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iShares Currency Hedged MSCI Emerging Markets
HEEM

38 hedge funds and large institutions have $96.1M invested in iShares Currency Hedged MSCI Emerging Markets in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more capital invested

Capital invested by funds: $91.4M → $96.1M (+$4.7M)

3% more funds holding

Funds holding: 37 → 38 (+1)

0.33% less ownership

Funds ownership: 57.07% → 56.74% (-0.33%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$3.76M
2
OMC
Old Mission Capital
Illinois
+$2.29M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$1.03M
4
Bank of America
Bank of America
North Carolina
+$511K
5
Morgan Stanley
Morgan Stanley
New York
+$455K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$3.56M
2
UBS Group
UBS Group
Switzerland
-$1.43M
3
CWP
Concord Wealth Partners
Virginia
-$1.19M
4
Jane Street
Jane Street
New York
-$985K
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
26
Concord Wealth Partners
Virginia
$105K -$1.19M -44,045 -92%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$86.3K -$13.3K -491 -14%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$53.3K – – –
PS
29
Principal Securities
Iowa
$34.6K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$32.4K +$30.3K +1,119 +5,086%
CAL
31
Capital Analysts LLC
Pennsylvania
$28K – – –
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$11.7K +$10.9K +403 New
GRP
33
Global Retirement Partners
California
$6.87K +$54 +2 +0.8%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.12K +$27 +1 +0.9%
VWM
35
Venturi Wealth Management
Texas
$1.08K – – –
PMFA
36
Plante Moran Financial Advisors
Michigan
$682 +$650 +24 New
HI
37
Harbour Investments
Wisconsin
$284 +$271 +10 New
AWM
38
AE Wealth Management
Kansas
– -$3.56M -131,182 Closed
BCV
39
Banque Cantonale Vaudoise
Switzerland
– -$133K -4,910 Closed
GI
40
Gradient Investments
Minnesota
– -$5.34K -197 Closed
Macquarie Group
41
Macquarie Group
Australia
– +$379 +14 New
1
2

HEEM Hedge Fund Activity: Q3 2024 in Review

38 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q3 2024, worth a combined $96.1M — up 5.1% from $91.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HEEM positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.76M. The largest seller was AE Wealth Management, exiting entirely with an estimated $3.56M sold.

  • 38 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q3 2024, up from 37 in Q2 2024.
  • Funds reported $96.1M of iShares Currency Hedged MSCI Emerging Markets stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 4 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q3 2024 was Citadel Advisors, an estimated $3.76M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q3 2024 was AE Wealth Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q3 2024.