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iShares Currency Hedged MSCI Japan ETF

83 hedge funds and large institutions have $669M invested in iShares Currency Hedged MSCI Japan ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

20% more funds holding

Funds holding: 6983 (+14)

14.09% less ownership

Funds ownership: 72.92%58.83% (-14%)

26% less capital invested

Capital invested by funds: $905M → $669M (-$236M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
83
Holders Change
+14
Holders Change %
+20.29%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
22
Increased
19
Reduced
26
Closed
7
Calls
$126M
Puts
Net Calls
+$126M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FDx Advisors
Illinois
$597K +$135K +4,133 +30%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$548K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$543K -$10.4M -319,750 -95%
MML Investors Services
54
MML Investors Services
Massachusetts
$435K -$2.68M -82,014 -86%
Wolverine Trading
55
Wolverine Trading
Illinois
$400K +$79.9K +2,447 +26%
BPC
56
Banque Pictet & Cie
Switzerland
$333K
DMC
57
Drexel Morgan & Co
Pennsylvania
$332K
SMFG
58
Sumitomo Mitsui Financial Group
Japan
$309K
NFG
59
Next Financial Group
Texas
$254K
S
60
SignatureFD
Georgia
$238K
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$231K -$5.48K -168 -2%
JP Morgan Chase
62
JP Morgan Chase
New York
$194K
ASN
63
Advisory Services Network
Georgia
$100K +$97.8K +2,996 New
Bessemer Group
64
Bessemer Group
New Jersey
$72K +$70.4K +2,158 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$65K
GT
66
Glenmede Trust
Pennsylvania
$60K +$59.6K +1,825 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$58K -$276K -8,463 -83%
TRCT
68
Tower Research Capital (TRC)
New York
$50K +$13.1K +400 +36%
Citigroup
69
Citigroup
New York
$48K +$21.3K +651 +85%
SWP
70
Stratos Wealth Partners
Ohio
$48K +$46.6K +1,427 New
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.7K -$19.1K -585 -31%
RPG
72
Risk Paradigm Group
Texas
$42.1K -$6.59K -202 -14%
AG
73
Advisor Group
Arizona
$29K +$27.9K +854 New
RE
74
RBC Europe
United Kingdom
$24.7K
RFS
75
Rockefeller Financial Services
New York
$24K

HEWJ Hedge Fund Activity: Q4 2017 in Review

83 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2017, worth a combined $669M — down 26% from $905M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HEWJ positions and 7 closed out — a net gain of 15 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $20.4M. The largest seller was BlackRock, cutting an estimated $208M.

  • 83 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $669M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2017, down 26% quarter-over-quarter.
  • 22 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2017 and 7 closed out, a net change of +15 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2017 was Ameriprise, an estimated $20.4M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2017 was BlackRock, an estimated $208M sold.

Based on aggregated 13F filings for Q4 2017.