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iShares Currency Hedged MSCI Emerging Markets

41 hedge funds and large institutions have $95.4M invested in iShares Currency Hedged MSCI Emerging Markets in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $94.5M → $95.4M (+$888K)

0.77% more ownership

Funds ownership: 58.48%59.26% (+0.77%)

9% less funds holding

Funds holding: 4541 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
26
Clear Creek Financial Management
Washington
$277K -$5.58K -200 -2%
PFS
27
Prospera Financial Services
Texas
$274K
OMC
28
Old Mission Capital
Illinois
$256K -$1M -35,964 -80%
HighTower Advisors
29
HighTower Advisors
Illinois
$250K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$236K +$235K +8,416 New
PAS
31
Park Avenue Securities
New York
$218K +$216K +7,747 New
GSWM
32
Golden State Wealth Management
California
$112K +$111K +3,984 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$84.2K
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$52.6K
AWM
35
AE Wealth Management
Kansas
$51.8K -$43.3K -1,550 -46%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$47.8K +$15.7K +564 +49%
FF
37
Friedenthal Financial
New Jersey
$43.9K +$43.3K +1,552 +11,938%
PS
38
Principal Securities
Iowa
$29.9K
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$10.7K -$614 -22 -5%
CWP
40
Concord Wealth Partners
Virginia
$7.83K -$87.8K -3,145 -92%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$3.6K +$3.57K +128 New
ANB
42
Amarillo National Bank
Texas
-$12.1M -448,844 Closed
Jane Street
43
Jane Street
New York
-$1.03M -38,101 Closed
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
-$664K -24,562 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$318K -11,773 Closed
JP Morgan Chase
46
JP Morgan Chase
New York
-$44.1K -1,633 Closed
DRP
47
Decker Retirement Planning
Utah
-$12.4K -460 Closed
VWM
48
Venturi Wealth Management
Texas
-$1.03K -38 Closed
PMFA
49
Plante Moran Financial Advisors
Michigan
-$649 -24 Closed
CAWM
50
Capital A Wealth Management
Pennsylvania
-$486 -18 Closed

HEEM Hedge Fund Activity: Q1 2025 in Review

41 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q1 2025, worth a combined $95.4M — up 0.94% from $94.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HEEM and 8 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 15 added.

The largest buyer was TIAA Trust, National Association, adding an estimated $4.04M. The largest seller was Amarillo National Bank, exiting entirely with an estimated $12.1M sold.

  • 41 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q1 2025, down from 45 in Q4 2024.
  • Funds reported $95.4M of iShares Currency Hedged MSCI Emerging Markets stock for Q1 2025, up 0.94% quarter-over-quarter.
  • 8 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q1 2025 and 11 closed out, a net change of -3 holders.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q1 2025 was TIAA Trust, National Association, an estimated $4.04M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q1 2025 was Amarillo National Bank, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2025.