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HEWG

iShares Currency Hedged MSCI Germany ETF

Delisted

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

71 hedge funds and large institutions have $188M invested in iShares Currency Hedged MSCI Germany ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more capital invested

Capital invested by funds: $131M → $188M (+$57.2M)

20% more funds holding

Funds holding: 5971 (+12)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
16
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
51
Compagnie Lombard Odier SCmA
Switzerland
$115K
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$72K +$67.9K +2,775 New
EDRH
53
Edmond de Rothschild Holding
Switzerland
$70K +$43.8K +1,790 +195%
DBT
54
Dubuque Bank & Trust
Iowa
$56K
Barclays
55
Barclays
United Kingdom
$47K
MIFH
56
Migdal Insurance & Financial Holdings
Israel
$32K +$30.2K +1,235 New
IUHSA
57
Itau Unibanco Holding S.A.
Brazil
$26K
RCA
58
Rowland Carmichael Advisors
Arizona
$20K +$19.4K +792 New
GT
59
Glenmede Trust
Pennsylvania
$19K
AG
60
Advisor Group
Arizona
$18K +$10K +410 +160%
IA
61
IFP Advisors
Florida
$14K -$440 -18 -3%
BWP
62
Baldwin Wealth Partners
Massachusetts
$13K
US Bancorp
63
US Bancorp
Minnesota
$6K +$5.26K +215 New
TRCT
64
Tower Research Capital (TRC)
New York
$5K +$1.83K +75 +75%
MFS
65
MSI Financial Services
Massachusetts
$4K
GWM
66
Geneos Wealth Management
Colorado
$2K
NFG
67
Next Financial Group
Texas
$2K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$2K
AA
69
Apriem Advisors
California
$2K +$1.47K +60 New
AssetMark Inc
70
AssetMark Inc
California
$1K +$978 +40 New
ANTB
71
AMG National Trust Bank
Colorado
-$3.45M -144,013 Closed
RJA
72
Raymond James & Associates
Florida
-$428K -17,858 Closed
Fiera Capital (Canada)
73
Fiera Capital (Canada)
Quebec, Canada
-$359K -15,000 Closed
VNA
74
Valley National Advisers
Pennsylvania
-$49K -2,035 Closed
IWMPD
75
Integrated Wealth Management (Palm Desert)
California
-$10K -400 Closed

HEWG Hedge Fund Activity: Q4 2016 in Review

71 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Germany ETF (HEWG) for Q4 2016, worth a combined $188M — up 44% from $131M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HEWG positions and 5 closed out — a net gain of 13 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $29.8M. The largest seller was Evercore Wealth Management, cutting an estimated $5.68M.

  • 71 institutional investors held iShares Currency Hedged MSCI Germany ETF (HEWG) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $188M of iShares Currency Hedged MSCI Germany ETF stock for Q4 2016, up 44% quarter-over-quarter.
  • 18 funds opened new iShares Currency Hedged MSCI Germany ETF positions in Q4 2016 and 5 closed out, a net change of +13 holders.
  • The largest iShares Currency Hedged MSCI Germany ETF buyer in Q4 2016 was Wells Fargo, an estimated $29.8M added.
  • The largest iShares Currency Hedged MSCI Germany ETF seller in Q4 2016 was Evercore Wealth Management, an estimated $5.68M sold.

Based on aggregated 13F filings for Q4 2016.