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iShares Currency Hedged MSCI Emerging Markets

45 hedge funds and large institutions have $114M invested in iShares Currency Hedged MSCI Emerging Markets in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $99.9M → $114M (+$14M)

1.08% more ownership

Funds ownership: 60.11%61.19% (+1.1%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4% less funds holding

Funds holding: 4745 (-2)

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
15
Reduced
16
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
$22.8M -$1.95M -61,938 -8%
Wells Fargo
2
Wells Fargo
California
$12.5M +$880K +27,931 +8%
Bank of America
3
Bank of America
North Carolina
$11.9M -$676K -21,452 -6%
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$11.7M -$50.5K -1,603 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$11.6M -$873K -27,711 -7%
CCM
6
Coldstream Capital Management
Washington
$10.2M +$1.54K +49 +0%
VPP
7
Vertex Planning Partners
Illinois
$6.2M +$177K +5,628 +3%
FF
8
Friedenthal Financial
New Jersey
$4.66M +$4.31M +136,975 +8,747%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.94M +$3.33M +105,729 +923%
LPL Financial
10
LPL Financial
California
$1.75M +$172K +5,463 +12%
SC
11
Savant Capital
Illinois
$1.65M +$599 +19 +0%
FA
12
Forefront Analytics
Pennsylvania
$1.63M -$491K -15,602 -24%
FWP
13
Forefront Wealth Partners
Texas
$1.61M +$1.5M +47,743 New
WBG
14
Wharton Business Group
Pennsylvania
$1.06M -$287K -9,105 -22%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.04M -$11.6K -367 -1%
UBS Group
16
UBS Group
Switzerland
$930K +$41.5K +1,316 +5%
Ameriprise
17
Ameriprise
Minnesota
$884K +$36.1K +1,146 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$874K +$116K +3,691 +17%
OMC
19
Old Mission Capital
Illinois
$662K +$110K +3,492 +22%
Citadel Advisors
20
Citadel Advisors
Florida
$605K +$567K +17,991 New
WPA
21
Wealth Preservation Advisors
Tennessee
$585K +$2.55K +81 +0.5%
WA
22
Whipplewood Advisors
Colorado
$490K -$1.7K -54 -0.4%
MML Investors Services
23
MML Investors Services
Massachusetts
$452K +$35.9K +1,140 +9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$448K -$401K -12,721 -49%
ASN
25
Advisory Services Network
Georgia
$414K -$3.91K -124 -1%

HEEM Hedge Fund Activity: Q3 2025 in Review

45 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q3 2025, worth a combined $114M — up 14% from $99.9M a quarter earlier.

Fund positioning in HEEM was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 16 trimmed.

The largest buyer was Friedenthal Financial, adding an estimated $4.31M. The largest seller was TIAA Trust, National Association, cutting an estimated $1.95M.

  • 45 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q3 2025, down from 47 in Q2 2025.
  • Funds reported $114M of iShares Currency Hedged MSCI Emerging Markets stock for Q3 2025, up 14% quarter-over-quarter.
  • 3 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q3 2025 and 3 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q3 2025 was Friedenthal Financial, an estimated $4.31M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q3 2025 was TIAA Trust, National Association, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2025.