iShares Currency Hedged MSCI Emerging Markets
HEEM
37 hedge funds and large institutions have $58.3M invested in iShares Currency Hedged MSCI Emerging Markets in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $53.1M → $58.3M (+$5.18M)
6% more funds holding
Funds holding: 35 → 37 (+2)
4.45% more ownership
Funds ownership: 40.4% → 44.85% (+4.5%)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$1.01M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$740K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$464K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$353K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$316K |
| 3 |
RFN
Redwood Financial Network
Solon,
Ohio
|
-$222K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$176K |
| 5 |
CTA
Colonial Trust Advisors
Spartanburg,
South Carolina
|
-$174K |
HEEM Hedge Fund Activity: Q3 2023 in Review
37 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q3 2023, worth a combined $58.3M — up 9.7% from $53.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HEEM positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.23M. The largest seller was UBS Group, cutting an estimated $1M.
- 37 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q3 2023, up from 35 in Q2 2023.
- Funds reported $58.3M of iShares Currency Hedged MSCI Emerging Markets stock for Q3 2023, up 9.7% quarter-over-quarter.
- 8 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q3 2023 and 5 closed out, a net change of +3 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q3 2023 was Citadel Advisors, an estimated $1.23M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q3 2023 was UBS Group, an estimated $1M sold.
Based on aggregated 13F filings for Q3 2023.