Who Owns iShares Currency Hedged MSCI Eurozone ETF (HEZU)?Hedge Fund & Institutional Holders

$43.86-0.20 (-0.45%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.100001300011333e+176T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$34.68$37.83$40.98$44.14$47.29Sep 24Jun 25Mar 26

HEZU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
EP Wealth Advisors, LLCNew Position+246K+$10.0M
Sanctuary Advisors, LLCNew Position+174K+$7.0M
Allianz Asset Management GmbHNew Position+83K+$3.0M
Comprehensive Wealth Management, LLCNew Position+39K+$1.7M
Diversified Trust CoNew Position+15K+$650K
Detalus Advisors, LLCNew Position+10K+$425K
Three Bridge Wealth Advisors, LLCNew Position+9K+$413K
Formidable Asset Management, LLCNew Position+9K+$385K
Westfuller Advisors, LLCNew Position+8K+$333K
Simplicity Wealth,LLCNew Position+6K+$273K
Ascent Group, LLCNew Position+6K+$248K
Sage Mountain Advisors LLCNew Position+5K+$235K
Magnus Financial Group LLCNew Position+5K+$207K
Capital Investment Advisory Services, LLCNew Position+4K+$174K
Piscataqua Savings BankNew Position+4K+$164K

HEZU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-1.2M-$253.9B
BANK OF AMERICA CORP /DE/Decreased-12K-$12.3B
JPMORGAN CHASE & CODecreased-43K-$12.0B
LPL Financial LLCDecreased-9K-$9.7B
UBS Group AGDecreased-2K-$9.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-71K-$6.2B
Connecticut Wealth Management, LLCDecreased-1K-$4.7B
CITADEL ADVISORS LLCDecreased-64K-$4.6B
MML INVESTORS SERVICES, LLCClosed Position-60K-$2.5B
Summit Financial, LLCDecreased-599-$2.2B
WELLS FARGO & COMPANY/MNDecreased-2K-$1.8B
Quotient Wealth Partners, LLCDecreased-986-$1.7B
OSAIC HOLDINGS, INC.Decreased-1K-$1.3B
NewEdge Advisors, LLCDecreased-520-$1.2B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-22K-$926.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,815,517$210.0M0.03%Share
2HighTower Advisors, LLC308,705$13.0M0.01%Share
3Robertson Stephens Wealth Management, LLC258,993$11.3M0.30%Share
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO75,026$10.5M0.01%Share
5EP Wealth Advisors, LLC245,884$10.0M0.05%Share
6UBS Group AG222,976$9.8M0.00%Share
7LPL Financial LLC220,402$9.0M0.00%Share
8JPMORGAN CHASE & CO196,982$8.0M0.00%Share
9Insight Wealth Strategies, LLC182,293$8.0M0.91%Share
10MORGAN STANLEY155,101$6.0M0.00%Share
11GOLDMAN SACHS GROUP INC139,649$6.0M0.00%Share
12BANK OF AMERICA CORP /DE/120,780$5.0M0.00%Share
13BANK OF AMERICA CORP /DE/91,906$4.0M0.00%Share
14Connecticut Wealth Management, LLC111,040$4.0M0.17%Share
15Allianz Asset Management GmbH82,679$3.0M0.00%Share
16Sanctuary Advisors, LLC56,993$2.2M0.01%Share
17Sanctuary Advisors, LLC56,993$2.2M0.02%Share
18Summit Financial, LLC51,759$2.0M0.03%Share
19BANK OF AMERICA CORP /DE/59,200$2.0M0.00%Share
20Quotient Wealth Partners, LLC39,100$1.7M0.05%Share
21Comprehensive Wealth Management, LLC38,525$1.7M0.99%Share
22Sanctuary Advisors, LLC35,851$1.5M0.01%Share
23Sierra Capital LLC27,301$1.2M0.13%Share
24Sanctuary Advisors, LLC24,147$1.1M0.01%Share
25ROYAL BANK OF CANADA34,833$1.0M0.00%Share
26NewEdge Advisors, LLC28,296$1.0M0.00%Share
27WELLS FARGO & COMPANY/MN29,327$1.0M0.00%Share
28JPMORGAN CHASE & CO27,204$1.0M0.00%Share
29OSAIC HOLDINGS, INC.31,226$1.0M0.00%Share
30JANE STREET GROUP, LLC34,234$1.0M0.00%Share
31CITADEL ADVISORS LLC45,625$1.0M0.00%Share
32US BANCORP \DE\20,244$885K0.00%Share
33Stanich Group LLC18,182$795K0.60%Share
34DIMENSION CAPITAL MANAGEMENT LLC14,953$654K0.09%Share
35Diversified Trust Co14,860$650K0.01%Share
36Detalus Advisors, LLC9,728$425K0.10%Share
37Three Bridge Wealth Advisors, LLC9,452$413K0.11%Share
38Formidable Asset Management, LLC9,153$385K0.06%Share
39Westfuller Advisors, LLC7,631$333K0.13%Share
40Olde Wealth Management, LLC7,196$314K0.10%Share
41Simplicity Wealth,LLC6,247$273K0.02%Share
42TSA Wealth Managment LLC5,806$254K0.08%Share
43Sage Mountain Advisors LLC5,387$235K0.01%Share
44PFG Advisors5,153$225K0.01%Share
45Ascent Group, LLC5,123$224K0.01%Share
46Magnus Financial Group LLC4,736$207K0.02%Share
47Capital Investment Advisory Services, LLC3,983$174K0.01%Share
48Piscataqua Savings Bank3,765$164K0.12%Share
49FLAGSHIP HARBOR ADVISORS, LLC2,325$101K0.00%Share
50Farther Finance Advisors, LLC1,416$61K0.00%Share

HEZU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202592$347.4M+28
Q3 202564$377.3B-22
Q2 202586$433.0B-6
Q1 202592$461.3B+17
Q4 202475$11.1T+13
Q3 202462$87.9T+5
Q2 202457$103.2T+7
Q1 202450$93.0T—

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As of Q4 2025, 50 institutional investors hold HEZU (iShares Currency Hedged MSCI Eurozone ETF). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $210.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own HEZU?

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

Who is the largest institutional holder of HEZU?

The largest institutional holder of HEZU is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $210.0M in shares.

Is institutional ownership of HEZU increasing or decreasing?

This quarter, 15 institutions opened new positions in HEZU and 2 closed their positions.