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iShares Currency Hedged MSCI Japan ETF
HEWJ

59 hedge funds and large institutions have $130M invested in iShares Currency Hedged MSCI Japan ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7.18% more ownership

Funds ownership: 55.66% → 62.84% (+7.2%)

7% more capital invested

Capital invested by funds: $122M → $130M (+$8.26M)

2% more funds holding

Funds holding: 58 → 59 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.4M
2
Deutsche Bank
Deutsche Bank
Germany
+$13.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.92M
4
FTUS
Flow Traders U.S.
New York
+$3.6M
5
Ameriprise
Ameriprise
Minnesota
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$34.3M
2
TF
Trek Financial
Arizona
-$1.06M
3
Bank of America
Bank of America
North Carolina
-$974K
4
PP
Prudential plc
United Kingdom
-$793K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$599K
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
26
Somerset Trust
Pennsylvania
$420K -$15.3K -441 -4%
Wells Fargo
27
Wells Fargo
California
$387K -$395K -11,400 -51%
LFASL
28
Lugano Financial Advisors SA (LFA)
Switzerland
$384K +$31.8K +917 +9%
SC
29
Scotia Capital
Ontario, Canada
$352K – – –
LWL
30
Leo Wealth LLC
Texas
$344K +$305K +8,820 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$293K +$1.83K +53 +0.6%
Stifel Financial
32
Stifel Financial
Missouri
$284K +$36.6K +1,056 +15%
RWM
33
Ritholtz Wealth Management
New York
$240K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$218K -$599K -17,313 -73%
AllianceBernstein
35
AllianceBernstein
Tennessee
$215K – – –
TWC
36
TD Waterhouse Canada
Ontario, Canada
$174K -$41.4K -1,196 -20%
TWM
37
Tradition Wealth Management
Minnesota
$168K +$77.9K +2,250 +88%
GWM
38
Geneos Wealth Management
Colorado
$140K – – –
Comerica Bank
39
Comerica Bank
Texas
$115K -$5.96K -172 -5%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$101K – – –
Franklin Resources
41
Franklin Resources
California
$90.8K – – –
4FG
42
4Thought Financial Group
New York
$32.8K -$485 -14 -1%
Osaic Holdings
43
Osaic Holdings
Arizona
$31.5K +$17.5K +506 +128%
Barclays
44
Barclays
United Kingdom
$23.8K – – –
NRC
45
New Republic Capital
North Carolina
$22.2K – – –
William Blair & Company
46
William Blair & Company
Illinois
$19.2K -$41.5K -1,200 -69%
TRCT
47
Tower Research Capital (TRC)
New York
$19.2K +$18.6K +538 +4,891%
TFGT
48
TS Financial Group (TSFG)
Illinois
$16K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$14K +$13.8K +400 New
1
2
3

HEWJ Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2023, worth a combined $130M — up 6.8% from $122M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HEWJ positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.4M. The largest seller was JP Morgan Chase, cutting an estimated $34.3M.

  • 59 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2023, up from 58 in Q3 2023.
  • Funds reported $130M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2023, up 6.8% quarter-over-quarter.
  • 7 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2023 was Morgan Stanley, an estimated $14.4M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2023 was JP Morgan Chase, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2023.