iShares Currency Hedged MSCI Emerging Markets
HEEM
35 hedge funds and large institutions have $83.8M invested in iShares Currency Hedged MSCI Emerging Markets in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $77.7M → $83.8M (+$6.17M)
6% more funds holding
Funds holding: 33 → 35 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.28% less ownership
Funds ownership: 40.44% → 39.16% (-1.3%)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.58M |
| 2 |
Morgan Stanley
New York
|
+$2.57M |
| 3 |
Jane Street
New York
|
+$985K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$663K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$656K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$2.4M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.1M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$792K |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$658K |
| 5 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$367K |
HEEM Hedge Fund Activity: Q1 2021 in Review
35 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q1 2021, worth a combined $83.8M — up 7.9% from $77.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEEM positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 16 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $2.58M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $2.4M.
- 35 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q1 2021, up from 33 in Q4 2020.
- Funds reported $83.8M of iShares Currency Hedged MSCI Emerging Markets stock for Q1 2021, up 7.9% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q1 2021 and 4 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q1 2021 was Raymond James & Associates, an estimated $2.58M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q1 2021 was Migdal Insurance & Financial Holdings, an estimated $2.4M sold.
Based on aggregated 13F filings for Q1 2021.