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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

35 hedge funds and large institutions have $53.1M invested in iShares Currency Hedged MSCI Emerging Markets in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
$8.18M
2
FTUS
Flow Traders U.S.
New York
$806K
3
AWM
AE Wealth Management
Kansas
$2.07M
4
UBS Group
UBS Group
Switzerland
$2.27M
5
OMC
Old Mission Capital
Illinois
$884K

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
$996K
2
FA
Forefront Analytics
Pennsylvania
$1.8M
3
RJA
Raymond James & Associates
Florida
$0
4
EWM
Endowment Wealth Management
Wisconsin
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$8.64M -$216K -8,794 -2%
Bank of America
2
Bank of America
North Carolina
$8.26M +$63.1K +2,571 +0.8%
TF
3
TIAA FSB
Florida
$8.18M +$2.05M +83,557 +33%
Wells Fargo
4
Wells Fargo
California
$5.35M -$155K -6,335 -3%
Morgan Stanley
5
Morgan Stanley
New York
$3.55M -$73.6K -3,000 -2%
UBS Group
6
UBS Group
Switzerland
$2.27M +$446K +18,179 +24%
AWM
7
AE Wealth Management
Kansas
$2.07M +$527K +21,490 +34%
FA
8
Forefront Analytics
Pennsylvania
$1.8M -$439K -17,886 -20%
AAS
9
Avantax Advisory Services
Texas
$1.7M +$113K +4,588 +7%
LPL Financial
10
LPL Financial
California
$1.48M -$32.8K -1,336 -2%
William Blair & Company
11
William Blair & Company
Illinois
$1.45M -$98.9K -4,030 -6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.26M -$102K -4,165 -7%
SC
13
Savant Capital
Illinois
$1.19M – – –
WBG
14
Wharton Business Group
Pennsylvania
$996K -$3.55M -144,605 -78%
OMC
15
Old Mission Capital
Illinois
$884K +$203K +8,272 +30%
FTUS
16
Flow Traders U.S.
New York
$806K +$806K +32,857 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$487K -$234K -9,519 -32%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$476K -$152K -6,186 -24%
LWP
19
Laurel Wealth Planning
Minnesota
$400K -$135K -5,488 -25%
CCFM
20
Clear Creek Financial Management
Washington
$336K – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$261K – – –
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$257K – – –
PG
23
Patten Group
Tennessee
$245K -$2.33K -95 -0.9%
RFN
24
Redwood Financial Network
Ohio
$222K -$115K -4,681 -34%
CTA
25
Colonial Trust Advisors
South Carolina
$178K – – –
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