iShares Currency Hedged MSCI Emerging Markets
HEEM
35 hedge funds and large institutions have $71.2M invested in iShares Currency Hedged MSCI Emerging Markets in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 6 closing their positions.
6% more capital invested
Capital invested by funds: $67.2M → $71.2M (+$4.01M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.64% less ownership
Funds ownership: 41.16% → 39.52% (-1.6%)
10% less funds holding
Funds holding: 39 → 35 (-4)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.64M |
| 2 |
Jane Street
New York
|
+$1.55M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$473K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$245K |
| 5 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$2.26M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$766K |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$602K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$460K |
| 5 |
Morgan Stanley
New York
|
-$418K |
HEEM Hedge Fund Activity: Q3 2020 in Review
35 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q3 2020, worth a combined $71.2M — up 6% from $67.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HEEM and 2 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 8 added.
The largest buyer was Ameriprise, adding an estimated $1.64M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $2.26M.
- 35 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q3 2020, down from 39 in Q2 2020.
- Funds reported $71.2M of iShares Currency Hedged MSCI Emerging Markets stock for Q3 2020, up 6% quarter-over-quarter.
- 2 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q3 2020 and 6 closed out, a net change of -4 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q3 2020 was Ameriprise, an estimated $1.64M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2020.