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iShares Currency Hedged MSCI Emerging Markets
HEEM

37 hedge funds and large institutions have $52.6M invested in iShares Currency Hedged MSCI Emerging Markets in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 37 → 37 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

3.53% less ownership

Funds ownership: 41.81% → 38.29% (-3.5%)

8% less capital invested

Capital invested by funds: $56.9M → $52.6M (-$4.32M)

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
+$6.03M
2
Wells Fargo
Wells Fargo
California
+$609K
3
OMC
Old Mission Capital
Illinois
+$456K
4
AAS
Avantax Advisory Services
Texas
+$281K
5
UBS Group
UBS Group
Switzerland
+$219K

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$10.4M
2
Jane Street
Jane Street
New York
-$1.4M
3
FA
Forefront Analytics
Pennsylvania
-$421K
4
LWP
Laurel Wealth Planning
Minnesota
-$359K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
26
Banque Cantonale Vaudoise
Switzerland
$118K – – –
ASN
27
Advisory Services Network
Georgia
$111K +$60.9K +2,524 +121%
CT
28
Colonial Trust
South Carolina
$82.5K – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$72.2K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$52.9K – – –
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$45.5K – – –
JP Morgan Chase
32
JP Morgan Chase
New York
$43.4K -$41.4K -1,714 -49%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$14.4K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$11.6K +$2.56K +106 +28%
AAS
35
Ameritas Advisory Services
Nebraska
$5.11K +$5.19K +215 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.34K +$112K +4,624 +9%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$48 +$48 +2 New
MIFH
38
Migdal Insurance & Financial Holdings
Israel
– -$10.4M -454,135 Closed
Jane Street
39
Jane Street
New York
– -$1.4M -60,986 Closed
BF
40
BOK Financial
Oklahoma
– -$293K -12,781 Closed
1
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HEEM Hedge Fund Activity: Q1 2023 in Review

37 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q1 2023, worth a combined $52.6M — down 7.6% from $56.9M a quarter earlier.

Fund positioning in HEEM was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 12 trimmed.

The largest buyer was TIAA FSB, opening a new position worth an estimated $6.03M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $10.4M sold.

  • 37 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $52.6M of iShares Currency Hedged MSCI Emerging Markets stock for Q1 2023, down 7.6% quarter-over-quarter.
  • 3 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q1 2023 was TIAA FSB, an estimated $6.03M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q1 2023 was Migdal Insurance & Financial Holdings, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2023.