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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

34 hedge funds and large institutions have $87.6M invested in iShares Currency Hedged MSCI Emerging Markets in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
11
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$8.46M
2
Ameriprise
Ameriprise
Minnesota
$6.86M
3
Bank of America
Bank of America
North Carolina
$12.4M
4
AWM
AE Wealth Management
Kansas
$2.38M
5
CCFM
Clear Creek Financial Management
Washington
$457K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.64M
2
Jane Street
Jane Street
New York
$1.08M
3
Northern Trust
Northern Trust
Illinois
$1.98M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$100K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$14.8M -$49.1K -1,484 -0.3%
Bank of America
2
Bank of America
North Carolina
$12.4M +$810K +24,514 +7%
FA
3
Forefront Analytics
Pennsylvania
$11.8M +$310K +9,389 +3%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$8.46M +$2.73M +82,665 +48%
Ameriprise
5
Ameriprise
Minnesota
$6.86M +$1.01M +30,533 +17%
WBG
6
Wharton Business Group
Pennsylvania
$6.12M – – –
William Blair & Company
7
William Blair & Company
Illinois
$3.25M – – –
LWP
8
Laurel Wealth Planning
Minnesota
$3.21M +$109K +3,291 +4%
Morgan Stanley
9
Morgan Stanley
New York
$2.64M -$2.33M -70,556 -47%
RJA
10
Raymond James & Associates
Florida
$2.55M -$49.2K -1,489 -2%
AWM
11
AE Wealth Management
Kansas
$2.38M +$497K +15,025 +26%
Northern Trust
12
Northern Trust
Illinois
$1.98M -$330K -9,994 -14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.47M -$33.5K -1,013 -2%
Wells Fargo
14
Wells Fargo
California
$1.45M +$59.6K +1,803 +4%
EH
15
Equitable Holdings
New York
$1.23M -$38.2K -1,157 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.15M +$125K +3,790 +12%
Jane Street
17
Jane Street
New York
$1.08M -$857K -25,915 -44%
CTA
18
Colonial Trust Advisors
South Carolina
$871K -$40.6K -1,229 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$476K +$27K +817 +6%
CCFM
20
Clear Creek Financial Management
Washington
$457K +$457K +13,833 New
PG
21
Patten Group
Tennessee
$421K +$44.6K +1,350 +12%
PWM
22
PRW Wealth Management
Massachusetts
$421K +$421K +12,736 New
LPL Financial
23
LPL Financial
California
$412K -$86.3K -2,612 -17%
CG
24
Colony Group
Massachusetts
$383K -$19.4K -587 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$293K -$190K -5,747 -39%
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