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HEWG

iShares Currency Hedged MSCI Germany ETF

Delisted

HEWG was delisted on the 12th of August, 2024.

65 hedge funds and large institutions have $160M invested in iShares Currency Hedged MSCI Germany ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

8% less funds holding

Funds holding: 7165 (-6)

15% less capital invested

Capital invested by funds: $188M → $160M (-$27.9M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
26
Bank Hapoalim BM
Israel
$928K -$229K -8,570 -20%
UBS Group
27
UBS Group
Switzerland
$859K -$437K -16,341 -35%
BFS
28
Bradley Foster & Sargent
Connecticut
$835K +$267K +10,000 +50%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$764K +$7.38K +276 +1%
SAM
30
Solaris Asset Management
New York
$751K +$721K +26,972 New
BlackRock
31
BlackRock
New York
$746K +$63.6K +2,377 +10%
EWM
32
Evercore Wealth Management
New York
$671K -$181K -6,759 -22%
Citadel Advisors
33
Citadel Advisors
Florida
$479K +$57.7K +2,157 +14%
Citigroup
34
Citigroup
New York
$466K -$26K -972 -5%
LTI
35
Laffer Tengler Investments
Tennessee
$461K -$22.1K -825 -5%
GC
36
Guggenheim Capital
Illinois
$417K
MCM
37
Millie Capital Management
California
$417K +$401K +15,000 New
JMPWA
38
JP Morgan Private Wealth Advisors
California
$366K +$75.7K +2,831 +27%
OMC
39
Old Mission Capital
Illinois
$302K -$1.41M -52,630 -83%
SMFG
40
Sumitomo Mitsui Financial Group
Japan
$302K
SG Americas Securities
41
SG Americas Securities
New York
$261K +$251K +9,374 New
JIC
42
Johnson Investment Counsel
Ohio
$258K
HIIFS
43
Harel Insurance Investments & Financial Services
Israel
$251K
PAS
44
Partnervest Advisory Services
California
$224K -$40.8K -1,526 -16%
SC
45
Scotia Capital
Ontario, Canada
$213K -$8.29K -310 -4%
PVH
46
Psagot Value Holdings
Israel
$209K -$103K -3,850 -34%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$192K -$3.5K -131 -2%
EDRH
48
Edmond de Rothschild Holding
Switzerland
$178K +$98.5K +3,685 +136%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$129K +$50.1K +1,875 +68%
DBT
50
Dubuque Bank & Trust
Iowa
$60K

HEWG Hedge Fund Activity: Q1 2017 in Review

65 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Germany ETF (HEWG) for Q1 2017, worth a combined $160M — down 15% from $188M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HEWG and 7 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 21 added.

The largest buyer was Clark Capital Management Group, adding an estimated $2.03M. The largest seller was Ameriprise, cutting an estimated $15.2M.

  • 65 institutional investors held iShares Currency Hedged MSCI Germany ETF (HEWG) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $160M of iShares Currency Hedged MSCI Germany ETF stock for Q1 2017, down 15% quarter-over-quarter.
  • 7 funds opened new iShares Currency Hedged MSCI Germany ETF positions in Q1 2017 and 10 closed out, a net change of -3 holders.
  • The largest iShares Currency Hedged MSCI Germany ETF buyer in Q1 2017 was Clark Capital Management Group, an estimated $2.03M added.
  • The largest iShares Currency Hedged MSCI Germany ETF seller in Q1 2017 was Ameriprise, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2017.