iShares Currency Hedged MSCI Emerging Markets
HEEM
37 hedge funds and large institutions have $89.9M invested in iShares Currency Hedged MSCI Emerging Markets in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
0% more funds holding
Funds holding: 37 → 37 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
4.83% less ownership
Funds ownership: 52.98% → 48.15% (-4.8%)
6% less capital invested
Capital invested by funds: $95.2M → $89.9M (-$5.34M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$3.84M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$1.24M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$257K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$150K |
| 5 |
Morgan Stanley
New York
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$13M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$1.86M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.12M |
| 4 |
Jane Street
New York
|
-$687K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$587K |
HEEM Hedge Fund Activity: Q4 2019 in Review
37 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q4 2019, worth a combined $89.9M — down 5.6% from $95.2M a quarter earlier.
Fund positioning in HEEM was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $3.84M. The largest seller was Wharton Business Group, cutting an estimated $13M.
- 37 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $89.9M of iShares Currency Hedged MSCI Emerging Markets stock for Q4 2019, down 5.6% quarter-over-quarter.
- 5 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q4 2019 and 5 closed out, a net change of 0 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q4 2019 was Migdal Insurance & Financial Holdings, an estimated $3.84M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q4 2019 was Wharton Business Group, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2019.