We are live on ! Find out more
HEEM icon

iShares Currency Hedged MSCI Emerging Markets

35 hedge funds and large institutions have $82.3M invested in iShares Currency Hedged MSCI Emerging Markets in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

7% more capital invested

Capital invested by funds: $76.9M → $82.3M (+$5.39M)

6% more funds holding

Funds holding: 3335 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.85% less ownership

Funds ownership: 41.13%40.29% (-0.85%)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Forefront Analytics
Pennsylvania
$16.4M +$5.39M +176,529 +47%
CCM
2
Coldstream Capital Management
Washington
$14M +$140K +4,599 +1%
Bank of America
3
Bank of America
North Carolina
$12M +$37.6K +1,232 +0.3%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$10.1M +$1.26M +41,329 +14%
WBG
5
Wharton Business Group
Pennsylvania
$5.48M
Morgan Stanley
6
Morgan Stanley
New York
$2.98M +$686K +22,472 +29%
William Blair & Company
7
William Blair & Company
Illinois
$2.91M -$702 -23 -0%
AWM
8
AE Wealth Management
Kansas
$2.89M +$57.9K +1,896 +2%
LWP
9
Laurel Wealth Planning
Minnesota
$2.32M -$600K -19,631 -20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.9M +$456K +14,943 +30%
RJA
11
Raymond James & Associates
Florida
$1.81M +$403K +13,196 +27%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$1.41M +46,247 +2,102%
Wells Fargo
13
Wells Fargo
California
$1.28M -$15.3K -502 -1%
EH
14
Equitable Holdings
New York
$1.07M -$18.8K -614 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.03M +$6.9K +226 +0.7%
AAS
16
Avantax Advisory Services
Texas
$591K +$274K +8,968 +82%
LPL Financial
17
LPL Financial
California
$455K -$2.99K -98 -0.6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$430K -$23.4K -766 -5%
Northern Trust
19
Northern Trust
Illinois
$415K -$1.4M -45,796 -77%
CCFM
20
Clear Creek Financial Management
Washington
$405K -$5.68K -186 -1%
CTA
21
Colonial Trust Advisors
South Carolina
$387K -$407K -13,326 -51%
BF
22
BOK Financial
Oklahoma
$382K -$3.88K -127 -1%
CG
23
Colony Group
Massachusetts
$340K -$1.83K -60 -0.5%
PG
24
Patten Group
Tennessee
$295K -$84.8K -2,777 -22%
HighTower Advisors
25
HighTower Advisors
Illinois
$253K

HEEM Hedge Fund Activity: Q4 2021 in Review

35 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q4 2021, worth a combined $82.3M — up 7% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HEEM positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Forefront Analytics, adding an estimated $5.39M. The largest seller was Jane Street, exiting entirely with an estimated $1.51M sold.

  • 35 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q4 2021, up from 33 in Q3 2021.
  • Funds reported $82.3M of iShares Currency Hedged MSCI Emerging Markets stock for Q4 2021, up 7% quarter-over-quarter.
  • 3 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q4 2021 and 1 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q4 2021 was Forefront Analytics, an estimated $5.39M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q4 2021 was Jane Street, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2021.