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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

34 hedge funds and large institutions have $194M invested in iShares Currency Hedged MSCI Emerging Markets in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
11
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
$23.1M
2
ACM
Aviance Capital Management
Florida
$4.29M
3
Jane Street
Jane Street
New York
$1.08M
4
Bank of America
Bank of America
North Carolina
$9.81M
5
Morgan Stanley
Morgan Stanley
New York
$3.28M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$89.3M
2
AIP
Almanack Investment Partners
Pennsylvania
$0
3
UCFA
United Capital Financial Advisors
Texas
$592K
4
FTUS
Flow Traders U.S.
New York
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$457K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$89.3M -$10.1M -445,655 -10%
JCM
2
Janney Capital Management
Pennsylvania
$23.1M +$9.02M +396,220 +64%
WBG
3
Wharton Business Group
Pennsylvania
$20.5M -$646K -28,370 -3%
CCM
4
Coldstream Capital Management
Washington
$18M -$164K -7,223 -0.9%
Bank of America
5
Bank of America
North Carolina
$9.81M +$992K +43,575 +11%
IDBONY
6
Israel Discount Bank of New York
New York
$6.79M +$401K +17,605 +6%
SFP
7
Shepherd Financial Partners
Massachusetts
$4.81M +$568K +24,861 +13%
ACM
8
Aviance Capital Management
Florida
$4.29M +$4.29M +188,318 New
Morgan Stanley
9
Morgan Stanley
New York
$3.28M +$823K +36,138 +33%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.85M -$61.6K -2,707 -2%
Wells Fargo
11
Wells Fargo
California
$2.64M -$598K -26,273 -18%
Northern Trust
12
Northern Trust
Illinois
$1.73M +$316K +13,870 +22%
RCWMU
13
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.26M – – –
Jane Street
14
Jane Street
New York
$1.08M +$1.08M +47,541 New
GFPC
15
Global Financial Private Capital
Florida
$904K +$904K +39,731 New
UBS Group
16
UBS Group
Switzerland
$599K +$70.4K +3,094 +13%
UCFA
17
United Capital Financial Advisors
Texas
$592K -$1.28M -56,441 -68%
LPL Financial
18
LPL Financial
California
$537K +$188K +8,201 +54%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$457K -$1.18M -51,943 -72%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$348K +$348K +15,284 New
RJA
21
Raymond James & Associates
Florida
$318K +$318K +13,975 New
Citigroup
22
Citigroup
New York
$264K – – –
V
23
Veritable
Delaware
$251K +$251K +11,027 New
VKH
24
Virtu KCG Holdings
New York
$241K +$241K +10,575 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$235K +$15.8K +693 +7%
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