iShares Currency Hedged MSCI Emerging Markets
HEEM
35 hedge funds and large institutions have $66.7M invested in iShares Currency Hedged MSCI Emerging Markets in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.59% less ownership
Funds ownership: 48.42% → 42.83% (-5.6%)
8% less funds holding
Funds holding: 38 → 35 (-3)
29% less capital invested
Capital invested by funds: $93.8M → $66.7M (-$27M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
74% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.14M |
| 2 |
LPL Financial
San Diego,
California
|
+$778K |
| 3 |
Morgan Stanley
New York
|
+$762K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$522K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$11.8M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$6.09M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$3.84M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.74M |
| 5 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$824K |
HEEM Hedge Fund Activity: Q2 2022 in Review
35 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2022, worth a combined $66.7M — down 29% from $93.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HEEM and 3 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 5 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.14M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $11.8M sold.
- 35 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2022, down from 38 in Q1 2022.
- Funds reported $66.7M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2022, down 29% quarter-over-quarter.
- 3 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2022 and 6 closed out, a net change of -3 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2022 was Old Mission Capital, an estimated $4.14M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2022 was Venturi Wealth Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q2 2022.