iShares Currency Hedged MSCI EMU ETF (HEZU) Institutional Ownership

$37.61
+0.09 (+0.24%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$9.45M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.56M
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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
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%
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%
8/10/2023WFA 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%
8/8/2023Prospera 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%
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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%
1/31/2023WFA 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%
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%
7/28/2022WFA of San Diego LLC1,005$31K0.0%N/A0.009%
7/13/2022 Cambridge Investment Research Advisors Inc.9,074$284K0.0%-88.5%0.078%
7/8/2022New England Guild Wealth Advisors Inc.144,133$4.52M2.8%+1.7%1.232%
5/16/2022 Psagot Value Holdings Ltd. Israel55,488$1.90M0.4%+51.3%0.457%
5/12/2022 Banco Bilbao Vizcaya Argentaria S.A.96,564$3.31M0.0%-47.7%0.788%
5/12/2022 Oppenheimer & Co. Inc.17,305$592K0.0%-47.6%0.141%
5/12/2022 Cambridge Investment Research Advisors Inc.78,868$2.70M0.0%+927.5%0.644%
5/11/202255I LLC306,163$10.48M0.2%-0.4%2.499%
5/10/2022 Aaron Wealth Advisors LLC61,363$1.79M0.0%N/A0.503%
5/10/2022 Avidian Wealth Solutions LLC30,924$1.06M0.1%-88.0%0.253%
5/4/2022 Endowment Wealth Management Inc.42,751$1.46M1.5%-9.3%0.349%
5/4/2022 Advisor Group Holdings Inc.22,515$1.00M0.0%-1.7%0.185%
5/3/2022 Sierra Capital LLC125,239$4.29M0.7%-1.9%1.027%
5/3/2022 Clearwater Capital Advisors LLC17,164$588K0.1%-2.9%0.141%
4/26/2022 Kestra Advisory Services LLC37,802$1.29M0.0%-4.6%0.310%
4/18/2022New England Guild Wealth Advisors Inc.141,669$4.85M2.6%-38.0%1.142%
4/4/2022 M&R Capital Management Inc.4,700$160K0.0%-94.1%0.037%
2/16/2022 Flow Traders U.S. LLC109,536$4.12M0.2%+47.0%0.740%
2/14/2022 Rockefeller Capital Management L.P.1,275$48K0.0%N/A0.009%
2/11/2022 Endowment Wealth Management Inc.47,134$1.78M1.8%N/A0.323%
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2/10/2022 Roundview Capital LLC6,796$256K0.0%-14.4%0.047%
2/10/2022 Qube Research & Technologies Ltd1,426$54K0.0%+68.8%0.010%
2/10/2022Pictet Asset Management SA86,360$3.25M0.0%-16.6%0.594%
2/10/2022 Sierra Capital LLC127,639$4.81M0.7%+0.2%0.877%
2/10/2022 OLD Mission Capital LLC39,962$1.51M0.1%-31.4%0.275%
2/10/2022 HighTower Advisors LLC239,223$9.01M0.0%-8.9%1.644%
2/9/2022 Edgemoor Investment Advisors Inc.9,000$339K0.0%N/A0.062%
2/9/202255I LLC307,414$11.57M0.3%-2.1%2.120%
2/9/2022 Condor Capital Management9,135$344K0.0%+11.5%0.063%
2/9/2022First Republic Investment Management Inc.22,920$863K0.0%-4.6%0.158%
(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, 36 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 ($14.21M), Robertson Stephens Wealth Management LLC ($11.32M), HighTower Advisors LLC ($8.57M), Barings LLC ($8.08M), Northwestern Mutual Wealth Management Co. ($7.97M), and Schroder Investment Management Group ($4.50M).Learn more on HEZU's institutional investors.

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

Of the 25 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), Northwestern Mutual Wealth Management Co. ($259.98K), Permanens Capital L.P. ($224.38K), New York State Common Retirement Fund ($162.14K), Flow Traders U.S. LLC ($128.35K), OLD Mission Capital LLC ($125.71K), and New England Guild Wealth Advisors Inc. ($78.23K).

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

Institutional investors have bought a total of 1,623,822 shares in the last 24 months. This purchase volume represents approximately $48.92M in transactions.

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

Of the 24 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: Permanens Capital L.P. ($750.30K), OLD Mission Capital LLC ($276.88K), First Republic Investment Management Inc. ($108.61K), New England Guild Wealth Advisors Inc. ($99.08K), Cambridge Investment Research Advisors Inc. ($69.79K), Flow Traders U.S. LLC ($64.61K), and UBS Group AG ($64.04K).

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

Institutional investors have sold a total of 1,524,647 shares in the last 24 months. This volume of shares sold represents approximately $45.48M in transactions.


This page (NYSEARCA:HEZU) was last updated on 5/18/2024 by MarketBeat.com Staff

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