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 Q1 2026.

Are institutions buying or selling HEZU?

In Q1 2026, 19 institutions opened or increased positions in ISHARES TR while 22 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on HEZU?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold HEZU?

48 institutional investors report holding ISHARES TR (HEZU) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HEZU?

As of Q1 2026, tracked institutions in ISHARES TR show 19 buyers versus 22 sellers — net outflows.

ISHARES TR

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

Holders

(9 Elite)

$285.2M

Total Value

46% (41)

Consensus

19 buying - 22 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 48 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	3.6M(-25.5%)	$156.7M	0.0%	+27.84%	0
BlackRock, Inc.	New	522,366	$22.8M	0.0%	+8.88%	39
HighTower Advisors, LLC	Increased	310,863(+0.7%)	$13.6M	0.0%	+114.12%	28
LPL Financial LLC	Increased	240,935(+9.3%)	$10.5M	0.0%	+43.31%	30
BANK OF AMERICA CORP /DE/	Decreased	238,535(-14.5%)	$10.4M	0.0%	+36.78%	0
EP Wealth Advisors, LLC	Decreased	237,292(-3.5%)	$10.4M	0.1%	+36.65%	0
JPMORGAN CHASE & CO	Decreased	219,717(-9.6%)	$9.4M	0.0%	+37.52%	0
UBS Group AG	Decreased	203,155(-9.1%)	$8.9M	0.0%	+49.38%	0
MORGAN STANLEY	Increased	168,978(+8.9%)	$7.4M	0.0%	+32.28%	30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	142,701(-2.9%)	$6.2M	0.0%	+75.37%	0
GOLDMAN SACHS GROUP INC	Decreased	137,028(-1.9%)	$6M	0.0%	+37.76%	0
Allianz Asset Management GmbH	Decreased	79,679(-3.6%)	$3.5M	0.0%	+20.96%	0
CITADEL ADVISORS LLC	Increased	56,994(+24.9%)	$2.5M	0.0%	+16.38%	32
ROYAL BANK OF CANADA	Decreased	56,156(-1.9%)	$2.5M	0.0%	+38.40%	0
JANE STREET GROUP, LLC	Increased	41,021(+19.8%)	$1.8M	0.0%	+15.20%	31
WELLS FARGO & COMPANY/MN	Decreased	35,936(-13.3%)	$1.6M	0.0%	+54.67%	0
OSAIC HOLDINGS, INC.	Decreased	29,736(-6.3%)	$1.3M	0.0%	+62.67%	0
NewEdge Advisors, LLC	Decreased	26,980(-4.7%)	$1.2M	0.0%	+119.27%	0
Sanctuary Advisors, LLC	Decreased	22,460(-7.0%)	$981,502	0.0%	+31.36%	0
$US BANCORP \DE\$ US BANCORP \DE\	Increased	21,509(+2.1%)	$939,943	0.0%	+69.41%	25