iShares Currency Hedged MSCI Emerging Markets
HEEM
43 hedge funds and large institutions have $110M invested in iShares Currency Hedged MSCI Emerging Markets in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
0% more funds holding
Funds holding: 43 → 43 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
25.65% less ownership
Funds ownership: 74.89% → 49.24% (-26%)
44% less capital invested
Capital invested by funds: $197M → $110M (-$86.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$5.86M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.01M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$1.13M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$47.6M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$45.5M |
| 3 |
Morgan Stanley
New York
|
-$2.27M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.79M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$993K |
HEEM Hedge Fund Activity: Q2 2019 in Review
43 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2019, worth a combined $110M — down 44% from $197M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEEM positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Forefront Analytics, adding an estimated $5.86M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $47.6M.
- 43 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $110M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2019, down 44% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2019 and 4 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2019 was Forefront Analytics, an estimated $5.86M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2019 was Migdal Insurance & Financial Holdings, an estimated $47.6M sold.
Based on aggregated 13F filings for Q2 2019.