HEEM Institutional Ownership
iShares Currency Hedged MSCI Emerging Markets ETF
1W: -0.6%
1M: +0.8%
3M: -3.2%
YTD: +19.1%
1Y: +27.5%
3Y: +92.7%
5Y: +61.7%
$42.52
+0.25 (+0.60%)
Weekly Expected Move ±2.5%
$40
$41
$43
$44
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HEEM
56
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
177M
Total Invested
11
New Positions
15
Increased
17
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 697,766 | 30M | -19,270 | -2.7% | 2Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 518,557 | 22M | +70,414 | +15.7% | 45Q | SEC ↗ |
| 3 | MORGAN STANLEY | 410,259 | 17M | +49,126 | +13.6% | 47Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 389,928 | 17M | -22,371 | -5.4% | 15Q | SEC ↗ |
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | 299,834 | 13M | -2,314 | -0.8% | 15Q | SEC ↗ |
| 6 | Pictet Asset Management Holding SA | 252,301 | 11M | -13,210 | -5.0% | 12Q | SEC ↗ |
| 7 | Vertex Planning Partners, LLC | 213,736 | 9M | +28,469 | +15.4% | 7Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 135,156 | 6M | +739 | +0.5% | 31Q | SEC ↗ |
| 9 | Friedenthal Financial | 133,965 | 6M | -2,782 | -2.0% | 7Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 118,228 | 5M | +1,803 | +1.5% | 6Q | SEC ↗ |
| 11 | TRUIST FINANCIAL CORP | 108,394 | 5M | +2,751 | +2.6% | 2Q | SEC ↗ |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | 79,163 | 3M | +1,432 | +1.8% | 2Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 77,723 | 3M | -18,568 | -19.3% | 3Q | SEC ↗ |
| 14 | LPL Financial LLC | 73,832 | 3M | +6,134 | +9.1% | 43Q | SEC ↗ |
| 15 | Forefront Analytics, LLC | 58,203 | 2M | -337 | -0.6% | 31Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 40,464 | 2M | -452 | -1.1% | 6Q | SEC ↗ |
| 17 | SCOTIA CAPITAL INC. NEW | 40,224 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Savant Capital, LLC | 35,133 | 1M | — | +0.0% | 15Q | SEC ↗ |
| 19 | UBS Group AG | 31,560 | 1M | +4,670 | +17.4% | 46Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 30,230 | 1M | +21,131 | +232.2% | 26Q | SEC ↗ |
| 21 | Wealth Preservation Advisors, LLC | 22,460 | 955K | +3,298 | +17.2% | 6Q | SEC ↗ |
| 22 | TIAA TRUST, NATIONAL ASSOCIATION | 17,241 | 733K | -432 | -2.4% | 12Q | SEC ↗ |
| 23 | Wharton Business Group, LLC | 15,865 | 675K | -435 | -2.7% | 44Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 15,255 | 649K | +5,270 | +52.8% | 7Q | SEC ↗ |
| 25 | Global Retirement Partners, LLC NEW | 14,359 | 611K | — | +0.0% | 1Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC NEW | 12,246 | 521K | — | +0.0% | 1Q | SEC ↗ |
| 27 | BLAIR WILLIAM & CO/IL | 11,506 | 489K | +4,626 | +67.2% | 32Q | SEC ↗ |
| 28 | Advisory Services Network, LLC | 11,286 | 480K | +550 | +5.1% | 7Q | SEC ↗ |
| 29 | Prospera Financial Services Inc | 9,775 | 416K | — | +0.0% | 9Q | SEC ↗ |
| 30 | PARK AVENUE SECURITIES LLC | 9,260 | 394K | -4,299 | -31.7% | 6Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 8,914 | 379K | — | +0.0% | 10Q | SEC ↗ |
| 32 | EverSource Wealth Advisors, LLC NEW | 8,669 | 369K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Cranbrook Wealth Management, LLC | 8,173 | 348K | — | +0.0% | 5Q | SEC ↗ |
| 34 | OLD MISSION CAPITAL LLC NEW | 6,621 | 282K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Atria Investments, Inc | 6,562 | 279K | -796 | -10.8% | 5Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC NEW | 4,720 | 201K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Gladstone Institutional Advisory LLC NEW | 4,699 | 200K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Invst, LLC NEW | 4,674 | 199K | — | +0.0% | 1Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 4,314 | 183K | -234 | -5.1% | 47Q | SEC ↗ |
