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iShares Currency Hedged MSCI Japan ETF
HEWJ

69 hedge funds and large institutions have $905M invested in iShares Currency Hedged MSCI Japan ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

2% more capital invested

Capital invested by funds: $889M → $905M (+$16.1M)

1.04% less ownership

Funds ownership: 73.97% → 72.92% (-1%)

1% less funds holding

Funds holding: 70 → 69 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
8
Increased
30
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$20.9M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$9.11M
3
US Bancorp
US Bancorp
Minnesota
+$8.13M
4
Franklin Resources
Franklin Resources
California
+$7.3M
5
CI
Clal Insurance
Israel
+$6.05M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$49.7M
2
BlackRock
BlackRock
New York
-$16.9M
3
Jane Street
Jane Street
New York
-$12.1M
4
OMC
Old Mission Capital
Illinois
-$3.78M
5
MCM
Makena Capital Management
California
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$2.5M +$1.4M +47,255 +140%
FTUS
27
Flow Traders U.S.
New York
$2.35M +$1.43M +48,286 +174%
CCA
28
Clearwater Capital Advisors
Illinois
$2.24M +$345K +11,608 +19%
1832 Asset Management
29
1832 Asset Management
Ontario, Canada
$1.95M – – –
Credit Agricole
30
Credit Agricole
France
$1.85M +$560K +18,835 +46%
DLHL
31
Donald L. Hagan LLC
Florida
$1.71M +$1.65M +55,559 New
William Blair & Company
32
William Blair & Company
Illinois
$1.59M +$1.53M +51,494 New
M&T Bank
33
M&T Bank
New York
$1.57M -$10.8K -362 -0.7%
MWM
34
Merriman Wealth Management
Washington
$1.49M – – –
GWM
35
Geneos Wealth Management
Colorado
$1.25M +$115K +3,856 +10%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$1.23M -$2.7K -91 -0.2%
Barclays
37
Barclays
United Kingdom
$929K +$244K +8,200 +37%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$856K -$1.69M -56,737 -67%
Wells Fargo
39
Wells Fargo
California
$754K +$90.2K +3,037 +14%
BAM
40
Baring Asset Management
United Kingdom
$753K +$506K +17,025 +230%
B
41
Bellecapital
Switzerland
$647K -$594K -20,000 -49%
SGCA
42
Steel Grove Capital Advisors
Tennessee
$598K -$724K -24,381 -56%
BUB
43
BBVA USA Bancshares
Texas
$587K – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$506K -$204K -6,880 -30%
BF
45
BOK Financial
Oklahoma
$428K +$231K +7,763 +126%
FA
46
FDx Advisors
Illinois
$424K +$409K +13,768 New
IA
47
IFP Advisors
Florida
$350K -$2.05K -69 -0.6%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$314K +$28.5K +960 +10%
BPC
49
Banque Pictet & Cie
Switzerland
$308K – – –
DMC
50
Drexel Morgan & Co
Pennsylvania
$307K -$15.2K -510 -5%
1
2
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HEWJ Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q3 2017, worth a combined $905M — up 1.8% from $889M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HEWJ and 8 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 30 added.

The largest buyer was Ameriprise, adding an estimated $20.9M. The largest seller was Citigroup, cutting an estimated $49.7M.

  • 69 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q3 2017, down from 70 in Q2 2017.
  • Funds reported $905M of iShares Currency Hedged MSCI Japan ETF stock for Q3 2017, up 1.8% quarter-over-quarter.
  • 8 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q3 2017 and 9 closed out, a net change of -1 holder.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q3 2017 was Ameriprise, an estimated $20.9M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q3 2017 was Citigroup, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2017.