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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

38 hedge funds and large institutions have $63.8M invested in iShares Currency Hedged MSCI Emerging Markets in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$11.6M
2
Morgan Stanley
Morgan Stanley
New York
$5.69M
3
Jane Street
Jane Street
New York
$1.39M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$756K
5
AWM
AE Wealth Management
Kansas
$2.8M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$652K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$95K
3
LPL Financial
LPL Financial
California
$1.08M
4
Citadel Advisors
Citadel Advisors
Florida
$928K
5
CCM
Coldstream Capital Management
Washington
$8.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$11.6M +$2.07M +84,013 +22%
Bank of America
2
Bank of America
North Carolina
$8.89M +$290K +11,806 +3%
CCM
3
Coldstream Capital Management
Washington
$8.27M -$289K -11,774 -3%
Morgan Stanley
4
Morgan Stanley
New York
$5.69M +$2.05M +83,264 +56%
Wells Fargo
5
Wells Fargo
California
$5.11M -$76.1K -3,098 -1%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$3.85M – – –
AWM
7
AE Wealth Management
Kansas
$2.8M +$317K +13,172 +13%
AAS
8
Avantax Advisory Services
Texas
$1.89M +$85.5K +3,478 +5%
FA
9
Forefront Analytics
Pennsylvania
$1.59M -$96.5K -3,927 -6%
UBS Group
10
UBS Group
Switzerland
$1.48M +$218K +8,860 +17%
Jane Street
11
Jane Street
New York
$1.39M +$1.08M +43,927 +346%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.29M +$47K +1,911 +4%
SC
13
Savant Capital
Illinois
$1.2M +$1.48K +60 +0.1%
William Blair & Company
14
William Blair & Company
Illinois
$1.14M -$151K -6,143 -12%
LPL Financial
15
LPL Financial
California
$1.08M -$459K -18,656 -30%
CWP
16
Concord Wealth Partners
Virginia
$1.06M +$38.6K +1,572 +4%
WBG
17
Wharton Business Group
Pennsylvania
$998K – – –
Citadel Advisors
18
Citadel Advisors
Florida
$928K -$313K -12,739 -25%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$756K +$400K +16,293 +113%
OMC
20
Old Mission Capital
Illinois
$652K -$980K -39,873 -60%
FTUS
21
Flow Traders U.S.
New York
$425K -$64.1K -2,607 -13%
CCFM
22
Clear Creek Financial Management
Washington
$352K +$23.5K +958 +7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$321K -$93.5K -3,804 -23%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$258K +$258K +10,486 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$231K – – –
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