iShares Currency Hedged MSCI Emerging Markets
HEEM
38 hedge funds and large institutions have $63.8M invested in iShares Currency Hedged MSCI Emerging Markets in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
9% more capital invested
Capital invested by funds: $58.3M → $63.8M (+$5.49M)
4.27% more ownership
Funds ownership: 44.85% → 49.12% (+4.3%)
3% more funds holding
Funds holding: 37 → 38 (+1)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$2.01M |
| 2 |
Morgan Stanley
New York
|
+$1.99M |
| 3 |
Jane Street
New York
|
+$1.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$390K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$954K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$479K |
| 3 |
LPL Financial
San Diego,
California
|
-$446K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$305K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$282K |
HEEM Hedge Fund Activity: Q4 2023 in Review
38 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q4 2023, worth a combined $63.8M — up 9.4% from $58.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEEM positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was TIAA Trust, National Association, adding an estimated $2.01M. The largest seller was Old Mission Capital, cutting an estimated $954K.
- 38 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q4 2023, up from 37 in Q3 2023.
- Funds reported $63.8M of iShares Currency Hedged MSCI Emerging Markets stock for Q4 2023, up 9.4% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q4 2023 was TIAA Trust, National Association, an estimated $2.01M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q4 2023 was Old Mission Capital, an estimated $954K sold.
Based on aggregated 13F filings for Q4 2023.