Who Owns HEEM?
iShares Currency Hedged MSCI Emerging Markets ETF — Institutional Ownership & 13F Holdings
$41.01
+0.59 (+1.46%)
Market Cap
$242.5M
Shares Outstanding
5,370,256
Institutional Holders
41
Total Inst. Value
$88.8M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
9
Closed Positions
12
Increased
14
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | TIAA TRUST, NATIONAL ASSOCIATION | $25.6M | 912,356 |
| 2 | BANK OF AMERICA CORP /DE/ | $10.5M | 375,130 |
| 3 | WELLS FARGO & COMPANY/MN | $9.6M | 340,908 |
| 4 | MORGAN STANLEY | $8.9M | 316,169 |
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | $8.6M | 305,225 |
| 6 | Pictet Asset Management Holding SA | $8.1M | 289,900 |
| 7 | Vertex Planning Partners, LLC | $4.9M | 173,713 |
| 8 | Forefront Analytics, LLC | $1.8M | 64,209 |
| 9 | Savant Capital, LLC | $1.4M | 49,015 |
| 10 | Wharton Business Group, LLC | $1.1M | 40,595 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | +145K | $25.6M |
| BANK OF AMERICA CORP /DE/ | +2K | $10.5M |
| WELLS FARGO & COMPANY/MN | +103K | $9.6M |
| MORGAN STANLEY | +8K | $8.9M |
| Vertex Planning Partners, LLC | +9K | $4.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | -36K | $256K |
| Whipplewood Advisors, LLC | -14K | $423K |
| COLDSTREAM CAPITAL MANAGEMENT INC | -14K | $8.6M |
| UBS Group AG | -10K | $750K |
| BLAIR WILLIAM & CO/IL | -4K | $365K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold HEEM?
As of Q1 2025, 41 institutional investors report holding HEEM (iShares Currency Hedged MSCI Emerging Markets ETF) in their 13F filings.
Which hedge fund owns the most HEEM?
The largest institutional holder of HEEM is TIAA TRUST, NATIONAL ASSOCIATION with $25.6M in shares.
Are institutions buying or selling HEEM?
This quarter, 9 institutions opened new positions in HEEM and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.