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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

38 hedge funds and large institutions have $324M invested in iShares Currency Hedged MSCI Emerging Markets in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
13
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$6.89M
2
CCM
Coldstream Capital Management
Washington
$23.8M
3
Bank of America
Bank of America
North Carolina
$14.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.5M
5
Jane Street
Jane Street
New York
$1.03M

Top Sellers

1
FCH
Freestone Capital Holdings
Washington
$0
2
WBG
Wharton Business Group
Pennsylvania
$18.9M
3
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$0
4
JCM
Janney Capital Management
Pennsylvania
$44.6M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$174M -$44.2K -1,644 -0%
JCM
2
Janney Capital Management
Pennsylvania
$44.6M -$1.03M -38,896 -2%
CCM
3
Coldstream Capital Management
Washington
$23.8M +$2.25M +84,934 +10%
WBG
4
Wharton Business Group
Pennsylvania
$18.9M -$4.93M -186,200 -21%
Bank of America
5
Bank of America
North Carolina
$14.5M +$2.02M +76,213 +16%
SFP
6
Shepherd Financial Partners
Massachusetts
$10.8M +$201K +7,573 +2%
Wells Fargo
7
Wells Fargo
California
$6.89M +$3.87M +146,107 +128%
FA
8
Forefront Analytics
Pennsylvania
$6.6M +$6.6M +249,209 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.5M +$1.25M +47,046 +38%
ACM
10
Aviance Capital Management
Florida
$3.59M -$666K -25,136 -16%
Morgan Stanley
11
Morgan Stanley
New York
$3.22M +$617K +23,268 +24%
Northern Trust
12
Northern Trust
Illinois
$2.09M – – –
FF
13
Fluent Financial
Texas
$1.52M +$1.52M +55,177 New
GFPC
14
Global Financial Private Capital
Florida
$1.08M -$143K -5,415 -12%
Jane Street
15
Jane Street
New York
$1.03M +$644K +24,325 +168%
RJA
16
Raymond James & Associates
Florida
$1M +$109K +4,119 +12%
LPL Financial
17
LPL Financial
California
$816K +$19.5K +735 +2%
UBS Group
18
UBS Group
Switzerland
$709K +$40.1K +1,514 +6%
CCM
19
Crabel Capital Management
California
$544K +$544K +20,544 New
Barclays
20
Barclays
United Kingdom
$503K +$503K +18,996 New
SEI Investments
21
SEI Investments
Pennsylvania
$446K +$446K +16,816 New
AWM
22
AE Wealth Management
Kansas
$444K +$191K +7,198 +75%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$394K -$56.5K -2,131 -13%
SC
24
Scotia Capital
Ontario, Canada
$394K – – –
SS
25
Simplicity Solutions
Minnesota
$317K +$317K +11,975 New
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