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iShares Currency Hedged MSCI Emerging Markets

47 hedge funds and large institutions have $117M invested in iShares Currency Hedged MSCI Emerging Markets in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 4547 (+2)

3% more capital invested

Capital invested by funds: $114M → $117M (+$3.27M)

0.07% more ownership

Funds ownership: 61.19%61.25% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
15
Reduced
17
Closed
5
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
$22.7M -$840K -24,297 -4%
Wells Fargo
2
Wells Fargo
California
$14M +$1.1M +31,802 +9%
Bank of America
3
Bank of America
North Carolina
$12.5M +$180K +5,216 +1%
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$12.2M +$129K +3,735 +1%
Morgan Stanley
5
Morgan Stanley
New York
$12.2M +$204K +5,890 +2%
CCM
6
Coldstream Capital Management
Washington
$10.6M +$45.9K +1,327 +0.4%
VPP
7
Vertex Planning Partners
Illinois
$6.46M +$59.8K +1,729 +0.9%
FF
8
Friedenthal Financial
New Jersey
$4.75M -$61.5K -1,779 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.03M -$47.1K -1,363 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.52M +$2.5M +72,418 New
FA
11
Forefront Analytics
Pennsylvania
$2.09M +$405K +11,714 +24%
LPL Financial
12
LPL Financial
California
$1.92M +$115K +3,327 +6%
SC
13
Savant Capital
Illinois
$1.22M -$481K -13,901 -28%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.06M -$22.4K -648 -2%
UBS Group
15
UBS Group
Switzerland
$996K +$35.7K +1,032 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$993K +$89.6K +2,590 +10%
Ameriprise
17
Ameriprise
Minnesota
$868K -$43.9K -1,270 -5%
WBG
18
Wharton Business Group
Pennsylvania
$609K -$483K -13,965 -44%
WPA
19
Wealth Preservation Advisors
Tennessee
$606K +$2.25K +65 +0.4%
MML Investors Services
20
MML Investors Services
Massachusetts
$530K +$62.5K +1,806 +13%
Citadel Advisors
21
Citadel Advisors
Florida
$475K -$150K -4,325 -24%
PAS
22
Park Avenue Securities
New York
$455K +$62.9K +1,820 +16%
ASN
23
Advisory Services Network
Georgia
$416K -$12K -347 -3%
Raymond James Financial
24
Raymond James Financial
Florida
$368K +$29.3K +847 +9%
PFS
25
Prospera Financial Services
Texas
$340K

HEEM Hedge Fund Activity: Q4 2025 in Review

47 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Emerging Markets (HEEM) for Q4 2025, worth a combined $117M — up 2.9% from $114M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HEEM positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $2.5M. The largest seller was Forefront Wealth Partners, exiting entirely with an estimated $1.61M sold.

  • 47 institutional investors held iShares Currency Hedged MSCI Emerging Markets (HEEM) as of Q4 2025, up from 45 in Q3 2025.
  • Funds reported $117M of iShares Currency Hedged MSCI Emerging Markets stock for Q4 2025, up 2.9% quarter-over-quarter.
  • 7 funds opened new iShares Currency Hedged MSCI Emerging Markets positions in Q4 2025 and 5 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI Emerging Markets buyer in Q4 2025 was Commonwealth Equity Services, an estimated $2.5M added.
  • The largest iShares Currency Hedged MSCI Emerging Markets seller in Q4 2025 was Forefront Wealth Partners, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2025.