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

$1.0000000900000065e+181T

% of Float Held

QoQ Change in Holders

+8 / -5

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
BANK OF AMERICA CORP /DE/Increased+5K+$11.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+72K+$2.0B
WELLS FARGO & COMPANY/MNIncreased+32K+$490.5M
Forefront Analytics, LLCIncreased+12K+$460.5M
Vertex Planning Partners, LLCIncreased+2K+$264.4M
Golden State Wealth Management, LLCNew Position+4K+$151.0M
Harbor Asset Planning, Inc.New Position+2K+$70.0M
UBS Group AGIncreased+1K+$66.4M
Wealth Preservation Advisors, LLCIncreased+65+$20.2M
Whipplewood Advisors, LLCNew Position+358+$12.0M
ASSETMARK, INCNew Position+303+$10.0M
OPTIMA CAPITAL LLCNew Position+107+$3.0M
Savant Capital, LLCNew Position+35K+$1.0M
Pictet Asset Management Holding SAIncreased+4K+$541K
PARK AVENUE SECURITIES LLCNew Position+13K+$455K

HEEM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-1K-$3.9B
AMERIPRISE FINANCIAL INCDecreased-1K-$884.4M
CITADEL ADVISORS LLCDecreased-4K-$605.4M
Wharton Business Group, LLCDecreased-14K-$450.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-13K-$447.6M
Advisory Services Network, LLCDecreased-347-$414.5M
OLD MISSION CAPITAL LLCDecreased-12K-$411.7M
JANE STREET GROUP, LLCClosed Position-6K-$210.2M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-232-$134.8M
OSAIC HOLDINGS, INC.Decreased-648-$39.7M
TIAA TRUST, NATIONAL ASSOCIATIONDecreased-24K-$797K
FLOW TRADERS U.S. LLCClosed Position-6K-$204K
FMR LLCDecreased-50-$42K
PRINCIPAL SECURITIES, INC.Closed Position-1K-$37K
Strategic Wealth Partners, Ltd.Closed Position-614-$20K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/312,617$10.0B0.73%Share
2WELLS FARGO & COMPANY/MN260,683$9.0B1.64%Share
3Vertex Planning Partners, LLC185,879$6.5B1.50%Share
4Friedenthal Financial136,762$4.8B2.44%Share
5WELLS FARGO & COMPANY/MN107,212$3.0B0.55%Share
6Forefront Analytics, LLC60,169$2.1B1.85%Share
7COMMONWEALTH EQUITY SERVICES, LLC72,418$2.0B2.67%Share
8OSAIC HOLDINGS, INC.30,375$1.0B1.46%Share
9WELLS FARGO & COMPANY/MN35,660$1.0B0.18%Share
10BANK OF AMERICA CORP /DE/44,390$1.0B0.07%Share
11UBS Group AG28,659$996.0M0.16%Share
12Wharton Business Group, LLC17,525$609.0M0.02%Share
13Wealth Preservation Advisors, LLC14,919$518.0M0.26%Share
14Cranbrook Wealth Management, LLC8,173$284.0M0.06%Share
15OLD MISSION CAPITAL LLC7,203$250.0M0.01%Share
16Golden State Wealth Management, LLC4,370$151.0M0.02%Share
17Wealth Preservation Advisors, LLC2,524$87.0M0.04%Share
18Harbor Asset Planning, Inc.2,030$70.0M0.06%Share
19Triumph Capital Management700$24.0M0.01%Share
20TIAA TRUST, NATIONAL ASSOCIATION653,179$22.0M0.05%Share
21Pictet Asset Management Holding SA352,032$12.2M0.01%Share
22Whipplewood Advisors, LLC358$12.0M0.01%Share
23MORGAN STANLEY350,514$12.0M0.00%Share
24COLDSTREAM CAPITAL MANAGEMENT INC303,871$10.0M0.13%Share
25ASSETMARK, INC303$10.0M0.02%Share
26Cetera Investment Advisers115,827$4.0M0.00%Share
27OPTIMA CAPITAL LLC107$3.0M0.00%Share
28Savant Capital, LLC35,133$1.0M0.01%Share
29LPL Financial LLC55,273$1.0M0.00%Share
30PARK AVENUE SECURITIES LLC13,097$455K0.00%Share
31AMERIPRISE FINANCIAL INC24,978$00.00%Share
32MML INVESTORS SERVICES, LLC15,253$00.00%Share
33SYM FINANCIAL Corp72$00.00%Share
34HighTower Advisors, LLC8,914$00.00%Share
35Prospera Financial Services Inc9,775$00.00%Share
36CITADEL ADVISORS LLC13,666$00.00%Share
37Atria Investments, Inc7,888$00.00%Share
38Advisory Services Network, LLC11,970$00.00%Share
39AE Wealth Management LLC1,206$00.00%Share
40AE Wealth Management LLC241$00.00%Share
41NATIONAL BANK OF CANADA /FI/212$00.00%Share
42Kestra Advisory Services, LLC603$00.00%Share
43ENVESTNET ASSET MANAGEMENT INC28,571$00.00%Share
44Global Retirement Partners, LLC201$00.00%Share
45MORGAN STANLEY500$00.00%Share
46ROYAL BANK OF CANADA4,548$00.00%Share
47BLAIR WILLIAM & CO/IL6,880$00.00%Share
48BANK OF MONTREAL /CAN/3,000$00.00%Share
49O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,775$00.00%Share
50RAYMOND JAMES FINANCIAL INC10,587$00.00%Share

HEEM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$43.4B+9
Q3 202537$50.3B-4
Q2 202541$47.0B+0
Q1 202541$61.6B-3
Q4 202444$70.2B+9
Q3 202435$5.8T+0
Q2 202435$1.9T+2
Q1 202433$992.6T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold HEEM (iShares Currency Hedged MSCI Emerging Markets ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $10.0B in shares. This quarter, 8 institutions opened new positions and 5 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 BANK OF AMERICA CORP /DE/ with $10.0B in shares.

Is institutional ownership of HEEM increasing or decreasing?

This quarter, 8 institutions opened new positions in HEEM and 5 closed their positions.