007$8.66M2.0%-71.4%3.141%
11/15/2022Flow Traders U.S. LLC68,281$1.97M0.1%+32.1%0.715%
11/14/2022Lazard Asset Management LLC71,533$2.06M0.0%-0.5%0.749%
11/14/2022OLD Mission Capital LLC38,774$1.12M0.0%+109.8%0.406%
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11/10/2022UBS 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%
11/1/2022Kestra Advisory Services LLC50,590$1.46M0.0%+33.6%0.527%
10/31/2022Addison Advisors LLC900$26K0.0%-26.2%0.009%
10/6/2022New England Guild Wealth Advisors Inc.219,896$6.35M3.8%+52.6%2.027%
8/13/2022NewEdge Advisors LLC47,738$1.50M0.0%+32.6%0.406%
8/13/2022Condor Capital Management8,382$263K0.0%-9.1%0.071%
8/13/2022Flow Traders U.S. LLC51,673$1.62M0.1%+9.8%0.440%
8/12/2022Robertson Stephens Wealth Management LLC343,836$10.78M1.0%+0.6%2.926%
8/11/2022UBS Group AG162,437$5.09M0.0%-2.3%1.382%
(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), JPMorgan Chase & Co. ($14.51M), Connecticut Wealth Management LLC ($13.58M), Robertson Stephens Wealth Management LLC ($11.32M), HighTower Advisors LLC ($10.44M), EP Wealth Advisors LLC ($9.91M), and Barings LLC ($9.90M).Learn more on HEZU's institutional investors.

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

Of the 39 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), JPMorgan Chase & Co. ($281.27K), 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), and Prudential PLC ($181.03K).

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

Institutional investors have bought a total of 2,571,417 shares in the last 24 months. This purchase volume represents approximately $85.03M in transactions.

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

Of the 22 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), Evolution Wealth Advisors LLC ($109.04K), 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 505,496 shares in the last 24 months. This volume of shares sold represents approximately $17.81M in transactions.



This page (NYSEARCA:HEZU) was last updated on 1/21/2025 by MarketBeat.com Staff
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