iShares Currency Hedged MSCI Emerging Markets
HEEM
33 hedge funds and large institutions have $77.7M invested in iShares Currency Hedged MSCI Emerging Markets in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 5 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
9% more capital invested
Capital invested by funds: $71.2M → $77.7M (+$6.48M)
0.92% more ownership
Funds ownership: 39.52% → 40.44% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 35 → 33 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$1.51M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$923K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$623K |
| 4 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$397K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$6.66M |
| 2 |
Jane Street
New York
|
-$841K |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$471K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$466K |
| 5 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$407K |
HEEM Hedge Fund Activity: Q4 2020 in Review
33 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q4 2020, worth a combined $77.7M — up 9.1% from $71.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HEEM and 4 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 14 added.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $1.51M. The largest seller was Wharton Business Group, cutting an estimated $6.66M.
- 33 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q4 2020, down from 35 in Q3 2020.
- Funds reported $77.7M of iShares Currency Hedged MSCI Emerging Markets stock for Q4 2020, up 9.1% quarter-over-quarter.
- 4 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q4 2020 and 5 closed out, a net change of -1 holder.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q4 2020 was Migdal Insurance & Financial Holdings, an estimated $1.51M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q4 2020 was Wharton Business Group, an estimated $6.66M sold.
Based on aggregated 13F filings for Q4 2020.