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iShares Currency Hedged MSCI Japan ETF
HEWJ

77 hedge funds and large institutions have $532M invested in iShares Currency Hedged MSCI Japan ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

150% more capital invested

Capital invested by funds: $213M → $532M (+$319M)

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

31% more funds holding

Funds holding: 59 → 77 (+18)

13.96% more ownership

Funds ownership: 48.61% → 62.57% (+14%)

Holders
77
Holders Change
+18
Holders Change %
+30.51%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
30
Increased
23
Reduced
15
Closed
12
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$72.5M
2
CAM
Contour Asset Management
New York
+$63.8M
3
RIG
RiverFront Investment Group
Virginia
+$47.3M
4
Citigroup
Citigroup
New York
+$23.3M
5
Franklin Resources
Franklin Resources
California
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$14.1M
2
Jane Street
Jane Street
New York
-$12.9M
3
Ameriprise
Ameriprise
Minnesota
-$9.1M
4
ANTB
AMG National Trust Bank
Colorado
-$4.04M
5
OMC
Old Mission Capital
Illinois
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$3.32M -$304K -11,426 -9%
MP
27
Manifold Partners
California
$3.21M +$3.07M +115,321 New
US Bancorp
28
US Bancorp
Minnesota
$3.07M +$2.93M +110,253 New
Jane Street
29
Jane Street
New York
$2.51M -$12.9M -485,816 -84%
PAMU
30
Pictet Asset Management (UK)
United Kingdom
$2.42M +$1.52M +57,080 +194%
BIM
31
BlackRock Investment Management
Delaware
$2.41M +$2.27M +85,492 +6,721%
CLOS
32
Compagnie Lombard Odier SCmA
Switzerland
$2.4M +$2.13M +80,000 +1,231%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.37M +$1.61M +60,452 +243%
MWM
34
Merriman Wealth Management
Washington
$1.33M -$69.2K -2,600 -5%
Wells Fargo
35
Wells Fargo
California
$1.28M -$2.52M -94,566 -67%
CCA
36
Clearwater Capital Advisors
Illinois
$1.25M +$292K +10,964 +33%
SG Americas Securities
37
SG Americas Securities
New York
$1.23M +$1.18M +44,326 New
M&T Bank
38
M&T Bank
New York
$1.16M -$1.73K -65 -0.2%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$1.04M +$748K +28,103 +304%
LPL Financial
40
LPL Financial
California
$1M -$278K -10,465 -23%
OMC
41
Old Mission Capital
Illinois
$951K -$2.93M -110,181 -76%
FHC
42
First Heartland Consultants
Missouri
$702K +$672K +25,250 New
Credit Agricole
43
Credit Agricole
France
$686K +$67.9K +2,552 +12%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$648K – – –
Barclays
45
Barclays
United Kingdom
$610K – – –
SGCA
46
Steel Grove Capital Advisors
Tennessee
$540K +$512K +19,237 New
VKH
47
Virtu KCG Holdings
New York
$515K +$227K +8,528 +85%
BUB
48
BBVA USA Bancshares
Texas
$505K +$483K +18,153 New
GWM
49
Geneos Wealth Management
Colorado
$478K +$458K +17,215 New
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$435K – – –
1
2
3 4

HEWJ Hedge Fund Activity: Q4 2016 in Review

77 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2016, worth a combined $532M — up 150% from $213M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HEWJ positions and 12 closed out — a net gain of 18 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $72.5M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $14.1M sold.

  • 77 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $532M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2016, up 150% quarter-over-quarter.
  • 30 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2016 and 12 closed out, a net change of +18 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2016 was Clal Insurance, an estimated $72.5M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2016 was Karpus Investment Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2016.