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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$4.59M
2
OMC
Old Mission Capital
Illinois
$3.67M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$8.03M
4
Bank of America
Bank of America
North Carolina
$10.8M
5
Morgan Stanley
Morgan Stanley
New York
$6.17M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
UBS Group
UBS Group
Switzerland
$1.22M
3
CWP
Concord Wealth Partners
Virginia
$105K
4
Jane Street
Jane Street
New York
$265K
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$20.6M -$361K -12,692 -2%
ANB
2
Amarillo National Bank
Texas
$12.8M -$81.1K -2,854 -0.6%
Bank of America
3
Bank of America
North Carolina
$10.8M +$536K +18,869 +5%
CCM
4
Coldstream Capital Management
Washington
$9.11M -$232K -8,174 -2%
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$8.03M +$1.08M +38,000 +16%
Morgan Stanley
6
Morgan Stanley
New York
$6.17M +$478K +16,818 +8%
Wells Fargo
7
Wells Fargo
California
$5.98M +$19.8K +696 +0.3%
Citadel Advisors
8
Citadel Advisors
Florida
$4.59M +$3.94M +138,754 +608%
OMC
9
Old Mission Capital
Illinois
$3.67M +$2.4M +84,577 +189%
AAS
10
Avantax Advisory Services
Texas
$2.7M +$137K +4,833 +5%
FA
11
Forefront Analytics
Pennsylvania
$1.78M -$22.9K -804 -1%
SC
12
Savant Capital
Illinois
$1.39M +$597 +21 +0%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.26M -$38.7K -1,362 -3%
UBS Group
14
UBS Group
Switzerland
$1.22M -$1.5M -52,692 -55%
LPL Financial
15
LPL Financial
California
$1.19M +$29.7K +1,044 +3%
WBG
16
Wharton Business Group
Pennsylvania
$1.15M – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$878K +$18.9K +665 +2%
William Blair & Company
18
William Blair & Company
Illinois
$540K -$61.3K -2,156 -10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$373K +$18.7K +657 +5%
CCFM
20
Clear Creek Financial Management
Washington
$325K -$2.13K -75 -0.7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$301K +$5.49K +193 +2%
PFS
22
Prospera Financial Services
Texas
$278K – – –
Jane Street
23
Jane Street
New York
$265K -$1.03M -36,377 -80%
HighTower Advisors
24
HighTower Advisors
Illinois
$253K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$106K – – –
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