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iShares Currency Hedged MSCI Japan ETF

56 hedge funds and large institutions have $196M invested in iShares Currency Hedged MSCI Japan ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 5556 (+1)

0% more capital invested

Capital invested by funds: $196M → $196M (+$230K)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

3.06% less ownership

Funds ownership: 38.16%35.1% (-3.1%)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
18
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$640K -$11.1M -283,471 -95%
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$594K -$104K -2,666 -15%
CCA
28
Clearwater Capital Advisors
Illinois
$558K -$4.89K -125 -0.9%
Bank Julius Baer & Co
29
Bank Julius Baer & Co
Switzerland
$499K -$2.62K -67 -0.5%
CS
30
Credit Suisse
Switzerland
$409K -$8.18K -209 -2%
GL
31
Graypoint LLC
New York
$402K +$391K +10,000 New
RWM
32
Ritholtz Wealth Management
New York
$384K -$587 -15 -0.2%
LB
33
Leo Brokerage
Texas
$338K -$325K -8,304 -50%
Marshall Wace
34
Marshall Wace
United Kingdom
$312K -$137K -3,506 -31%
SC
35
Scotia Capital
Ontario, Canada
$297K +$4.34K +111 +2%
PBT
36
Pictet Bank & Trust
Bahamas
$294K +$19.6K +500 +7%
IFWM
37
Institute for Wealth Management
Colorado
$233K -$5.13K -131 -2%
Comerica Bank
38
Comerica Bank
Texas
$223K +$219K +5,599 New
BCA
39
Bay Colony Advisors
Massachusetts
$200K +$195K +4,980 New
Franklin Resources
40
Franklin Resources
California
$185K -$53.6K -1,370 -23%
GWM
41
Geneos Wealth Management
Colorado
$159K
TWM
42
Tradition Wealth Management
Minnesota
$88K +$626 +16 +0.7%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$66K +$1.14K +29 +2%
OIA
44
Optimum Investment Advisors
Illinois
$48K -$66.6K -1,700 -59%
4FG
45
4Thought Financial Group
New York
$48K -$1.6K -41 -3%
TFGT
46
TS Financial Group (TSFG)
Illinois
$47K
CHC
47
City Holding Co
West Virginia
$42K +$41.1K +1,051 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$28K +$27.1K +692 New
AF
49
Allworth Financial
California
$17K +$78 +2 +0.5%
Osaic Holdings
50
Osaic Holdings
Arizona
$15K -$3.92K -100 -22%

HEWJ Hedge Fund Activity: Q3 2021 in Review

56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q3 2021, worth a combined $196M — up 0.12% from $196M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HEWJ positions and 6 closed out — a net gain of 2 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $6.72M. The largest seller was JP Morgan Chase, cutting an estimated $11.1M.

  • 56 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q3 2021, up from 55 in Q2 2021.
  • Funds reported $196M of iShares Currency Hedged MSCI Japan ETF stock for Q3 2021, up 0.12% quarter-over-quarter.
  • 8 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q3 2021 and 6 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q3 2021 was UBS Group, an estimated $6.72M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q3 2021 was JP Morgan Chase, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2021.