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iShares Currency Hedged MSCI Emerging Markets

47 hedge funds and large institutions have $99.9M invested in iShares Currency Hedged MSCI Emerging Markets in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

15% more funds holding

Funds holding: 4147 (+6)

5% more capital invested

Capital invested by funds: $95.4M → $99.9M (+$4.45M)

0.85% more ownership

Funds ownership: 59.26%60.11% (+0.85%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
17
Closed
3
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
$22.3M -$4.89M -172,942 -19%
Bank of America
2
Bank of America
North Carolina
$11.3M +$8.89K +314 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$11.2M +$1.6M +56,666 +18%
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$10.5M +$1.7M +60,000 +21%
Wells Fargo
5
Wells Fargo
California
$10.3M +$82.5K +2,914 +0.9%
CCM
6
Coldstream Capital Management
Washington
$9.1M -$77.3K -2,730 -0.9%
VPP
7
Vertex Planning Partners
Illinois
$5.37M +$136K +4,809 +3%
AAS
8
Avantax Advisory Services
Texas
$3.09M -$59.8K -2,112 -2%
FA
9
Forefront Analytics
Pennsylvania
$1.93M -$4.3K -152 -0.2%
SC
10
Savant Capital
Illinois
$1.48M
LPL Financial
11
LPL Financial
California
$1.4M +$76.6K +2,708 +6%
Jane Street
12
Jane Street
New York
$1.28M +$1.2M +42,529 New
WBG
13
Wharton Business Group
Pennsylvania
$1.22M
Osaic Holdings
14
Osaic Holdings
Arizona
$945K +$235K +8,309 +36%
UBS Group
15
UBS Group
Switzerland
$792K -$11.5K -405 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$783K +$736K +26,024 New
Ameriprise
17
Ameriprise
Minnesota
$754K -$39.6K -1,398 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$671K -$6.74K -238 -1%
WPA
19
Wealth Preservation Advisors
Tennessee
$521K -$7.81K -276 -2%
OMC
20
Old Mission Capital
Illinois
$487K +$199K +7,048 +77%
WA
21
Whipplewood Advisors
Colorado
$440K +$398K +14,048 +2,422%
ASN
22
Advisory Services Network
Georgia
$380K -$48.7K -1,722 -12%
MML Investors Services
23
MML Investors Services
Massachusetts
$370K -$28.2K -998 -8%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$345K +$86.2K +3,045 +36%
PAS
25
Park Avenue Securities
New York
$336K +$96.5K +3,410 +44%

HEEM Hedge Fund Activity: Q2 2025 in Review

47 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q2 2025, worth a combined $99.9M — up 4.7% from $95.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEEM positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $1.7M. The largest seller was TIAA Trust, National Association, cutting an estimated $4.89M.

  • 47 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q2 2025, up from 41 in Q1 2025.
  • Funds reported $99.9M of iShares Currency Hedged MSCI Emerging Markets stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q2 2025 and 3 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q2 2025 was Pictet Asset Management, an estimated $1.7M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q2 2025 was TIAA Trust, National Association, an estimated $4.89M sold.

Based on aggregated 13F filings for Q2 2025.