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iShares Currency Hedged MSCI Japan ETF
HEWJ

69 hedge funds and large institutions have $380M invested in iShares Currency Hedged MSCI Japan ETF in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $324M → $380M (+$55.7M)

10% more funds holding

Funds holding: 63 → 69 (+6)

4.24% more ownership

Funds ownership: 48.48% → 52.71% (+4.2%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
21
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$33.9M
2
Ameriprise
Ameriprise
Minnesota
+$19.9M
3
Morgan Stanley
Morgan Stanley
New York
+$13.4M
4
Bank of America
Bank of America
North Carolina
+$9.57M
5
UBS Group
UBS Group
Switzerland
+$8.48M

Top Sellers

Rank Fund Capital Flow
1
BIM
BlackRock Investment Management
Delaware
-$19.9M
2
LPL Financial
LPL Financial
California
-$12.8M
3
CBU
CIBC Bank USA
Illinois
-$8.08M
4
Franklin Resources
Franklin Resources
California
-$7.73M
5
Jane Street
Jane Street
New York
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
Glovista Investments
New Jersey
$211K +$219K +7,362 New
NFG
52
Next Financial Group
Texas
$192K – – –
CLOS
53
Compagnie Lombard Odier SCmA
Switzerland
$186K +$193K +6,500 New
WA
54
WFG Advisors
Texas
$183K +$44.5K +1,499 +31%
CFG
55
CKW Financial Group
Hawaii
$162K +$139K +4,671 +474%
MLIC
56
Mandatum Life Insurance Company
Finland
$148K +$153K +5,165 New
BHB
57
Bank Hapoalim BM
Israel
$146K -$2.17M -73,220 -94%
AIC
58
Ayalon Insurance Company
Israel
$146K – – –
MFS
59
MSI Financial Services
Massachusetts
$118K +$29.7K +1,000 +32%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$67K -$160K -5,389 -70%
UFA
61
US Financial Advisors
Massachusetts
$58K – – –
CAL
62
Capital Advisors Ltd
Ohio
$44K – – –
EWM
63
Edge Wealth Management
New York
$44K +$45.4K +1,530 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$22K +$178 +6 +0.8%
AIM
65
Advantage Investment Management
Iowa
$19K – – –
BCI
66
Brinker Capital Investments
Pennsylvania
$6K +$1.9K +64 +42%
GBT
67
Grove Bank & Trust
Florida
$3K +$2.97K +100 New
BPC
68
Banque Pictet & Cie
Switzerland
– -$1.08M -39,400 Closed
SWP
69
Stratos Wealth Partners
Ohio
– -$677K -24,637 Closed
ACM
70
Argentus Capital Management
Texas
– -$496K -16,714 -100%
RIA
71
Regal Investment Advisors
Michigan
– -$50K -1,821 Closed
WA
72
Waverly Advisors
Alabama
– -$22K -816 Closed
RPG
73
Risk Paradigm Group
Texas
– -$8.79K -320 Closed
PFG
74
Pacific Financial Group
Washington
– -$6K -233 Closed
DLHL
75
Donald L. Hagan LLC
Florida
– -$5K -200 Closed
1 2
3
4

HEWJ Hedge Fund Activity: Q4 2015 in Review

69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2015, worth a combined $380M — up 17% from $324M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HEWJ positions and 9 closed out — a net gain of 6 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $33.9M. The largest seller was BlackRock Investment Management, cutting an estimated $19.9M.

  • 69 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2015, up from 63 in Q3 2015.
  • Funds reported $380M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2015, up 17% quarter-over-quarter.
  • 15 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2015 and 9 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2015 was Goldman Sachs, an estimated $33.9M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2015 was BlackRock Investment Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2015.