Who owns HEZU?
iShares Currency Hedged MSCI Eurozone ETF · iShares
97 institutions reported holding HEZU, worth $286.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HEZU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $126.7M | 2,525,489 | −1,060,768 shares |
| HighTower Advisors, LLC | Chicago, IL | $15.6M | 310,655 | −208 shares |
| Robertson Stephens Wealth Management, LLC | San Francisco, CA | $12.9M | 257,497 | −71 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $11.8M | 234,774 | −2,518 shares |
| LPL Financial LLC | Fort Mill, SC | $11.7M | 233,578 | −7,357 shares |
| Morgan Stanley | New York, NY | $11.4M | 226,411 | +57,433 shares |
| UBS Group AG | Zurich, Switzerland | $9.8M | 196,066 | −7,089 shares |
| Bank of America Corp. | Charlotte, NC | $9.5M | 189,272 | −49,263 shares |
| JPMorgan Chase & Co | New York, NY | $8.9M | 180,373 | −39,344 shares |
| Flow Traders U.S. LLC | New York, NY | $7.2M | 143,868 | +136,382 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HEZU?
97 institutional managers reported holding HEZU in Form 13F filings for June 30, 2026, worth $286.9M in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $126.7M.
Did institutions buy or sell HEZU last quarter?
Reported 13F value fell 11.6% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HEZU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.