| 40 | FIDUCIARY FINANCIAL ADVISORS NEW | 3,207 | 136K | — | +0.0% | 1Q | SEC ↗ |
| 41 | BANK OF MONTREAL /CAN | 3,000 | 128K | — | +0.0% | 35Q | SEC ↗ |
| 42 | Golden State Wealth Management, LLC | 2,363 | 100K | -614 | -20.6% | 6Q | SEC ↗ |
| 43 | LFA - Lugano Financial Advisors SA NEW | 2,100 | 89K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Harbor Asset Planning, Inc. | 2,030 | 86K | — | +0.0% | 3Q | SEC ↗ |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,641 | 70K | +1,091 | +198.4% | 2Q | SEC ↗ |
| 46 | AE Wealth Management LLC | 1,434 | 61K | — | +0.0% | 7Q | SEC ↗ |
| 47 | FMR LLC | 1,121 | 48K | -125 | -10.0% | 11Q | SEC ↗ |
| 48 | Steward Partners Investment Advisory, NEW | 716 | 30K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Triumph Capital Management | 700 | 30K | — | +0.0% | 4Q | SEC ↗ |
| 50 | Strategic Wealth Partners, Ltd. | 614 | 26K | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| SCOTIA CAPITAL INC. | 40,224 | 2M |
| Global Retirement Partners, LLC | 14,359 | 611K |
| MML INVESTORS SERVICES, LLC | 12,246 | 521K |
| EverSource Wealth Advisors, LLC | 8,669 | 369K |
| OLD MISSION CAPITAL LLC | 6,621 | 282K |
| CITADEL ADVISORS LLC | 4,720 | 201K |
| Gladstone Institutional Advisory LL | 4,699 | 200K |
| Invst, LLC | 4,674 | 199K |
| FIDUCIARY FINANCIAL ADVISORS | 3,207 | 136K |
| LFA - Lugano Financial Advisors SA | 2,100 | 89K |
| Steward Partners Investment Advisor | 716 | 30K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 32,460 | 1M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,775 | 161K |
| Kestra Advisory Services, LLC | 603 | 26K |
| OPTIMA CAPITAL LLC | 107 | 5K |
| SYM FINANCIAL Corp | 72 | 3K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +70,414 | +15.7% | 518,557 |
| MORGAN STANLEY | +49,126 | +13.6% | 410,259 |
| Vertex Planning Partners, LLC | +28,469 | +15.4% | 213,736 |
| OSAIC HOLDINGS, INC. | +21,131 | +232.2% | 30,230 |
| LPL Financial LLC | +6,134 | +9.1% | 73,832 |
| RAYMOND JAMES FINANCIAL INC | +5,270 | +52.8% | 15,255 |
| UBS Group AG | +4,670 | +17.4% | 31,560 |
| BLAIR WILLIAM & CO/IL | +4,626 | +67.2% | 11,506 |
| Wealth Preservation Advisors, LLC | +3,298 | +17.2% | 22,460 |
| TRUIST FINANCIAL CORP | +2,751 | +2.6% | 108,394 |
| Cetera Investment Advisers | +1,803 | +1.5% | 118,228 |
| KINGSWOOD WEALTH ADVISORS, LLC | +1,432 | +1.8% | 79,163 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,091 | +198.4% | 1,641 |
| ENVESTNET ASSET MANAGEMENT INC | +739 | +0.5% | 135,156 |
| Advisory Services Network, LLC | +550 | +5.1% | 11,286 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -22,371 | -5.4% | 389,928 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -19,270 | -2.7% | 697,766 |
| COMMONWEALTH EQUITY SERVICES, LLC | -18,568 | -19.3% | 77,723 |
| Pictet Asset Management Holding SA | -13,210 | -5.0% | 252,301 |
| PARK AVENUE SECURITIES LLC | -4,299 | -31.7% | 9,260 |
| Friedenthal Financial | -2,782 | -2.0% | 133,965 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -2,314 | -0.8% | 299,834 |
| Atria Investments, Inc | -796 | -10.8% | 6,562 |
| Golden State Wealth Management, LLC | -614 | -20.6% | 2,363 |
| AMERIPRISE FINANCIAL INC | -452 | -1.1% | 40,464 |
| Wharton Business Group, LLC | -435 | -2.7% | 15,865 |
| TIAA TRUST, NATIONAL ASSOCIATION | -432 | -2.4% | 17,241 |
| Forefront Analytics, LLC | -337 | -0.6% | 58,203 |
| ROYAL BANK OF CANADA | -234 | -5.1% | 4,314 |
| FMR LLC | -125 | -10.0% | 1,121 |