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iShares Currency Hedged MSCI Japan ETF
HEWJ

58 hedge funds and large institutions have $122M invested in iShares Currency Hedged MSCI Japan ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 58 → 58 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $123M → $122M (-$494K)

3.65% less ownership

Funds ownership: 59.31% → 55.66% (-3.6%)

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
17
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$33.4M
2
UBS Group
UBS Group
Switzerland
+$3.48M
3
TF
Trek Financial
Arizona
+$1.04M
4
OMC
Old Mission Capital
Illinois
+$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$674K

Top Sellers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
-$10.5M
2
HCA
Heck Capital Advisors
Wisconsin
-$9.67M
3
Jane Street
Jane Street
New York
-$6.71M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$5.79M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$647K +$637K +18,909 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$451K +$9.19K +273 +2%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$442K +$206K +6,105 +90%
ST
29
Somerset Trust
Pennsylvania
$427K +$420K +12,482 New
LFASL
30
Lugano Financial Advisors SA (LFA)
Switzerland
$345K -$29.2K -866 -8%
SC
31
Scotia Capital
Ontario, Canada
$345K – – –
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$285K -$19.1K -567 -6%
Stifel Financial
33
Stifel Financial
Missouri
$242K -$4.24K -126 -2%
RWM
34
Ritholtz Wealth Management
New York
$235K – – –
AllianceBernstein
35
AllianceBernstein
Tennessee
$210K -$71.7K -2,129 -26%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$209K +$182K +5,400 +742%
FMP
37
Financial Management Professionals
Texas
$183K +$180K +5,356 New
GWM
38
Geneos Wealth Management
Colorado
$137K – – –
Comerica Bank
39
Comerica Bank
Texas
$118K +$116K +3,457 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$99.3K +$44.8K +1,331 +85%
Franklin Resources
41
Franklin Resources
California
$88.9K – – –
TWM
42
Tradition Wealth Management
Minnesota
$88K +$505 +15 +0.6%
William Blair & Company
43
William Blair & Company
Illinois
$59.9K – – –
4FG
44
4Thought Financial Group
New York
$32.6K +$303 +9 +1%
Barclays
45
Barclays
United Kingdom
$23.3K – – –
NRC
46
New Republic Capital
North Carolina
$21.8K – – –
Simplex Trading
47
Simplex Trading
Illinois
$18K +$18.2K +540 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
TFGT
49
TS Financial Group (TSFG)
Illinois
$15K – – –
Osaic Holdings
50
Osaic Holdings
Arizona
$13.5K -$223K -6,635 -94%
1
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HEWJ Hedge Fund Activity: Q3 2023 in Review

58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q3 2023, worth a combined $122M — down 0.4% from $123M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HEWJ positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $33.4M. The largest seller was Prudential plc, cutting an estimated $10.5M.

  • 58 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $122M of iShares Currency Hedged MSCI Japan ETF stock for Q3 2023, down 0.4% quarter-over-quarter.
  • 10 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q3 2023 and 9 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $33.4M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q3 2023 was Prudential plc, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2023.