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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$19.8M
2
OMC
Old Mission Capital
Illinois
$1.63M
3
UBS Group
UBS Group
Switzerland
$2.16M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$4.6M
5
HighTower Advisors
HighTower Advisors
Illinois
$205K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.26M
2
Jane Street
Jane Street
New York
$415K
3
Citadel Advisors
Citadel Advisors
Florida
$236K
4
William Blair & Company
William Blair & Company
Illinois
$554K
5
CCM
Coldstream Capital Management
Washington
$8.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$19.8M +$7.67M +299,017 +63%
Bank of America
2
Bank of America
North Carolina
$9.15M -$133K -5,169 -1%
CCM
3
Coldstream Capital Management
Washington
$8.5M -$135K -5,276 -2%
Wells Fargo
4
Wells Fargo
California
$5.38M +$52.4K +2,042 +1%
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$4.6M +$590K +23,000 +15%
Morgan Stanley
6
Morgan Stanley
New York
$3.26M -$2.68M -104,410 -45%
AWM
7
AE Wealth Management
Kansas
$2.94M -$54.9K -2,142 -2%
UBS Group
8
UBS Group
Switzerland
$2.16M +$612K +23,863 +40%
AAS
9
Avantax Advisory Services
Texas
$2.08M +$102K +3,995 +5%
FA
10
Forefront Analytics
Pennsylvania
$1.67M +$15.1K +590 +0.9%
OMC
11
Old Mission Capital
Illinois
$1.63M +$952K +37,098 +140%
SC
12
Savant Capital
Illinois
$1.26M – – –
CWP
13
Concord Wealth Partners
Virginia
$1.23M +$127K +4,966 +12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.22M -$124K -4,840 -9%
WBG
15
Wharton Business Group
Pennsylvania
$1.04M – – –
LPL Financial
16
LPL Financial
California
$1.04M -$86.9K -3,389 -8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$992K +$202K +7,892 +26%
William Blair & Company
18
William Blair & Company
Illinois
$554K -$632K -24,630 -53%
FTUS
19
Flow Traders U.S.
New York
$421K -$23K -896 -5%
Jane Street
20
Jane Street
New York
$415K -$1.04M -40,460 -71%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$321K -$14.6K -568 -4%
CCFM
22
Clear Creek Financial Management
Washington
$311K -$56.3K -2,193 -15%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$257K -$12.5K -486 -5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$237K -$4.36K -170 -2%
Citadel Advisors
25
Citadel Advisors
Florida
$236K -$733K -28,575 -76%
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