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iShares Currency Hedged MSCI Japan ETF
HEWJ

63 hedge funds and large institutions have $422M invested in iShares Currency Hedged MSCI Japan ETF in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

332% more capital invested

Capital invested by funds: $97.7M → $422M (+$324M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more funds holding

Funds holding: 35 → 63 (+28)

23.58% more ownership

Funds ownership: 30.76% → 54.34% (+24%)

Holders
63
Holders Change
+28
Holders Change %
+80%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
23
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$76.1M
2
LPL Financial
LPL Financial
California
+$51.1M
3
BIM
BlackRock Investment Management
Delaware
+$40.2M
4
Franklin Resources
Franklin Resources
California
+$37.1M
5
Ameriprise
Ameriprise
Minnesota
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.16M
2
VF
Virtu Financial
New York
-$1.25M
3
VKH
Virtu KCG Holdings
New York
-$573K
4
SWP
Stratos Wealth Partners
Ohio
-$454K
5
First Trust Advisors
First Trust Advisors
Illinois
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
26
Banque Pictet & Cie
Switzerland
$1.31M +$1.31M +41,285 New
FA
27
FDx Advisors
Illinois
$1.3M +$448K +14,105 +52%
Federated Hermes
28
Federated Hermes
Pennsylvania
$1.24M +$739K +23,245 +146%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.21M -$123K -3,876 -9%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.15M +$1.15M +36,141 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$806K +$809K +25,431 New
NPC
32
National Planning Corporation
California
$690K +$103K +3,255 +18%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$613K +$79.1K +2,487 +15%
PFA
34
Paradigm Financial Advisors
Missouri
$603K +$343K +10,776 +130%
ACM
35
Argentus Capital Management
Texas
$481K +$482K +15,170 New
BCM
36
BTC Capital Management
Iowa
$451K +$452K +14,227 New
JP Morgan Chase
37
JP Morgan Chase
New York
$449K +$6.17K +194 +1%
OMC
38
Old Mission Capital
Illinois
$448K +$450K +14,149 New
Natixis Advisors
39
Natixis Advisors
Massachusetts
$333K +$334K +10,515 New
Wells Fargo
40
Wells Fargo
California
$303K +$304K +9,552 New
VKH
41
Virtu KCG Holdings
New York
$281K -$573K -18,010 -67%
BF
42
BOK Financial
Oklahoma
$278K -$42.6K -1,339 -13%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$266K +$267K +8,394 New
SG Americas Securities
44
SG Americas Securities
New York
$239K +$240K +7,555 New
NFG
45
Next Financial Group
Texas
$213K +$214K +6,724 New
BHB
46
Bank Hapoalim BM
Israel
$161K +$162K +5,080 New
EDRE
47
Edmond de Rothschild (Europe)
Luxembourg
$127K +$127K +4,000 New
EDRH
48
Edmond de Rothschild Holding
Switzerland
$127K +$127K +4,000 New
WRM
49
Westport Resources Management
Connecticut
$84K +$84.3K +2,652 New
MFS
50
MSI Financial Services
Massachusetts
$59K +$31.7K +998 +117%
1
2
3

HEWJ Hedge Fund Activity: Q2 2015 in Review

63 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q2 2015, worth a combined $422M — up 332% from $97.7M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HEWJ positions and 3 closed out — a net gain of 28 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock Advisors, opening a new position worth an estimated $76.1M. The largest seller was Morgan Stanley, cutting an estimated $2.16M.

  • 63 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q2 2015, up from 35 in Q1 2015.
  • Funds reported $422M of iShares Currency Hedged MSCI Japan ETF stock for Q2 2015, up 332% quarter-over-quarter.
  • 31 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q2 2015 and 3 closed out, a net change of +28 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q2 2015 was BlackRock Advisors, an estimated $76.1M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q2 2015 was Morgan Stanley, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2015.