iShares Currency Hedged MSCI Emerging Markets
HEEM
31 hedge funds and large institutions have $93.9M invested in iShares Currency Hedged MSCI Emerging Markets in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 9 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
3% less funds holding
Funds holding: 32 → 31 (-1)
5.86% less ownership
Funds ownership: 57.53% → 51.67% (-5.9%)
17% less capital invested
Capital invested by funds: $114M → $93.9M (-$19.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.86M |
| 2 |
RCWMU
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
+$1.13M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$543K |
| 4 |
BlackRock
New York
|
+$469K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$9.97M |
| 2 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
-$4.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.31M |
| 4 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$1.25M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$846K |
HEEM Hedge Fund Activity: Q2 2016 in Review
31 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2016, worth a combined $93.9M — down 17% from $114M a quarter earlier.
Fund positioning in HEEM was balanced in Q2 2016: 9 funds opened new positions, 9 closed out, 11 added to existing stakes and 9 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $1.86M. The largest seller was Wharton Business Group, cutting an estimated $9.97M.
- 31 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2016, down from 32 in Q1 2016.
- Funds reported $93.9M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2016, down 17% quarter-over-quarter.
- 9 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2016 and 9 closed out, a net change of 0 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2016 was United Capital Financial Advisors, an estimated $1.86M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2016 was Wharton Business Group, an estimated $9.97M sold.
Based on aggregated 13F filings for Q2 2016.