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iShares Currency Hedged MSCI Japan ETF
HEWJ

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: 1 → 3 (+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: 59 → 77 (+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

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$72.5M
2
CAM
Contour Asset Management
New York
+$63.8M
3
RIG
RiverFront Investment Group
Virginia
+$47.3M
4
Citigroup
Citigroup
New York
+$23.3M
5
Franklin Resources
Franklin Resources
California
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$14.1M
2
Jane Street
Jane Street
New York
-$12.9M
3
Ameriprise
Ameriprise
Minnesota
-$9.1M
4
ANTB
AMG National Trust Bank
Colorado
-$4.04M
5
OMC
Old Mission Capital
Illinois
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
76
Contravisory Investment Management
Massachusetts
$1K +$532 +20 New
KIM
77
Karpus Investment Management
New York
– -$14.1M -568,550 Closed
ANTB
78
AMG National Trust Bank
Colorado
– -$4.04M -162,827 Closed
Citadel Advisors
79
Citadel Advisors
Florida
– -$2.51M -101,431 Closed
CAN
80
Cetera Advisor Networks
California
– -$285K -11,516 Closed
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
– -$216K -8,680 Closed
NPC
82
National Planning Corporation
California
– -$210K -8,265 Closed
EAMA
83
EFG Asset Management (Americas)
Florida
– -$146K -5,877 Closed
CG
84
Cutler Group
California
– -$112K -4,200 Closed
TRCT
85
Tower Research Capital (TRC)
New York
– -$15K -600 Closed
ACM
86
Argentus Capital Management
Texas
– -$4K -146 Closed
MWP
87
MYCIO Wealth Partners
Pennsylvania
– -$3K -133 Closed
GBT
88
Grove Bank & Trust
Florida
– -$2K -100 Closed
1 2 3
4

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.