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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

50 hedge funds and large institutions have $161M invested in iShares Currency Hedged MSCI Emerging Markets in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
11
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
+$4.84M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.68M
3
Jane Street
Jane Street
New York
+$2.77M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.97M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$78.5M
2
CS
Credit Suisse
Switzerland
-$26.3M
3
Morgan Stanley
Morgan Stanley
New York
-$3.97M
4
Bank of America
Bank of America
North Carolina
-$1.66M
5
JCM
Janney Capital Management
Pennsylvania
-$955K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$411K +$411K +17,879 New
Citadel Advisors
27
Citadel Advisors
Florida
$354K +$354K +15,389 New
CTA
28
Colonial Trust Advisors
South Carolina
$345K +$345K +15,000 New
Wells Fargo
29
Wells Fargo
California
$307K -$398K -17,273 -56%
SIA
30
Strategic Investment Advisors
Michigan
$240K +$240K +10,400 New
SS
31
Simplicity Solutions
Minnesota
$204K +$204K +8,879 New
AWM
32
AE Wealth Management
Kansas
$204K +$204K +8,879 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$171K +$36.7K +1,600 +27%
SFA
34
Semmax Financial Advisors
North Carolina
$126K +$126K +5,467 New
APC
35
Aspire Private Capital
North Carolina
$111K +$111K +4,802 New
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.3K – – –
PG
37
Patten Group
Tennessee
$66K +$30.6K +1,335 +86%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$61K +$61K +2,669 New
PA
39
Parallel Advisors
California
$35K -$6.07K -270 -15%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$19K +$12.8K +563 +204%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$11K +$11K +483 New
GWMIA
43
Global Wealth Management Investment Advisory
Florida
$10K +$10K +445 New
LPWM
44
Lake Point Wealth Management
Texas
$5K +$5K +214 New
CFGS
45
Concourse Financial Group Securities
Alabama
$4K +$234 +11 +6%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$3K – – –
IA
47
IFP Advisors
Florida
$2K -$7.69K -250 -79%
FHA
48
Flagship Harbor Advisors
Massachusetts
$2K -$2.35K -149 -54%
CS
49
Credit Suisse
Switzerland
– -$26.3M -1,039,350 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
– -$911K -35,980 Closed
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