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iShares Currency Hedged MSCI Emerging Markets
HEEM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VPP
Vertex Planning Partners
Illinois
$4.45M
2
Morgan Stanley
Morgan Stanley
New York
$8.33M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$20.7M
4
Jane Street
Jane Street
New York
$1.03M
5
Wells Fargo
Wells Fargo
California
$6.43M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
OMC
Old Mission Capital
Illinois
$1.22M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$664K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$318K
5
UBS Group
UBS Group
Switzerland
$979K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$20.7M +$1.11M +41,039 +6%
ANB
2
Amarillo National Bank
Texas
$12.1M – – –
Bank of America
3
Bank of America
North Carolina
$10.1M -$147K -5,423 -1%
CCM
4
Coldstream Capital Management
Washington
$8.62M -$47.9K -1,771 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$8.33M +$2.47M +91,236 +42%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$7.84M +$200K +7,400 +3%
Wells Fargo
7
Wells Fargo
California
$6.43M +$745K +27,556 +13%
VPP
8
Vertex Planning Partners
Illinois
$4.45M +$4.45M +164,629 New
AAS
9
Avantax Advisory Services
Texas
$2.71M +$137K +5,063 +5%
FA
10
Forefront Analytics
Pennsylvania
$1.7M +$5.95K +220 +0.4%
SC
11
Savant Capital
Illinois
$1.32M +$919 +34 +0.1%
OMC
12
Old Mission Capital
Illinois
$1.22M -$2.28M -84,184 -65%
LPL Financial
13
LPL Financial
California
$1.11M -$22.8K -843 -2%
WBG
14
Wharton Business Group
Pennsylvania
$1.1M – – –
Jane Street
15
Jane Street
New York
$1.03M +$777K +28,761 +308%
UBS Group
16
UBS Group
Switzerland
$979K -$181K -6,693 -16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$664K -$531K -19,626 -44%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$527K +$172K +6,382 +49%
William Blair & Company
19
William Blair & Company
Illinois
$462K -$51.3K -1,898 -10%
WA
20
Whipplewood Advisors
Colorado
$387K +$387K +14,326 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$318K -$517K -19,121 -62%
ASN
22
Advisory Services Network
Georgia
$313K +$313K +11,576 New
MML Investors Services
23
MML Investors Services
Massachusetts
$288K +$288K +10,649 New
Raymond James Financial
24
Raymond James Financial
Florida
$273K +$273K +10,115 New
CCFM
25
Clear Creek Financial Management
Washington
$272K -$37.1K -1,373 -12%
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