iShares Currency Hedged MSCI Emerging Markets
HEEM
37 hedge funds and large institutions have $71.3M invested in iShares Currency Hedged MSCI Emerging Markets in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 3 closing their positions.
12% more capital invested
Capital invested by funds: $63.8M → $71.3M (+$7.51M)
2.08% more ownership
Funds ownership: 49.12% → 51.2% (+2.1%)
3% less funds holding
Funds holding: 38 → 37 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$7.37M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$915K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$588K |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$567K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.57M |
| 2 |
Jane Street
New York
|
-$997K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$704K |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$607K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$130K |
HEEM Hedge Fund Activity: Q1 2024 in Review
37 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q1 2024, worth a combined $71.3M — up 12% from $63.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HEEM and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 9 added.
The largest buyer was TIAA Trust, National Association, adding an estimated $7.37M. The largest seller was Morgan Stanley, cutting an estimated $2.57M.
- 37 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q1 2024, down from 38 in Q4 2023.
- Funds reported $71.3M of iShares Currency Hedged MSCI Emerging Markets stock for Q1 2024, up 12% quarter-over-quarter.
- 2 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q1 2024 and 3 closed out, a net change of -1 holder.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q1 2024 was TIAA Trust, National Association, an estimated $7.37M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q1 2024 was Morgan Stanley, an estimated $2.57M sold.
Based on aggregated 13F filings for Q1 2024.