We are live on ! Find out more
HEWJ icon

iShares Currency Hedged MSCI Japan ETF

69 hedge funds and large institutions have $380M invested in iShares Currency Hedged MSCI Japan ETF in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $324M → $380M (+$55.7M)

10% more funds holding

Funds holding: 6369 (+6)

4.24% more ownership

Funds ownership: 48.48%52.71% (+4.2%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
21
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$1.43M +$1.48M +50,000 New
Federated Hermes
27
Federated Hermes
Pennsylvania
$1.13M
First Trust Advisors
28
First Trust Advisors
Illinois
$1.01M -$10.6K -358 -1%
OMC
29
Old Mission Capital
Illinois
$982K +$1.02M +34,243 New
FA
30
FDx Advisors
Illinois
$981K -$396K -13,329 -28%
PFA
31
Paradigm Financial Advisors
Missouri
$931K +$164K +5,522 +20%
BCM
32
BTC Capital Management
Iowa
$885K +$87.2K +2,939 +11%
RJA
33
Raymond James & Associates
Florida
$776K +$6.29K +212 +0.8%
SGCA
34
Steel Grove Capital Advisors
Tennessee
$697K +$717K +24,166 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$615K +$193K +6,488 +43%
FAAS
36
First Allied Advisory Services
California
$606K -$421K -14,173 -40%
JP Morgan Chase
37
JP Morgan Chase
New York
$589K +$216K +7,285 +55%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$564K +$94.7K +3,190 +19%
Credit Agricole
39
Credit Agricole
France
$545K
NPC
40
National Planning Corporation
California
$458K -$98.3K -3,311 -15%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$407K -$95.9K -3,230 -19%
CAN
42
Cetera Advisor Networks
California
$349K +$65.9K +2,221 +22%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$346K +$358K +12,076 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$320K -$2.2M -73,983 -87%
Prudential Financial
45
Prudential Financial
New Jersey
$319K +$77.2K +2,600 +31%
EDRE
46
Edmond de Rothschild (Europe)
Luxembourg
$299K
EDRH
47
Edmond de Rothschild Holding
Switzerland
$299K
M&T Bank
48
M&T Bank
New York
$248K +$257K +8,662 New
PAG
49
Private Advisor Group
New Jersey
$222K -$562K -18,946 -71%
IA
50
IFP Advisors
Florida
$217K +$225K +7,576 New

HEWJ Hedge Fund Activity: Q4 2015 in Review

69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2015, worth a combined $380M — up 17% from $324M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HEWJ positions and 9 closed out — a net gain of 6 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $33.9M. The largest seller was BlackRock Investment Management, cutting an estimated $19.9M.

  • 69 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2015, up from 63 in Q3 2015.
  • Funds reported $380M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2015, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2015 and 9 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2015 was Goldman Sachs, an estimated $33.9M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2015 was BlackRock Investment Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2015.