iShares Currency Hedged MSCI Emerging Markets
HEEM
33 hedge funds and large institutions have $76.9M invested in iShares Currency Hedged MSCI Emerging Markets in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
1.44% more ownership
Funds ownership: 39.69% → 41.13% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 34 → 33 (-1)
12% less capital invested
Capital invested by funds: $87.6M → $76.9M (-$10.7M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$1.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$903K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$736K |
| 4 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$683K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.86M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$912K |
| 3 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$421K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$207K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$189K |
HEEM Hedge Fund Activity: Q3 2021 in Review
33 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q3 2021, worth a combined $76.9M — down 12% from $87.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HEEM and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 12 added.
The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $1.34M. The largest seller was Ameriprise, exiting entirely with an estimated $6.86M sold.
- 33 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q3 2021, down from 34 in Q2 2021.
- Funds reported $76.9M of iShares Currency Hedged MSCI Emerging Markets stock for Q3 2021, down 12% quarter-over-quarter.
- 3 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q3 2021 and 4 closed out, a net change of -1 holder.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $1.34M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q3 2021 was Ameriprise, an estimated $6.86M sold.
Based on aggregated 13F filings for Q3 2021.