Who Owns ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU)? -- Institutional Holders (2026-06-30)
36 institutions reported holding $26.8M of ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Robertson Stephens Wealth Management, LLC ($12.9M), Connecticut Wealth Management, LLC ($5.0M), Quotient Wealth Partners, LLC ($2.1M), Stanich Group LLC ($1.1M), CITIGROUP INC ($945,037). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Robertson Stephens Wealth Management, LLC | $12.9M | 257,497 | Trimmed |
| 2 | Connecticut Wealth Management, LLC | $5.0M | 100,276 | Hold |
| 3 | Quotient Wealth Partners, LLC | $2.1M | 41,363 | Trimmed |
| 4 | Stanich Group LLC | $1.1M | 21,665 | Added |
| 5 | CITIGROUP INC | $945,037 | 18,843 | Trimmed |
| 6 | Three Bridge Wealth Advisors, LLC | $713,425 | 14,225 | Hold |
| 7 | Detalus Advisors, LLC | $474,948 | 9,470 | Trimmed |
| 8 | Diversified Trust Co | $459,400 | 9,160 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $406,172 | 8,099 | Trimmed |
| 10 | Formidable Asset Management, LLC | $403,526 | 9,234 | Added |
| 11 | Insight Wealth Strategies, LLC | $363,201 | 7,331 | Trimmed |
| 12 | Westfuller Advisors, LLC | $296,163 | 5,905 | Hold |
| 13 | Ascent Group, LLC | $287,086 | 5,724 | Added |
| 14 | PFG Advisors | $232,358 | 4,633 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $231,573 | 4,617 | Trimmed |
| 16 | Magnus Financial Group LLC | $230,983 | 4,606 | Hold |
| 17 | Capital Investment Advisory Services, LLC | $199,759 | 3,983 | Hold |
| 18 | Piscataqua Savings Bank | $112,034 | 2,234 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $70,565 | 1,407 | Trimmed |
| 20 | MATHER GROUP, LLC. | $66,453 | 1,325 | New |
| 21 | EPG Wealth Management LLC | $47,043 | 938 | Hold |
| 22 | ASSETMARK, INC | $24,073 | 480 | Added |
| 23 | Founders Financial Alliance, LLC | $17,754 | 354 | Hold |
| 24 | SBI Securities Co., Ltd. | $16,500 | 329 | Trimmed |
| 25 | WOLFF WIESE MAGANA LLC | $9,128 | 182 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30