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iShares Currency Hedged MSCI Japan ETF
HEWJ

58 hedge funds and large institutions have $123M invested in iShares Currency Hedged MSCI Japan ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

21% more funds holding

Funds holding: 48 → 58 (+10)

13% more capital invested

Capital invested by funds: $108M → $123M (+$14.5M)

2.52% less ownership

Funds ownership: 61.83% → 59.31% (-2.5%)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
15
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIG
Partners Capital Investment Group
Massachusetts
+$12.1M
2
PP
Prudential plc
United Kingdom
+$10.4M
3
HCA
Heck Capital Advisors
Wisconsin
+$8.9M
4
Deutsche Bank
Deutsche Bank
Germany
+$5.68M
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.62M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$49.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.54M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.03M
4
OMC
Old Mission Capital
Illinois
-$1.61M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$733K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
26
Jaffetilchin Investment Partners
Florida
$376K +$346K +11,179 New
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$369K – – –
SC
28
Scotia Capital
Ontario, Canada
$340K +$92.9K +3,000 +42%
LB
29
Leo Brokerage
Texas
$316K – – –
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$300K +$276K +8,904 New
AllianceBernstein
31
AllianceBernstein
Tennessee
$279K -$43.5K -1,404 -15%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$272K +$619 +20 +0.2%
Stifel Financial
33
Stifel Financial
Missouri
$242K +$712 +23 +0.3%
Osaic Holdings
34
Osaic Holdings
Arizona
$237K -$2.03M -65,554 -90%
RWM
35
Ritholtz Wealth Management
New York
$231K +$213K +6,870 New
CIBC World Market
36
CIBC World Market
Ontario, Canada
$229K +$211K +6,815 New
RJA
37
Raymond James & Associates
Florida
$227K +$209K +6,754 New
GWM
38
Geneos Wealth Management
Colorado
$135K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$120K -$498K -16,095 -82%
Franklin Resources
40
Franklin Resources
California
$87.5K – – –
TWM
41
Tradition Wealth Management
Minnesota
$86K – – –
William Blair & Company
42
William Blair & Company
Illinois
$58.9K +$54.2K +1,750 New
SMA
43
Sage Mountain Advisors
Georgia
$53.8K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$52.9K – – –
4FG
45
4Thought Financial Group
New York
$31.8K +$29.2K +943 New
TWC
46
TD Waterhouse Canada
Ontario, Canada
$24.5K – – –
Barclays
47
Barclays
United Kingdom
$22.9K +$21.1K +681 New
NRC
48
New Republic Capital
North Carolina
$21.4K – – –
PCM
49
Penserra Capital Management
California
$19K +$18.3K +591 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
1
2
3

HEWJ Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q2 2023, worth a combined $123M — up 13% from $108M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HEWJ positions and 7 closed out — a net gain of 10 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $12.1M. The largest seller was BlackRock, cutting an estimated $49.9M.

  • 58 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $123M of iShares Currency Hedged MSCI Japan ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 17 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q2 2023 and 7 closed out, a net change of +10 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q2 2023 was Partners Capital Investment Group, an estimated $12.1M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q2 2023 was BlackRock, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2023.