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iShares Currency Hedged MSCI Emerging Markets
HEEM

37 hedge funds and large institutions have $91.4M invested in iShares Currency Hedged MSCI Emerging Markets in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $71.3M → $91.4M (+$20.1M)

5.87% more ownership

Funds ownership: 51.2% → 57.07% (+5.9%)

0% more funds holding

Funds holding: 37 → 37 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ANB
Amarillo National Bank
Texas
+$11.9M
2
Morgan Stanley
Morgan Stanley
New York
+$1.93M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$1.72M
4
Jane Street
Jane Street
New York
+$780K
5
AWM
AE Wealth Management
Kansas
+$442K

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$829K
2
OMC
Old Mission Capital
Illinois
-$499K
3
FTUS
Flow Traders U.S.
New York
-$421K
4
JP Morgan Chase
JP Morgan Chase
New York
-$257K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$242K +$24.1K +914 +11%
BCV
27
Banque Cantonale Vaudoise
Switzerland
$133K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$101K -$3.3K -125 -3%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$95.3K +$13K +491 +16%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$50.8K – – –
PS
31
Principal Securities
Iowa
$33K -$290 -11 -0.9%
CAL
32
Capital Analysts LLC
Pennsylvania
$27K – – –
GRP
33
Global Retirement Partners
California
$6.5K – – –
GI
34
Gradient Investments
Minnesota
$5.34K +$5.2K +197 New
Osaic Holdings
35
Osaic Holdings
Arizona
$2.95K – – –
VWM
36
Venturi Wealth Management
Texas
$1.03K +$1K +38 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$588 – – –
FTUS
38
Flow Traders U.S.
New York
– -$421K -16,398 Closed
JP Morgan Chase
39
JP Morgan Chase
New York
– -$257K -10,000 Closed
Comerica Bank
40
Comerica Bank
Texas
– -$25.7K -1,000 Closed
CT
41
Colonial Trust
South Carolina
– -$5.13K -200 Closed
1
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HEEM Hedge Fund Activity: Q2 2024 in Review

37 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2024, worth a combined $91.4M — up 28% from $71.3M a quarter earlier.

Fund positioning in HEEM was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 13 trimmed.

The largest buyer was Amarillo National Bank, opening a new position worth an estimated $11.9M. The largest seller was TIAA Trust, National Association, cutting an estimated $829K.

  • 37 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $91.4M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2024, up 28% quarter-over-quarter.
  • 4 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2024 and 4 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2024 was Amarillo National Bank, an estimated $11.9M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2024 was TIAA Trust, National Association, an estimated $829K sold.

Based on aggregated 13F filings for Q2 2024.