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iShares Currency Hedged MSCI Eurozone ETF (HEZU) Institutional Ownership

iShares Currency Hedged MSCI Eurozone ETF logo
$49.35 -0.28 (-0.56%)
As of 02:47 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$5.77M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$16.29M
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HEZU Institutional Buying and Selling by Quarter

iShares Currency Hedged MSCI Eurozone ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026 Banco Bilbao Vizcaya Argentaria S.A.5,527$243K0.0%-16.5%0.039%
2/12/2026 IFC & Insurance Marketing Inc.793$35K0.0%N/A0.006%
2/11/2026 JPMorgan Chase & Co.243,113$10.64M0.0%-15.0%1.700%
1/23/2026 Farther Finance Advisors LLC1,416$62K0.0%+198.1%0.010%
1/21/2026 Flagship Harbor Advisors LLC2,325$102K0.0%N/A0.016%
1/16/2026 Piscataqua Savings Bank3,765$165K0.1%N/A0.027%
1/1/2026 JPMorgan Chase & Co.285,926$12.06M0.0%-34.7%1.787%
11/17/2025 United Capital Financial Advisors LLC13,275$560K0.0%-21.3%0.083%
11/17/2025 Integrated Wealth Concepts LLC14,865$627K0.0%-68.5%0.093%
11/17/2025 Flow Traders U.S. LLC200,356$8.45M0.3%+131.3%1.252%
11/17/2025 Banco Bilbao Vizcaya Argentaria S.A.6,619$279K0.0%N/A0.041%
11/14/2025 Kelleher Financial Advisors618$26K0.0%N/A0.004%
11/14/2025 Olde Wealth Management LLC7,196$311K0.1%N/A0.045%
11/7/2025 JPMorgan Chase & Co.285,926$12.06M0.0%-34.7%1.787%
11/4/2025 Jones Financial Companies Lllp4,750$199K0.0%+14.9%0.030%
10/23/2025 Strategic Blueprint LLC5,364$226K0.0%-18.9%0.034%
8/15/2025 WFA of San Diego LLC1,005$41K0.0%N/A0.006%
8/15/2025 Ameriprise Financial Inc.12,671$520K0.0%+3.4%0.075%
8/13/2025 Flow Traders U.S. LLC86,604$3.55M0.1%N/A0.512%
8/12/2025 JPMorgan Chase & Co.437,715$17.96M0.0%+21.7%2.590%
8/11/2025 Sierra Capital LLC27,301$1.06M0.1%N/A0.160%
7/30/2025 Strategic Blueprint LLC6,614$271K0.0%+21.2%0.039%
5/19/2025Jane Street Group LLC29,161$1.14M0.0%-8.4%0.167%
5/16/2025Ascent Group LLC8,321$324K0.0%N/A0.048%
5/16/2025Goldman Sachs Group Inc.155,423$6.06M0.0%+26.4%0.891%
5/16/2025Jones Financial Companies Lllp22,888$892K0.0%+1,177.9%0.131%
5/16/2025NewEdge Advisors LLC30,006$1.17M0.0%-7.4%0.172%
5/16/2025Integrated Wealth Concepts LLC40,643$1.58M0.0%-1.4%0.233%
5/15/2025EP Wealth Advisors LLC253,823$9.89M0.1%-4.8%1.455%
5/15/2025Royal Bank of Canada51,645$2.01M0.0%+4.7%0.296%
5/15/2025Connecticut Wealth Management LLC174,948$6.82M0.4%-21.2%1.003%
5/14/2025Northwestern Mutual Wealth Management Co.150,559$5.87M0.0%-26.3%0.863%
5/14/2025Kestra Advisory Services LLC24,054$937K0.0%-11.2%0.138%
5/14/2025Summit Financial LLC46,709$1.82M0.1%N/A0.268%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.158,293$6.17M0.1%-0.5%0.907%
5/13/2025HighTower Advisors LLC292,399$11.40M0.0%+2.3%1.676%
5/12/2025AlphaCore Capital LLC3,254$127K0.0%N/A0.019%
5/9/2025Deutsche Bank AG9,792$382K0.0%+13.9%0.056%
5/9/2025Charles Schwab Investment Management Inc.7,259,426$282.90M0.1%N/A41.601%
5/9/2025Evolution Wealth Advisors LLC90,305$3.52M0.6%-6.5%0.518%
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5/9/2025Kickstand Ventures LLC.5,566$217K0.1%N/A0.032%
5/9/2025Banco Santander S.A.7,682$299K0.0%N/A0.044%
5/7/2025LPL Financial LLC220,032$8.58M0.0%-34.6%1.261%
5/6/2025ShoreHaven Wealth Partners LLC15,666$611K0.3%-9.0%0.090%
5/5/2025Allianz Asset Management GmbH523,079$20.38M0.0%N/A2.998%
5/5/2025Formidable Asset Management LLC7,856$306K0.1%N/A0.045%
5/1/2025Fifth Third Securities Inc.15,338$598K0.1%N/A0.088%
4/30/2025Cerity Partners LLC7,059$275K0.0%N/A0.040%
4/30/2025Quotient Wealth Partners LLC40,839$1.59M0.1%+7.4%0.234%
4/29/2025Envestnet Asset Management Inc.71,586$2.79M0.0%-13.2%0.410%
4/29/2025Bank of New York Mellon Corp5,275$206K0.0%N/A0.030%
4/29/2025Strategic Blueprint LLC5,455$213K0.0%N/A0.031%
4/28/2025Detalus Advisors LLC18,808$733K0.2%+3.5%0.107%
4/23/2025TSA Wealth Managment LLC11,713$456K0.2%N/A0.066%
4/17/2025Robertson Stephens Wealth Management LLC178,149$6.94M0.2%-3.6%1.009%
4/17/2025Stanich Group LLC22,162$864K0.6%+2.3%0.126%
4/14/2025ONE Advisory Partners LLC5,684$222K0.1%-11.6%0.032%
4/10/2025Cypress Wealth Services LLC8,169$318K0.1%N/A0.046%
4/3/2025Insight Wealth Strategies LLC343,616$13.39M1.8%N/A1.883%
2/19/2025WCG Wealth Advisors LLC13,185$473K0.0%-12.3%0.111%
2/18/2025GTS Securities LLC20,433$732K0.0%N/A0.172%
2/18/2025Connecticut Wealth Management LLC221,922$7.95M0.4%-31.9%1.873%
2/17/2025Vident Advisory LLC15,324$549K0.0%-11.1%0.129%
2/17/2025Deutsche Bank AG8,600$308K0.0%+364.9%0.073%
2/17/2025Dimension Capital Management LLC17,853$640K0.1%-19.8%0.151%
2/17/2025EP Wealth Advisors LLC266,656$9.56M0.1%-1.1%2.250%
2/17/2025Bank of America Corp DE220,797$7.91M0.0%-2.3%1.863%
2/14/2025Jane Street Group LLC31,835$1.14M0.0%+78.3%0.269%
2/14/2025Integrated Wealth Concepts LLC41,204$1.48M0.0%-1.1%0.348%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.159,062$5.67M0.1%+161.5%1.342%
2/14/2025MML Investors Services LLC72,452$2.60M0.0%+5.4%0.611%
2/13/2025NewEdge Advisors LLC32,403$1.16M0.0%+3.1%0.273%
2/13/2025Phoenix Financial Ltd.7,650$274K0.0%-28.2%0.065%
2/13/2025Envestnet Asset Management Inc.82,476$2.96M0.0%+3.5%0.696%
2/13/2025Wells Fargo & Company MN171,812$6.16M0.0%+49.9%1.450%
2/12/2025JPMorgan Chase & Co.381,653$13.68M0.0%-3.3%3.221%
2/11/2025LPL Financial LLC336,267$12.05M0.0%+18.3%2.838%
2/10/2025Harbour Investments Inc.784$28K0.0%N/A0.007%
2/10/2025Madison Investment Advisors LLC141,577$5.07M0.1%N/A1.195%
2/7/2025HighTower Advisors LLC285,843$10.25M0.0%+0.6%2.412%
2/7/2025Sage Mountain Advisors LLC11,639$417K0.0%-24.5%0.098%
2/6/2025Detalus Advisors LLC18,176$651K0.2%-2.8%0.153%
2/6/2025Jones Financial Companies Lllp1,791$64K0.0%N/A0.015%
1/31/20253EDGE Asset Management LP51,255$1.84M0.1%N/A0.433%
1/31/2025Sanctuary Advisors LLC21,651$836K0.0%+25.4%0.183%
1/30/2025Stanich Group LLC21,667$777K0.6%N/A0.183%
1/30/2025Blue Trust Inc.17,242$634K0.0%-9.1%0.146%
1/30/2025ShoreHaven Wealth Partners LLC17,212$617K0.3%-2.6%0.145%
1/28/2025Quotient Wealth Partners LLC38,014$1.36M0.0%-2.5%0.321%
1/27/2025Robertson Stephens Wealth Management LLC184,887$6.63M0.2%+0.7%1.560%
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1/24/2025One Wealth Advisors LLC12,924$463K0.1%-3.7%0.109%
1/22/2025Blue Trust Inc.17,242$634K0.0%-9.1%0.146%
1/17/2025Evolution Wealth Advisors LLC96,615$3.46M0.6%-53.0%0.815%
1/17/2025Braun Bostich & Associates Inc.5,914$212K0.2%-14.2%0.050%
1/7/2025Diversified 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%


