ISHARES TR (HEZU) is held by 48 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC as of Q2 2026.

Are institutions buying or selling HEZU?

In Q2 2026, 15 institutions opened or increased positions in ISHARES TR while 31 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on HEZU?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for HEZU. In Q2 2026, the institutional leg showed net outflows: 15 buying versus 31 selling.

How many hedge funds hold HEZU?

48 institutional investors report holding ISHARES TR (HEZU) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into HEZU?

As of Q2 2026, tracked institutions in ISHARES TR show 15 buyers versus 31 sellers — net outflows.

ISHARES TR

HEZU·46434V639·US·ETF·Unknown - Unknown

Holders

(10 Elite)

$244.1M

Total Value

33% (46)

Consensus

15 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 48 funds

10 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HEZU.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	2.5M(-29.6%)	$126.7M	0.0%	+30.25%	0
HighTower Advisors, LLC	Decreased	310,655(-0.1%)	$15.6M	0.0%	+118.16%	0
EP Wealth Advisors, LLC	Decreased	234,774(-1.1%)	$11.8M	0.0%	+39.22%	0
LPL Financial LLC	Decreased	233,578(-3.0%)	$11.7M	0.0%	+46.01%	0
MORGAN STANLEY	Increased	226,411(+34.0%)	$11.4M	0.0%	+24.18%	36
UBS Group AG	Decreased	196,066(-3.5%)	$9.8M	0.0%	+52.20%	0
BANK OF AMERICA CORP /DE/	Decreased	189,272(-20.6%)	$9.5M	0.0%	+39.36%	0
JPMORGAN CHASE & CO	Decreased	180,373(-17.9%)	$8.9M	0.0%	+34.78%	0
GOLDMAN SACHS GROUP INC	Increased	137,144(+0.1%)	$6.9M	0.0%	+40.31%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	136,226(-4.5%)	$6.8M	0.0%	+78.68%	0
Allianz Asset Management GmbH	Unchanged	79,679	$3.5M	0.0%	+23.24%	0
ROYAL BANK OF CANADA	Decreased	56,076(-0.1%)	$2.8M	0.0%	+32.49%	0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Increased	47,480(+759.1%)	$2.4M	0.0%	+2.76%	42
SCOTIA CAPITAL INC.	New	35,781	$1.8M	0.0%	+0.87%	36
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	35,642	$1.8M	0.0%	+0.87%	36
WELLS FARGO & COMPANY/MN	Decreased	32,655(-9.1%)	$1.6M	0.0%	+57.59%	0
OSAIC HOLDINGS, INC.	Decreased	29,383(-1.2%)	$1.5M	0.0%	+65.73%	0
NewEdge Advisors, LLC	Decreased	26,292(-2.5%)	$1.3M	0.0%	+123.41%	0
$US BANCORP \DE\$ US BANCORP \DE\	Increased	22,629(+5.2%)	$1.1M	0.0%	+66.73%	27
Sanctuary Advisors, LLC	Decreased	20,791(-7.4%)	$1M	0.0%	+25.42%	0

Showing 1-20 of 55

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES TR

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Who's Trading

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