iShares Currency Hedged MSCI Emerging Markets
HEEM
45 hedge funds and large institutions have $94.5M invested in iShares Currency Hedged MSCI Emerging Markets in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
18% more funds holding
Funds holding: 38 → 45 (+7)
1.74% more ownership
Funds ownership: 56.74% → 58.48% (+1.7%)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
2% less capital invested
Capital invested by funds: $96.1M → $94.5M (-$1.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
+$4.63M |
| 2 |
Morgan Stanley
New York
|
+$2.57M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$1.15M |
| 4 |
Jane Street
New York
|
+$809K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$775K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.59M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.37M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$552K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$538K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$188K |
HEEM Hedge Fund Activity: Q4 2024 in Review
45 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q4 2024, worth a combined $94.5M — down 1.6% from $96.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HEEM positions and 2 closed out — a net gain of 8 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Vertex Planning Partners, opening a new position worth an estimated $4.63M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.59M sold.
- 45 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q4 2024, up from 38 in Q3 2024.
- Funds reported $94.5M of iShares Currency Hedged MSCI Emerging Markets stock for Q4 2024, down 1.6% quarter-over-quarter.
- 10 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q4 2024 and 2 closed out, a net change of +8 holders.
- The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q4 2024 was Vertex Planning Partners, an estimated $4.63M added.
- The largest iShares Currency Hedged MSCI Emerging Markets seller in Q4 2024 was Citadel Advisors, an estimated $4.59M sold.
Based on aggregated 13F filings for Q4 2024.