HEEM icon

iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.19M
2
CWP
Concord Wealth Partners
Virginia
+$978K
3
OMC
Old Mission Capital
Illinois
+$717K
4
AWM
AE Wealth Management
Kansas
+$450K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$342K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$973K
2
FTUS
Flow Traders U.S.
New York
-$306K
3
RFN
Redwood Financial Network
Ohio
-$222K
4
Wells Fargo
Wells Fargo
California
-$170K
5
CTA
Colonial Trust Advisors
South Carolina
-$169K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$9.16M +$9.16M +387,654 New
Bank of America
2
Bank of America
North Carolina
$8.27M +$317K +13,419 +4%
CCM
3
Coldstream Capital Management
Washington
$8.23M -$90.3K -3,820 -1%
Wells Fargo
4
Wells Fargo
California
$4.98M -$170K -7,208 -3%
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$3.7M +$3.7M +156,500 New
Morgan Stanley
6
Morgan Stanley
New York
$3.51M +$87.9K +3,720 +3%
AWM
7
AE Wealth Management
Kansas
$2.44M +$450K +19,039 +23%
AAS
8
Avantax Advisory Services
Texas
$1.74M +$98K +4,146 +6%
FA
9
Forefront Analytics
Pennsylvania
$1.62M -$116K -4,916 -7%
OMC
10
Old Mission Capital
Illinois
$1.57M +$717K +30,348 +84%
LPL Financial
11
LPL Financial
California
$1.48M +$54.5K +2,305 +4%
William Blair & Company
12
William Blair & Company
Illinois
$1.24M -$159K -6,727 -11%
UBS Group
13
UBS Group
Switzerland
$1.22M -$973K -41,160 -44%
Citadel Advisors
14
Citadel Advisors
Florida
$1.19M +$1.19M +50,512 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.19M -$24.5K -1,036 -2%
SC
16
Savant Capital
Illinois
$1.16M +$5.77K +244 +0.5%
CWP
17
Concord Wealth Partners
Virginia
$978K +$978K +41,387 New
WBG
18
Wharton Business Group
Pennsylvania
$960K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$565K +$106K +4,468 +23%
FTUS
20
Flow Traders U.S.
New York
$470K -$306K -12,956 -39%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$399K -$69.6K -2,946 -15%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$342K +$342K +14,477 New
CCFM
23
Clear Creek Financial Management
Washington
$316K -$8.04K -340 -2%
Jane Street
24
Jane Street
New York
$301K +$301K +12,712 New
LWP
25
Laurel Wealth Planning
Minnesota
$257K -$128K -5,406 -33%
1
2