DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
HEEM

ISHARES INC CURRENCY HEDGEDMSC

49 institutions still hold ISHARES INC CURRENCY HEDGEDMSC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434g509·49 13F holders·last filed Mar 31, 2026
Market cap
2.1%
vs prior quarter
13F value held
$137M
46.0% inst. owned
of float
Holders
49
+45 QoQ
filers reporting
Activity
+14 / −112
+935 added · −907 reduced
this quarter
Concentration
19.36%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

49 institutions reported HEEM in Q1 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 19.4% of the visible book. +45 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$26M717K0.10%Q1 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M448K0.00%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M412K0.00%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$13M361K0.00%Q1 2026
05
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$11M302K0.14%Q1 2026
06
Pictet Asset Management Holding SA
CIK 0001993888
$10M266K0.01%Q1 2026
07
Vertex Planning Partners, LLC
CIK 0001942341
$7M185K1.33%Q1 2026
08
Friedenthal Financial
CIK 0001598611
$5M137K2.53%Q1 2026
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M134K0.00%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$4M116K0.00%Q1 2026
11
TRUIST FINANCIAL CORP
CIK 0000092230
$4M106K0.01%Q1 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M96K0.01%Q1 2026
13
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$3M103K0.02%Q2 2025
14
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$3M78K0.14%Q1 2026
15
LPL Financial LLC
CIK 0001403438
$2M68K0.00%Q1 2026
16
Forefront Analytics, LLC
CIK 0001696802
$2M59K1.97%Q1 2026
17
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M41K0.00%Q1 2026
18
Savant Capital, LLC
CIK 0001482880
$1M35K0.01%Q1 2026
19
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M32K0.00%Q1 2026
20
UBS Group AG
CIK 0001610520
$992,77927K0.00%Q1 2026
Page 1 of 3
29 more holders available. Log in →