iShares Currency Hedged MSCI Emerging Markets
HEEM
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.
5% more capital invested
Capital invested by funds: $83.8M → $87.6M (+$3.81M)
0.54% more ownership
Funds ownership: 39.16% → 39.69% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
3% less funds holding
Funds holding: 35 → 34 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$2.69M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$992K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$797K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$488K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$450K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.29M |
| 2 |
Jane Street
New York
|
-$842K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$325K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$211K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$202K |
HEEM Hedge Fund Activity: Q2 2021 in Review
34 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2021, worth a combined $87.6M — up 4.5% from $83.8M a quarter earlier.
Fund positioning in HEEM was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 12 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $2.69M. The largest seller was Morgan Stanley, cutting an estimated $2.29M.
- 34 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2021, down from 35 in Q1 2021.
- Funds reported $87.6M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2021, up 4.5% quarter-over-quarter.
- 3 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2021 and 3 closed out, a net change of 0 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $2.69M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2021 was Morgan Stanley, an estimated $2.29M sold.
Based on aggregated 13F filings for Q2 2021.