iShares Currency Hedged MSCI Emerging Markets
HEEM
37 hedge funds and large institutions have $56.9M invested in iShares Currency Hedged MSCI Emerging Markets in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.
9% more capital invested
Capital invested by funds: $52.2M → $56.9M (+$4.7M)
6.81% more ownership
Funds ownership: 35% → 41.81% (+6.8%)
3% less funds holding
Funds holding: 38 → 37 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.77M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$2.44M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$1.15M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$757K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$5.07M |
| 2 |
Jane Street
New York
|
-$2.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.18M |
| 4 |
Morgan Stanley
New York
|
-$1.02M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$888K |
HEEM Hedge Fund Activity: Q4 2022 in Review
37 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q4 2022, worth a combined $56.9M — up 9% from $52.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HEEM and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.
The largest buyer was Wells Fargo, adding an estimated $3.77M. The largest seller was Forefront Analytics, cutting an estimated $5.07M.
- 37 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q4 2022, down from 38 in Q3 2022.
- Funds reported $56.9M of iShares Currency Hedged MSCI Emerging Markets stock for Q4 2022, up 9% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q4 2022 and 7 closed out, a net change of -1 holder.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q4 2022 was Wells Fargo, an estimated $3.77M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q4 2022 was Forefront Analytics, an estimated $5.07M sold.
Based on aggregated 13F filings for Q4 2022.