HEZU Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of iShares Currency Hedged MSCI Eurozone ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($282.90M), Allianz Asset Management GmbH ($20.38M), Insight Wealth Strategies LLC ($13.39M), HighTower Advisors LLC ($11.40M), JPMorgan Chase & Co. ($10.64M), EP Wealth Advisors LLC ($9.89M), and LPL Financial LLC ($8.58M).Learn more on iShares Currency Hedged MSCI Eurozone ETF's institutional investors.

Of the 58 institutional investors that purchased iShares Currency Hedged MSCI Eurozone ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($7.26M), Allianz Asset Management GmbH ($523.08K), JPMorgan Chase & Co. ($359.43K), Insight Wealth Strategies LLC ($343.62K), EP Wealth Advisors LLC ($269.61K), Flow Traders U.S. LLC ($200.36K), and Madison Investment Advisors LLC ($141.58K).

Institutional investors have bought a total of 136,624 shares in the last 24 months. This purchase volume represents approximately $5.77M in transactions.

The following institutional investors have sold iShares Currency Hedged MSCI Eurozone ETF stock in the last 24 months: JPMorgan Chase & Co. ($346.39K), Integrated Wealth Concepts LLC ($32.30K), United Capital Financial Advisors LLC ($3.60K), Strategic Blueprint LLC ($1.25K), and Banco Bilbao Vizcaya Argentaria S.A. ($1.09K).

Institutional investors have sold a total of 384,628 shares in the last 24 months. This volume of shares sold represents approximately $16.29M in transactions.



Institutional ownership data for NYSEARCA:HEZU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 2/18/2026. New 13F filings are added each quarter as they're published.
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