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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

45 hedge funds and large institutions have $94.5M invested in iShares Currency Hedged MSCI Emerging Markets in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VPP
Vertex Planning Partners
Illinois
$4.45M
2
Morgan Stanley
Morgan Stanley
New York
$8.33M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$20.7M
4
Jane Street
Jane Street
New York
$1.03M
5
Wells Fargo
Wells Fargo
California
$6.43M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
OMC
Old Mission Capital
Illinois
$1.22M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$664K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$318K
5
UBS Group
UBS Group
Switzerland
$979K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$264K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$253K +$152K +5,625 +151%
HighTower Advisors
28
HighTower Advisors
Illinois
$241K – – –
CWP
29
Concord Wealth Partners
Virginia
$92.5K -$6.87K -254 -7%
AWM
30
AE Wealth Management
Kansas
$91.7K +$91.7K +3,395 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$81.1K – – –
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$50.6K – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$44.1K +$44.1K +1,633 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
$30.8K -$27 -1 -0.1%
PS
35
Principal Securities
Iowa
$29.9K -$3.05K -113 -9%
DRP
36
Decker Retirement Planning
Utah
$12.4K +$12.4K +460 New
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$10.9K – – –
GRP
38
Global Retirement Partners
California
$6.64K +$108 +4 +2%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.01K +$54 +2 +2%
VWM
40
Venturi Wealth Management
Texas
$1.03K – – –
PMFA
41
Plante Moran Financial Advisors
Michigan
$649 – – –
CAWM
42
Capital A Wealth Management
Pennsylvania
$486 +$486 +18 New
FF
43
Friedenthal Financial
New Jersey
$352 +$352 +13 New
HI
44
Harbour Investments
Wisconsin
$270 – – –
Citadel Advisors
45
Citadel Advisors
Florida
– -$4.59M -161,593 Closed
CAL
46
Capital Analysts LLC
Pennsylvania
– -$28K -1,000 Closed
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