iShares Currency Hedged MSCI Emerging Markets
HEEM
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.
2.11% more ownership
Funds ownership: 38.29% → 40.4% (+2.1%)
1% more capital invested
Capital invested by funds: $52.6M → $53.1M (+$538K)
5% less funds holding
Funds holding: 37 → 35 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$2.01M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$791K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$517K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$438K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$3.48M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$431K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$361K |
| 4 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
-$258K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$229K |
HEEM Hedge Fund Activity: Q2 2023 in Review
35 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2023, worth a combined $53.1M — up 1% from $52.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HEEM and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 7 added.
The largest buyer was TIAA FSB, adding an estimated $2.01M. The largest seller was Wharton Business Group, cutting an estimated $3.48M.
- 35 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2023, down from 37 in Q1 2023.
- Funds reported $53.1M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2023, up 1% quarter-over-quarter.
- 4 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2023 and 6 closed out, a net change of -2 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2023 was TIAA FSB, an estimated $2.01M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2023 was Wharton Business Group, an estimated $3.48M sold.
Based on aggregated 13F filings for Q2 2023.