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HEWG

iShares Currency Hedged MSCI Germany ETF

Delisted

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

72 hedge funds and large institutions have $887M invested in iShares Currency Hedged MSCI Germany ETF in 2015 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,325% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 4

279% more funds holding

Funds holding: 1972 (+53)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

84% less capital invested

Capital invested by funds: $5.46B → $887M (-$4.57B)

Holders
72
Holders Change
+53
Holders Change %
+278.95%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
57
Increased
10
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$536M +$496M +18,781,868 New
Wells Fargo
2
Wells Fargo
California
$66.3M +$20.2M +765,380 +49%
BC
3
Brinker Capital
Pennsylvania
$38.2M -$2M -75,617 -5%
EWM
4
Evercore Wealth Management
New York
$32.2M +$29.8M +1,129,496 New
CS
5
Credit Suisse
Switzerland
$28.3M +$26.2M +992,199 New
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$24.9M +$23.1M +874,000 New
UBS Group
7
UBS Group
Switzerland
$15.9M +$14.7M +557,093 +34,624%
RIG
8
RiverFront Investment Group
Virginia
$15.1M +$14M +530,421 New
ST
9
Spinnaker Trust
Maine
$14.1M +$897K +33,950 +7%
BCM
10
Bienville Capital Management
New York
$9.66M +$8.94M +338,409 New
Bank of America
11
Bank of America
North Carolina
$9.4M +$8.61M +325,848 +8,855%
SIA
12
SeaBridge Investment Advisors
New Jersey
$8.89M +$6.15M +232,770 +295%
BTS
13
BB&T Securities
Virginia
$8.32M +$770K +29,147 New
LTI
14
Laffer Tengler Investments
Tennessee
$6.52M +$6.03M +228,295 New
LPL Financial
15
LPL Financial
California
$6.44M +$5.92M +223,901 New
HBWM
16
Hollow Brook Wealth Management
New York
$6.04M +$5.59M +211,481 New
HSBC Holdings
17
HSBC Holdings
United Kingdom
$5.67M +$4.78M +180,765 +1,001%
SMM
18
Stadion Money Management
Georgia
$5.15M +$4.77M +180,496 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$5.12M +$4.74M +179,220 New
Morgan Stanley
20
Morgan Stanley
New York
$4.08M +$3.61M +136,560 +2,119%
CA
21
Cumberland Advisors
Florida
$3.92M +$3.63M +137,440 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.69M +$3.42M +129,357 New
BEAM
23
Baker Ellis Asset Management
Washington
$3.54M +$1.28M +48,348 +64%
HFS
24
HL Financial Services
Kentucky
$3.11M +$2.88M +108,836 New
PVH
25
Psagot Value Holdings
Israel
$2.58M +$2.39M +90,500 New

HEWG Hedge Fund Activity: Q1 2015 in Review

72 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Germany ETF (HEWG) for Q1 2015, worth a combined $887M — down 84% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HEWG positions and 4 closed out — a net gain of 53 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Windhaven Investment Management, opening a new position worth an estimated $496M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $5.7M sold.

  • 72 institutional investors held iShares Currency Hedged MSCI Germany ETF (HEWG) as of Q1 2015, up from 19 in Q4 2014.
  • Funds reported $887M of iShares Currency Hedged MSCI Germany ETF stock for Q1 2015, down 84% quarter-over-quarter.
  • 57 funds opened new iShares Currency Hedged MSCI Germany ETF positions in Q1 2015 and 4 closed out, a net change of +53 holders.
  • The largest iShares Currency Hedged MSCI Germany ETF buyer in Q1 2015 was Windhaven Investment Management, an estimated $496M added.
  • The largest iShares Currency Hedged MSCI Germany ETF seller in Q1 2015 was Mirae Asset Global Investments, an estimated $5.7M sold.

Based on aggregated 13F filings for Q1 2015.