HEEM icon

iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

38 hedge funds and large institutions have $93.8M invested in iShares Currency Hedged MSCI Emerging Markets in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
12
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
Venturi Wealth Management
Texas
$11.8M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$11.8M
3
Morgan Stanley
Morgan Stanley
New York
$4.78M
4
FTUS
Flow Traders U.S.
New York
$1.74M
5
SC
SouthState Corp
Florida
$381K

Top Sellers

1
RJA
Raymond James & Associates
Florida
$501K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$360K
3
Northern Trust
Northern Trust
Illinois
$0
4
SMA
Sage Mountain Advisors
Georgia
$0
5
LWP
Laurel Wealth Planning
Minnesota
$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1
Forefront Analytics
Pennsylvania
$15.3M +$68.5K +2,490 +0.4%
CCM
2
Coldstream Capital Management
Washington
$13.1M +$93.1K +3,386 +0.7%
VWM
3
Venturi Wealth Management
Texas
$11.8M +$11.8M +430,535 New
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$11.8M +$2.48M +90,315 +27%
Bank of America
5
Bank of America
North Carolina
$11.1M -$47.7K -1,734 -0.4%
WBG
6
Wharton Business Group
Pennsylvania
$5.09M – – –
Morgan Stanley
7
Morgan Stanley
New York
$4.78M +$2.02M +73,283 +73%
William Blair & Company
8
William Blair & Company
Illinois
$2.75M +$52K +1,891 +2%
AWM
9
AE Wealth Management
Kansas
$2.67M -$14.3K -520 -0.5%
LWP
10
Laurel Wealth Planning
Minnesota
$2.08M -$70.8K -2,572 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.82M +$51.4K +1,868 +3%
FTUS
12
Flow Traders U.S.
New York
$1.74M +$1.74M +63,115 New
Wells Fargo
13
Wells Fargo
California
$1.15M -$43.5K -1,582 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.03M +$73.5K +2,669 +8%
EH
15
Equitable Holdings
New York
$986K -$12.8K -464 -1%
RFN
16
Redwood Financial Network
Ohio
$896K +$896K +32,577 New
AAS
17
Avantax Advisory Services
Texas
$884K +$331K +11,966 +60%
RJA
18
Raymond James & Associates
Florida
$501K -$1.18M -43,009 -70%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$439K +$39.8K +1,447 +10%
LPL Financial
20
LPL Financial
California
$425K +$1.87K +68 +0.4%
SC
21
SouthState Corp
Florida
$381K +$381K +13,869 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$360K -$973K -35,365 -73%
CCFM
23
Clear Creek Financial Management
Washington
$358K -$18.6K -675 -5%
BF
24
BOK Financial
Oklahoma
$355K +$55 +2 +0%
CG
25
Colony Group
Massachusetts
$314K -$2.45K -89 -0.8%
1
2