We are live on ! Find out more
HEEM icon

iShares Currency Hedged MSCI Emerging Markets

37 hedge funds and large institutions have $91.4M invested in iShares Currency Hedged MSCI Emerging Markets in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $71.3M → $91.4M (+$20.1M)

5.87% more ownership

Funds ownership: 51.2%57.07% (+5.9%)

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$20M -$829K -31,401 -4%
ANB
2
Amarillo National Bank
Texas
$12.2M +$11.9M +451,698 New
Bank of America
3
Bank of America
North Carolina
$9.75M +$88.8K +3,364 +0.9%
CCM
4
Coldstream Capital Management
Washington
$8.91M -$61.6K -2,336 -0.7%
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$6.63M +$1.72M +65,000 +36%
Wells Fargo
6
Wells Fargo
California
$5.68M -$1.74K -66 -0%
Morgan Stanley
7
Morgan Stanley
New York
$5.43M +$1.93M +73,208 +58%
AWM
8
AE Wealth Management
Kansas
$3.56M +$442K +16,746 +15%
UBS Group
9
UBS Group
Switzerland
$2.59M +$302K +11,427 +14%
AAS
10
Avantax Advisory Services
Texas
$2.45M +$243K +9,212 +11%
FA
11
Forefront Analytics
Pennsylvania
$1.72M -$39.8K -1,507 -2%
SC
12
Savant Capital
Illinois
$1.33M
CWP
13
Concord Wealth Partners
Virginia
$1.29M -$5.33K -202 -0.4%
Jane Street
14
Jane Street
New York
$1.24M +$780K +29,538 +183%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.23M -$52.8K -2,000 -4%
OMC
16
Old Mission Capital
Illinois
$1.21M -$499K -18,910 -30%
LPL Financial
17
LPL Financial
California
$1.1M +$4.96K +188 +0.5%
WBG
18
Wharton Business Group
Pennsylvania
$1.1M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$819K -$223K -8,433 -22%
Citadel Advisors
20
Citadel Advisors
Florida
$619K +$360K +13,641 +148%
William Blair & Company
21
William Blair & Company
Illinois
$574K -$11.2K -423 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$338K -$1.16K -44 -0.4%
CCFM
23
Clear Creek Financial Management
Washington
$312K -$15.9K -602 -5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$282K +$30.3K +1,150 +12%
PFS
25
Prospera Financial Services
Texas
$265K +$258K +9,775 New

HEEM Hedge Fund Activity: Q2 2024 in Review

37 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2024, worth a combined $91.4M — up 28% from $71.3M a quarter earlier.

Fund positioning in HEEM was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 13 trimmed.

The largest buyer was Amarillo National Bank, opening a new position worth an estimated $11.9M. The largest seller was TIAA Trust, National Association, cutting an estimated $829K.

  • 37 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $91.4M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2024, up 28% quarter-over-quarter.
  • 4 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2024 and 4 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2024 was Amarillo National Bank, an estimated $11.9M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2024 was TIAA Trust, National Association, an estimated $829K sold.

Based on aggregated 13F filings for Q2 2024.