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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
12
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$4.57M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
$10.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.17M
4
UBS Group
UBS Group
Switzerland
$1.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$298K

Top Sellers

1
FA
Forefront Analytics
Pennsylvania
$2.49M
2
Jane Street
Jane Street
New York
$1.4M
3
Bank of America
Bank of America
North Carolina
$7.6M
4
Morgan Stanley
Morgan Stanley
New York
$3.59M
5
OMC
Old Mission Capital
Illinois
$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$10.4M +$2.37M +103,320 +29%
CCM
2
Coldstream Capital Management
Washington
$8.32M +$8.32M +362,547 New
Bank of America
3
Bank of America
North Carolina
$7.6M -$1.14M -49,827 -13%
Wells Fargo
4
Wells Fargo
California
$4.57M +$3.66M +159,752 +406%
WBG
5
Wharton Business Group
Pennsylvania
$4.25M – – –
Morgan Stanley
6
Morgan Stanley
New York
$3.59M -$996K -43,406 -22%
FA
7
Forefront Analytics
Pennsylvania
$2.49M -$4.93M -214,818 -66%
AWM
8
AE Wealth Management
Kansas
$1.59M -$97.4K -4,245 -6%
UBS Group
9
UBS Group
Switzerland
$1.5M +$359K +15,658 +32%
William Blair & Company
10
William Blair & Company
Illinois
$1.4M +$102K +4,452 +8%
Jane Street
11
Jane Street
New York
$1.4M -$2.04M -89,136 -59%
LPL Financial
12
LPL Financial
California
$1.36M +$224K +9,782 +20%
AAS
13
Avantax Advisory Services
Texas
$1.22M +$55.6K +2,422 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.17M +$736K +32,082 +169%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$907K +$99.1K +4,325 +12%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$867K -$382K -16,660 -31%
LWP
17
Laurel Wealth Planning
Minnesota
$840K -$103K -4,477 -11%
RFN
18
Redwood Financial Network
Ohio
$552K -$152K -6,646 -22%
RJA
19
Raymond James & Associates
Florida
$345K -$64.1K -2,795 -16%
CCFM
20
Clear Creek Financial Management
Washington
$313K +$7.91K +345 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$298K +$298K +13,006 New
BF
22
BOK Financial
Oklahoma
$293K -$3.17K -138 -1%
EWM
23
Endowment Wealth Management
Wisconsin
$257K +$257K +11,216 New
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$240K +$642 +28 +0.3%
PG
25
Patten Group
Tennessee
$231K -$1.03K -45 -0.4%
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