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iShares Currency Hedged MSCI Japan ETF
HEWJ

64 hedge funds and large institutions have $198M invested in iShares Currency Hedged MSCI Japan ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $149M → $198M (+$48.6M)

7.68% more ownership

Funds ownership: 45.14% → 52.82% (+7.7%)

3% more funds holding

Funds holding: 62 → 64 (+2)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
13
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$26.8M
2
FTUS
Flow Traders U.S.
New York
+$11.9M
3
Prudential Financial
Prudential Financial
New Jersey
+$9.69M
4
Jane Street
Jane Street
New York
+$8.23M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$16.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.67M
3
Goldman Sachs
Goldman Sachs
New York
-$2.28M
4
US Bancorp
US Bancorp
Minnesota
-$1.61M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$940K +$65 +2 +0%
CCA
27
Clearwater Capital Advisors
Illinois
$887K -$363K -11,077 -29%
GWM
28
Geneos Wealth Management
Colorado
$851K -$115K -3,520 -12%
AllianceBernstein
29
AllianceBernstein
Tennessee
$837K -$165K -5,026 -17%
Barclays
30
Barclays
United Kingdom
$723K – – –
PBT
31
Pictet Bank & Trust
Bahamas
$692K -$203K -6,200 -23%
Wells Fargo
32
Wells Fargo
California
$636K +$327 +10 +0.1%
RWM
33
Ritholtz Wealth Management
New York
$600K -$491 -15 -0.1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$570K +$566K +17,289 New
Franklin Resources
35
Franklin Resources
California
$551K -$128K -3,917 -19%
DADC
36
D.A. Davidson & Co
Montana
$542K +$39.9K +1,219 +8%
LFASL
37
Lugano Financial Advisors SA (LFA)
Switzerland
$523K +$519K +15,865 New
OMC
38
Old Mission Capital
Illinois
$429K -$152K -4,633 -26%
CS
39
Credit Suisse
Switzerland
$397K -$15.3K -468 -4%
Stifel Financial
40
Stifel Financial
Missouri
$341K +$8.48K +259 +3%
IFWM
41
Institute for Wealth Management
Colorado
$303K -$40K -1,223 -12%
SC
42
Scotia Capital
Ontario, Canada
$240K – – –
HSBC Holdings
43
HSBC Holdings
United Kingdom
$223K +$7.56K +231 +4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$189K -$822K -25,107 -81%
OIA
45
Optimum Investment Advisors
Illinois
$138K – – –
B
46
Barings
North Carolina
$108K – – –
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$84K – – –
CHAM
48
Clear Harbor Asset Management
Connecticut
$71.7K +$71.2K +2,175 New
TRCT
49
Tower Research Capital (TRC)
New York
$71K +$12.6K +385 +22%
TFGT
50
TS Financial Group (TSFG)
Illinois
$58K – – –
1
2
3

HEWJ Hedge Fund Activity: Q4 2019 in Review

64 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2019, worth a combined $198M — up 33% from $149M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HEWJ positions and 7 closed out — a net gain of 3 holders — while 13 added to existing stakes and 23 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.8M. The largest seller was Ameriprise, cutting an estimated $16.3M.

  • 64 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2019, up from 62 in Q3 2019.
  • Funds reported $198M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2019, up 33% quarter-over-quarter.
  • 10 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2019 and 7 closed out, a net change of +3 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $26.8M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2019 was Ameriprise, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2019.