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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

39 hedge funds and large institutions have $67.2M invested in iShares Currency Hedged MSCI Emerging Markets in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
6
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$2M
2
Ameriprise
Ameriprise
Minnesota
+$1.61M
3
FA
Forefront Analytics
Pennsylvania
+$1.53M
4
Citadel Advisors
Citadel Advisors
Florida
+$460K
5
PG
Patten Group
Tennessee
+$220K

Top Sellers

1
CCM
Coldstream Capital Management
Washington
-$3.97M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
3
Northern Trust
Northern Trust
Illinois
-$1.98M
4
Bank of America
Bank of America
North Carolina
-$1.47M
5
Morgan Stanley
Morgan Stanley
New York
-$712K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$213K +$213K +8,552 New
AAS
27
Avantax Advisory Services
Texas
$201K +$201K +8,070 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$160K -$16.1K -600 -9%
Osaic Holdings
29
Osaic Holdings
Arizona
$134K -$158K -6,327 -54%
LFG
30
LifePlan Financial Group
Ohio
$88K +$88K +3,549 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.4K – – –
GFPC
32
Global Financial Private Client
Florida
$45.1K -$148K -5,897 -77%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$15K +$15K +599 New
SFA
34
Semmax Financial Advisors
North Carolina
$11K – – –
PA
35
Procyon Advisors
Connecticut
$10K – – –
OPS
36
Orion Portfolio Solutions
Nebraska
$8K – – –
PAG
37
Private Advisor Group
New Jersey
$8K +$8K +321 New
FHA
38
Flagship Harbor Advisors
Massachusetts
$3K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$3.66M -171,405 Closed
SFS
41
Sowell Financial Services
Arkansas
– -$468K -21,956 Closed
Goldman Sachs
42
Goldman Sachs
New York
– -$327K -15,351 Closed
WAP
43
Wealthcare Advisory Partners
Pennsylvania
– -$13K -625 Closed
ASN
44
Advisory Services Network
Georgia
– -$2K -102 Closed
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