iShares Currency Hedged MSCI Emerging Markets
HEEM
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.
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: 33 → 35 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$5.39M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.41M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$1.26M |
| 4 |
Morgan Stanley
New York
|
+$686K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.51M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.4M |
| 3 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$600K |
| 4 |
CTA
Colonial Trust Advisors
Spartanburg,
South Carolina
|
-$407K |
| 5 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$84.8K |
HEEM Hedge Fund Activity: Q4 2021 in Review
35 of the 6,518 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.