Who Owns iShares Currency Hedged MSCI Emerging Markets ETF (HEEM)?Hedge Fund & Institutional Holders

$36.81-0.01 (-0.03%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.2000122361200007e+116T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$24.94$28.70$32.46$36.22$39.97Sep 24Jun 25Mar 26

HEEM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+72K+$2.0M
Savant Capital, LLCNew Position+35K+$1.0M
PARK AVENUE SECURITIES LLCNew Position+13K+$455K
Golden State Wealth Management, LLCNew Position+4K+$151K
Harbor Asset Planning, Inc.New Position+2K+$70K
AE Wealth Management LLCNew Position+1K+$49K
Whipplewood Advisors, LLCNew Position+358+$12K
ASSETMARK, INCNew Position+303+$10K
OPTIMA CAPITAL LLCNew Position+107+$3K
ENVESTNET ASSET MANAGEMENT INCNew Position+29K+$0
Global Retirement Partners, LLCNew Position+201+$0
Kestra Advisory Services, LLCNew Position+603+$0
SYM FINANCIAL CorpNew Position+72+$0
JONES FINANCIAL COMPANIES LLLPNew Position+128+$0
Atria Investments, IncIncreased+1K+$-221.1M

HEEM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
TIAA TRUST, NATIONAL ASSOCIATIONDecreased-24K-$22.8B
Friedenthal FinancialDecreased-2K-$4.7B
Cetera Investment AdvisersDecreased-1K-$3.9B
Wharton Business Group, LLCDecreased-14K-$1.1B
OSAIC HOLDINGS, INC.Decreased-648-$1.0B
AMERIPRISE FINANCIAL INCDecreased-1K-$884.4M
OLD MISSION CAPITAL LLCDecreased-12K-$661.5M
CITADEL ADVISORS LLCDecreased-4K-$605.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-13K-$447.6M
Advisory Services Network, LLCDecreased-347-$414.5M
JANE STREET GROUP, LLCClosed Position-6K-$210.2M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-232-$134.8M
FMR LLCDecreased-50-$42.5M
PRINCIPAL SECURITIES, INC.Closed Position-1K-$37.2M
Strategic Wealth Partners, Ltd.Closed Position-614-$20.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TIAA TRUST, NATIONAL ASSOCIATION653,179$22.0M0.05%Share
2Pictet Asset Management Holding SA352,032$12.2M0.01%Share
3MORGAN STANLEY350,514$12.0M0.00%Share
4COLDSTREAM CAPITAL MANAGEMENT INC303,871$10.0M0.13%Share
5BANK OF AMERICA CORP /DE/312,617$10.0M0.00%Share
6WELLS FARGO & COMPANY/MN260,683$9.0M0.00%Share
7Vertex Planning Partners, LLC185,879$6.5M1.50%Share
8Friedenthal Financial136,762$4.8M2.44%Share
9Cetera Investment Advisers115,827$4.0M0.00%Share
10WELLS FARGO & COMPANY/MN107,212$3.0M0.00%Share
11Forefront Analytics, LLC60,169$2.1M1.85%Share
12COMMONWEALTH EQUITY SERVICES, LLC72,418$2.0M0.00%Share
13Savant Capital, LLC35,133$1.0M0.01%Share
14OSAIC HOLDINGS, INC.30,375$1.0M0.00%Share
15WELLS FARGO & COMPANY/MN35,660$1.0M0.00%Share
16BANK OF AMERICA CORP /DE/44,390$1.0M0.00%Share
17LPL Financial LLC55,273$1.0M0.00%Share
18UBS Group AG28,659$996K0.00%Share
19Wharton Business Group, LLC17,525$609K0.02%Share
20Wealth Preservation Advisors, LLC14,919$518K0.26%Share
21PARK AVENUE SECURITIES LLC13,097$455K0.00%Share
22Cranbrook Wealth Management, LLC8,173$284K0.06%Share
23OLD MISSION CAPITAL LLC7,203$250K0.01%Share
24Golden State Wealth Management, LLC4,370$151K0.02%Share
25Wealth Preservation Advisors, LLC2,524$87K0.04%Share
26Harbor Asset Planning, Inc.2,030$70K0.06%Share
27AE Wealth Management LLC1,206$41K0.00%Share
28Triumph Capital Management700$24K0.01%Share
29Whipplewood Advisors, LLC358$12K0.01%Share
30ASSETMARK, INC303$10K0.00%Share
31AE Wealth Management LLC241$8K0.00%Share
32OPTIMA CAPITAL LLC107$3K0.00%Share
33CITADEL ADVISORS LLC13,666$00.00%Share
34Advisory Services Network, LLC11,970$00.00%Share
35FMR LLC1,213$00.00%Share
36RAYMOND JAMES FINANCIAL INC10,587$00.00%Share
37BANK OF AMERICA CORP /DE/2,201$00.00%Share
38JONES FINANCIAL COMPANIES LLLP128$00.00%Share
39AMERIPRISE FINANCIAL INC24,978$00.00%Share
40SYM FINANCIAL Corp72$00.00%Share
41NATIONAL BANK OF CANADA /FI/212$00.00%Share
42Kestra Advisory Services, LLC603$00.00%Share
43BANK OF MONTREAL /CAN/3,000$00.00%Share
44O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,775$00.00%Share
45ENVESTNET ASSET MANAGEMENT INC28,571$00.00%Share
46Global Retirement Partners, LLC201$00.00%Share
47Atria Investments, Inc7,888$00.00%Share
48MORGAN STANLEY500$00.00%Share
49BLAIR WILLIAM & CO/IL6,880$00.00%Share
50HighTower Advisors, LLC8,914$00.00%Share

HEEM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$106.1M+9
Q3 202537$108.4B-4
Q2 202541$67.7B+0
Q1 202541$94.2B-3
Q4 202444$128.7B+9
Q3 202435$44.8T+0
Q2 202435$38.2T+2
Q1 202433$33.6T—

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As of Q4 2025, 50 institutional investors hold HEEM (iShares Currency Hedged MSCI Emerging Markets ETF). The largest holder is TIAA TRUST, NATIONAL ASSOCIATION with $22.0M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own HEEM?

As of Q4 2025, 50 institutional investors report holding HEEM (iShares Currency Hedged MSCI Emerging Markets ETF) in their 13F filings.

Who is the largest institutional holder of HEEM?

The largest institutional holder of HEEM is TIAA TRUST, NATIONAL ASSOCIATION with $22.0M in shares.

Is institutional ownership of HEEM increasing or decreasing?

This quarter, 14 institutions opened new positions in HEEM and 4 closed their positions.