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iShares Currency Hedged MSCI Japan ETF

62 hedge funds and large institutions have $238M invested in iShares Currency Hedged MSCI Japan ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

7.24% less ownership

Funds ownership: 73.59%66.35% (-7.2%)

16% less capital invested

Capital invested by funds: $284M → $238M (-$46M)

16% less funds holding

Funds holding: 7462 (-12)

55% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25K

Holders
62
Holders Change
-12
Holders Change %
-16.22%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
17
Reduced
18
Closed
22
Calls
Puts
$25K
Net Calls
-$25K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
26
Somerset Trust
Pennsylvania
$546K -$2.22K -54 -0.4%
Charles Schwab
27
Charles Schwab
California
$536K +$538K +13,051 New
Franklin Resources
28
Franklin Resources
California
$414K +$293K +7,120 +274%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$401K -$312K -7,581 -44%
LWL
30
Leo Wealth LLC
Texas
$350K +$124 +3 +0%
Stifel Financial
31
Stifel Financial
Missouri
$323K -$8.44K -205 -3%
SC
32
Scotia Capital
Ontario, Canada
$291K
LFASL
33
Lugano Financial Advisors SA (LFA)
Switzerland
$272K
AA
34
Advisory Alpha
Michigan
$256K +$257K +6,245 New
RRCM
35
Rappaport Reiches Capital Management
Illinois
$243K +$24.7K +600 +11%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$239K
HighTower Advisors
37
HighTower Advisors
Illinois
$234K +$20.8K +505 +10%
SMFG
38
Sumitomo Mitsui Financial Group
Japan
$231K
TWC
39
TD Waterhouse Canada
Ontario, Canada
$224K -$412 -10 -0.2%
RWM
40
Ritholtz Wealth Management
New York
$215K
Osaic Holdings
41
Osaic Holdings
Arizona
$214K -$43.4K -1,053 -17%
HH
42
Hilltop Holdings
Texas
$205K
GWM
43
Geneos Wealth Management
Colorado
$164K
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$159K
Comerica Bank
45
Comerica Bank
Texas
$159K -$41 -1 -0%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$148K -$119K -2,890 -45%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$99K +$329 +8 +0.3%
CA
48
CoreCap Advisors
Michigan
$97.1K +$97.4K +2,366 New
JP Morgan Chase
49
JP Morgan Chase
New York
$86.2K -$13.7M -331,805 -99%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$31.9K +$206 +5 +0.6%

HEWJ Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q3 2024, worth a combined $238M — down 16% from $284M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HEWJ and 10 opened new positions — a net loss of 12 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, opening a new position worth an estimated $52.7M. The largest seller was Prudential plc, exiting entirely with an estimated $22.3M sold.

  • 62 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q3 2024, down from 74 in Q2 2024.
  • Funds reported $238M of iShares Currency Hedged MSCI Japan ETF stock for Q3 2024, down 16% quarter-over-quarter.
  • 10 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q3 2024 and 22 closed out, a net change of -12 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q3 2024 was BlackRock, an estimated $52.7M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q3 2024 was Prudential plc, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2024.