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iShares Currency Hedged MSCI Japan ETF

77 hedge funds and large institutions have $532M invested in iShares Currency Hedged MSCI Japan ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more capital invested

Capital invested by funds: $213M → $532M (+$319M)

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

31% more funds holding

Funds holding: 5977 (+18)

13.96% more ownership

Funds ownership: 48.61%62.57% (+14%)

Holders
77
Holders Change
+18
Holders Change %
+30.51%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
30
Increased
23
Reduced
15
Closed
12
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
51
J. Safra Asset Management
New York
$420K +$136K +5,100 +51%
S
52
SignatureFD
Georgia
$315K +$302K +11,343 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$300K -$668K -25,117 -70%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$294K -$21.4K -803 -7%
Prudential Financial
55
Prudential Financial
New Jersey
$281K +$269K +10,100 New
NFG
56
Next Financial Group
Texas
$265K +$83.7K +3,146 +49%
ECM
57
ETrade Capital Management
Virginia
$260K +$249K +9,343 New
Wolverine Trading
58
Wolverine Trading
Illinois
$248K +$238K +8,931 New
Stifel Financial
59
Stifel Financial
Missouri
$244K +$231K +8,699 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$231K +$221K +8,297 New
JP Morgan Chase
61
JP Morgan Chase
New York
$226K -$1.52K -57 -0.7%
Northern Trust
62
Northern Trust
Illinois
$222K +$213K +8,000 New
IA
63
IFP Advisors
Florida
$201K +$191K +7,179 +13,806%
BHB
64
Bank Hapoalim BM
Israel
$180K +$90.2K +3,390 +110%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$155K +$93.6K +3,518 +171%
AIC
66
Ayalon Insurance Company
Israel
$143K
SFS
67
Sowell Financial Services
Arkansas
$53K +$49.8K +1,873 New
AG
68
Advisor Group
Arizona
$27K +$25.4K +954 New
MFS
69
MSI Financial Services
Massachusetts
$26K
RPG
70
Risk Paradigm Group
Texas
$20.4K -$2.05K -77 -9%
BTIS
71
BB&T Investment Services
North Carolina
$20K +$18.7K +702 New
BIG
72
Bellwether Investment Group
Tennessee
$15K +$14.5K +545 New
HI
73
Hudock Inc
Pennsylvania
$10K +$10.4K +391 New
AWMS
74
Advocacy Wealth Management Services
Georgia
$9K +$8.76K +329 New
AIM
75
Advantage Investment Management
Iowa
$7K

HEWJ Hedge Fund Activity: Q4 2016 in Review

77 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2016, worth a combined $532M — up 150% from $213M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HEWJ positions and 12 closed out — a net gain of 18 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $72.5M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $14.1M sold.

  • 77 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2016, up from 59 in Q3 2016.
  • Funds reported $532M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2016, up 150% quarter-over-quarter.
  • 30 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2016 and 12 closed out, a net change of +18 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2016 was Clal Insurance, an estimated $72.5M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2016 was Karpus Investment Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2016.