iShares Currency Hedged MSCI Emerging Markets
HEEM
38 hedge funds and large institutions have $93.8M invested in iShares Currency Hedged MSCI Emerging Markets in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
14% more capital invested
Capital invested by funds: $82.3M → $93.8M (+$11.5M)
9% more funds holding
Funds holding: 35 → 38 (+3)
8.13% more ownership
Funds ownership: 40.29% → 48.42% (+8.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$12.4M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$2.59M |
| 3 |
Morgan Stanley
New York
|
+$2.1M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.81M |
| 5 |
SC
SouthState Corp
Winter Haven,
Florida
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.23M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.01M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$415K |
| 4 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
-$139K |
| 5 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$73.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTA
26
Colonial Trust Advisors
Spartanburg,
South Carolina
| $292K | -$69.7K | -2,429 | -19% |
|
|
PG
27
Patten Group
Chattanooga,
Tennessee
| $292K | +$19.4K | +675 | +7% |
|
28
HighTower Advisors
Chicago,
Illinois
| $235K | – | – | – |
|
29
Jane Street
New York
| $217K | +$226K | +7,883 | New |
|
|
BCV
30
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $135K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $90K | -$69.7K | -2,431 | -43% |
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| $84K | – | – | – |
|
|
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $77K | – | – | – |
|
34
Osaic Holdings
Scottsdale,
Arizona
| $53K | -$832 | -29 | -1% |
|
35
National Bank of Canada
Montreal,
Quebec, Canada
| $53K | – | – | – |
|
36
Fifth Third Bancorp
Cincinnati,
Ohio
| $16K | – | – | – |
|
|
ACK
37
Andrew C. Karlinski
| $12K | +$12.9K | +450 | New |
|
38
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
|
39
Northern Trust
Chicago,
Illinois
| – | -$415K | -14,009 | Closed |
|
|
SMA
40
Sage Mountain Advisors
Atlanta,
Georgia
| – | -$139K | -4,699 | Closed |
|
HEEM Hedge Fund Activity: Q1 2022 in Review
38 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q1 2022, worth a combined $93.8M — up 14% from $82.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEEM positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $12.4M. The largest seller was Raymond James & Associates, cutting an estimated $1.23M.
- 38 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q1 2022, up from 35 in Q4 2021.
- Funds reported $93.8M of iShares Currency Hedged MSCI Emerging Markets stock for Q1 2022, up 14% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q1 2022 and 3 closed out, a net change of +3 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q1 2022 was Venturi Wealth Management, an estimated $12.4M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q1 2022 was Raymond James & Associates, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2022.