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 10 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
289% more capital invested
Capital invested by funds: $38M → $148M (+$110M)
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
53.46% more ownership
Funds ownership: 19.9% → 73.37% (+53%)
30% more funds holding
Funds holding: 20 → 26 (+6)
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 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$17.5M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$16.8M |
| 5 |
WOA
Water Oak Advisors
Winter Park,
Florida
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$15.5M |
| 2 |
PRC
Platte River Capital
Denver,
Colorado
|
-$254K |
| 3 |
LPL Financial
San Diego,
California
|
-$221K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$190K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$118K |
HEEM Hedge Fund Activity: Q3 2015 in Review
26 of the 3,583 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 289% from $38M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HEEM positions and 3 closed out — a net gain of 7 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Wharton Business Group, opening a new position worth an estimated $63.8M. The largest seller was Susquehanna International Group, cutting an estimated $15.5M.
- 26 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q3 2015, up from 20 in Q2 2015.
- Funds reported $148M of iShares Currency Hedged MSCI Emerging Markets stock for Q3 2015, up 289% quarter-over-quarter.
- 10 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q3 2015 and 3 closed out, a net change of +7 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 Susquehanna International Group, an estimated $15.5M sold.
Based on aggregated 13F filings for Q3 2015.