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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

39 hedge funds and large institutions have $308M invested in iShares Currency Hedged MSCI Emerging Markets in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
5
Increased
15
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$167M
2
JCM
Janney Capital Management
Pennsylvania
$44.4M
3
SFP
Shepherd Financial Partners
Massachusetts
$10.5M
4
FCH
Freestone Capital Holdings
Washington
$5.89M
5
FTUS
Flow Traders U.S.
New York
$789K

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$561K
2
AIP
Almanack Investment Partners
Pennsylvania
$0
3
ACM
Aviance Capital Management
Florida
$4.15M
4
UCFA
United Capital Financial Advisors
Texas
$266K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$167M +$64.7M +2,509,788 +64%
JCM
2
Janney Capital Management
Pennsylvania
$44.4M +$18.8M +730,040 +74%
WBG
3
Wharton Business Group
Pennsylvania
$23.2M – – –
CCM
4
Coldstream Capital Management
Washington
$21M +$106K +4,120 +0.5%
Bank of America
5
Bank of America
North Carolina
$12.1M +$704K +27,314 +6%
SFP
6
Shepherd Financial Partners
Massachusetts
$10.5M +$4.45M +168,725 +73%
FCH
7
Freestone Capital Holdings
Washington
$5.89M +$2.5M +97,087 +74%
ACM
8
Aviance Capital Management
Florida
$4.15M -$212K -8,215 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.17M -$87.5K -3,392 -3%
Wells Fargo
10
Wells Fargo
California
$2.94M -$11.2K -435 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$2.53M +$419K +16,237 +20%
Northern Trust
12
Northern Trust
Illinois
$2.04M +$77.3K +2,997 +4%
RCWMU
13
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.43M – – –
GFPC
14
Global Financial Private Capital
Florida
$1.19M +$182K +7,068 +18%
RJA
15
Raymond James & Associates
Florida
$869K +$310K +12,010 +55%
FTUS
16
Flow Traders U.S.
New York
$789K +$789K +30,609 New
LPL Financial
17
LPL Financial
California
$775K +$36.8K +1,426 +5%
UBS Group
18
UBS Group
Switzerland
$650K -$12.8K -495 -2%
Prudential Financial
19
Prudential Financial
New Jersey
$561K -$1.52M -58,740 -73%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$436K +$140K +5,455 +47%
SC
21
Scotia Capital
Ontario, Canada
$384K +$13.9K +540 +4%
Jane Street
22
Jane Street
New York
$373K -$74.7K -2,899 -17%
UCFA
23
United Capital Financial Advisors
Texas
$266K -$132K -5,142 -33%
OMC
24
Old Mission Capital
Illinois
$256K +$256K +9,934 New
AWM
25
AE Wealth Management
Kansas
$246K +$246K +9,545 New
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