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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

37 hedge funds and large institutions have $52.6M invested in iShares Currency Hedged MSCI Emerging Markets in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
$6.01M
2
Wells Fargo
Wells Fargo
California
$5.39M
3
OMC
Old Mission Capital
Illinois
$667K
4
AAS
Avantax Advisory Services
Texas
$1.56M
5
UBS Group
UBS Group
Switzerland
$1.79M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
2
Jane Street
Jane Street
New York
$0
3
FA
Forefront Analytics
Pennsylvania
$2.19M
4
LWP
Laurel Wealth Planning
Minnesota
$523K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$8.68M -$39.9K -1,661 -0.5%
Bank of America
2
Bank of America
North Carolina
$8.03M +$60.4K +2,511 +0.8%
TF
3
TIAA FSB
Florida
$6.01M +$6.01M +249,972 New
Wells Fargo
4
Wells Fargo
California
$5.39M +$606K +25,218 +13%
WBG
5
Wharton Business Group
Pennsylvania
$4.45M – – –
Morgan Stanley
6
Morgan Stanley
New York
$3.55M -$211K -8,774 -6%
FA
7
Forefront Analytics
Pennsylvania
$2.19M -$420K -17,463 -16%
UBS Group
8
UBS Group
Switzerland
$1.79M +$218K +9,088 +14%
AAS
9
Avantax Advisory Services
Texas
$1.56M +$280K +11,627 +22%
William Blair & Company
10
William Blair & Company
Illinois
$1.52M +$50K +2,081 +3%
AWM
11
AE Wealth Management
Kansas
$1.51M -$158K -6,580 -9%
LPL Financial
12
LPL Financial
California
$1.48M +$53.1K +2,208 +4%
SC
13
Savant Capital
Illinois
$1.17M – – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$705K -$203K -8,435 -22%
OMC
15
Old Mission Capital
Illinois
$667K +$454K +18,902 +213%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$616K -$336K -13,957 -35%
LWP
17
Laurel Wealth Planning
Minnesota
$523K -$357K -14,861 -41%
RJA
18
Raymond James & Associates
Florida
$361K – – –
RFN
19
Redwood Financial Network
Ohio
$330K -$248K -10,329 -43%
CCFM
20
Clear Creek Financial Management
Washington
$329K +$1.52K +63 +0.5%
EWM
21
Endowment Wealth Management
Wisconsin
$258K -$11.3K -469 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$255K -$57.4K -2,389 -18%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$252K – – –
PG
24
Patten Group
Tennessee
$242K – – –
CTA
25
Colonial Trust Advisors
South Carolina
$174K -$17.7K -738 -9%
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