iShares Currency Hedged MSCI Emerging Markets
HEEM
26 hedge funds and large institutions have $148M invested in iShares Currency Hedged MSCI Emerging Markets in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
95% more capital invested
Capital invested by funds: $75.7M → $148M (+$72.2M)
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
24% more funds holding
Funds holding: 21 → 26 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$63.8M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$24.4M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$16.8M |
| 4 |
WOA
Water Oak Advisors
Winter Park,
Florida
|
+$5.07M |
| 5 |
Jane Street
New York
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$16.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$15.5M |
| 3 |
PRC
Platte River Capital
Denver,
Colorado
|
-$254K |
| 4 |
LPL Financial
San Diego,
California
|
-$221K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$190K |
HEEM Hedge Fund Activity: Q3 2015 in Review
26 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q3 2015, worth a combined $148M — up 95% from $75.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HEEM positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Wharton Business Group, opening a new position worth an estimated $63.8M. The largest seller was Janney Capital Management, cutting an estimated $16.9M.
- 26 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q3 2015, up from 21 in Q2 2015.
- Funds reported $148M of iShares Currency Hedged MSCI Emerging Markets stock for Q3 2015, up 95% quarter-over-quarter.
- 9 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q3 2015 and 3 closed out, a net change of +6 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q3 2015 was Wharton Business Group, an estimated $63.8M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q3 2015 was Janney Capital Management, an estimated $16.9M sold.
Based on aggregated 13F filings for Q3 2015.