iShares Currency Hedged MSCI Emerging Markets
HEEM
38 hedge funds and large institutions have $96.1M invested in iShares Currency Hedged MSCI Emerging Markets in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more capital invested
Capital invested by funds: $91.4M → $96.1M (+$4.7M)
3% more funds holding
Funds holding: 37 → 38 (+1)
0.33% less ownership
Funds ownership: 57.07% → 56.74% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.76M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.29M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
+$1.03M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$511K |
| 5 |
Morgan Stanley
New York
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.56M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.43M |
| 3 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$1.19M |
| 4 |
Jane Street
New York
|
-$985K |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$344K |
HEEM Hedge Fund Activity: Q3 2024 in Review
38 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q3 2024, worth a combined $96.1M — up 5.1% from $91.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HEEM positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $3.76M. The largest seller was AE Wealth Management, exiting entirely with an estimated $3.56M sold.
- 38 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q3 2024, up from 37 in Q2 2024.
- Funds reported $96.1M of iShares Currency Hedged MSCI Emerging Markets stock for Q3 2024, up 5.1% quarter-over-quarter.
- 4 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q3 2024 was Citadel Advisors, an estimated $3.76M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q3 2024 was AE Wealth Management, an estimated $3.56M sold.
Based on aggregated 13F filings for Q3 2024.