iShares Currency Hedged MSCI Emerging Markets
HEEM
39 hedge funds and large institutions have $67.2M invested in iShares Currency Hedged MSCI Emerging Markets in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more funds holding
Funds holding: 36 → 39 (+3)
4% more capital invested
Capital invested by funds: $64.3M → $67.2M (+$2.86M)
2.85% less ownership
Funds ownership: 44.01% → 41.16% (-2.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
63% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$1.88M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.51M |
| 3 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$1.44M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$432K |
| 5 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$3.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.66M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$1.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.38M |
| 5 |
Morgan Stanley
New York
|
-$669K |
HEEM Hedge Fund Activity: Q2 2020 in Review
39 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2020, worth a combined $67.2M — up 4.5% from $64.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HEEM positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 16 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $1.88M. The largest seller was Coldstream Capital Management, cutting an estimated $3.73M.
- 39 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2020, up from 36 in Q1 2020.
- Funds reported $67.2M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2020, up 4.5% quarter-over-quarter.
- 8 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2020 and 5 closed out, a net change of +3 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2020 was Migdal Insurance & Financial Holdings, an estimated $1.88M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2020 was Coldstream Capital Management, an estimated $3.73M sold.
Based on aggregated 13F filings for Q2 2020.