We are live on ! Find out more
HEWJ icon

iShares Currency Hedged MSCI Japan ETF

69 hedge funds and large institutions have $905M invested in iShares Currency Hedged MSCI Japan ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

2% more capital invested

Capital invested by funds: $889M → $905M (+$16.1M)

1.04% less ownership

Funds ownership: 73.97%72.92% (-1%)

1% less funds holding

Funds holding: 7069 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
8
Increased
30
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$287M -$16.9M -567,183 -6%
CI
2
Clal Insurance
Israel
$127M +$6.05M +203,774 +5%
Franklin Resources
3
Franklin Resources
California
$126M +$7.3M +245,558 +6%
Ameriprise
4
Ameriprise
Minnesota
$53.3M +$20.9M +704,608 +69%
Morgan Stanley
5
Morgan Stanley
New York
$49.9M +$2.62M +88,252 +6%
US Bancorp
6
US Bancorp
Minnesota
$29.7M +$8.13M +273,704 +40%
SFM
7
Signature Financial Management
Virginia
$28.4M
BS
8
Banco Santander
Spain
$22.7M +$4.16M +140,005 +23%
Goldman Sachs
9
Goldman Sachs
New York
$22.3M -$1.02M -34,246 -5%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$14.5M -$63.6K -2,139 -0.5%
Bank of America
11
Bank of America
North Carolina
$14.3M +$2.39M +80,411 +21%
UBS Group
12
UBS Group
Switzerland
$12.1M +$296K +9,973 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11M -$22.3K -749 -0.2%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$10.9M +$9.11M +306,669 +640%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.4M +$2.12M +71,467 +27%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$8.73M +$1.99M +67,030 +31%
Federated Hermes
17
Federated Hermes
Pennsylvania
$7.24M +$169K +5,700 +2%
SQA
18
Simon Quick Advisors
New Jersey
$6.88M +$127K +4,280 +2%
BCI
19
Brinker Capital Investments
Pennsylvania
$6.66M
MP
20
Manifold Partners
California
$5.96M -$58.2K -1,958 -1%
RJA
21
Raymond James & Associates
Florida
$4.52M +$1.64M +55,179 +60%
Citadel Advisors
22
Citadel Advisors
Florida
$4.36M +$3.94M +132,718 +1,525%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.24M -$3.48K -117 -0.1%
CLOS
24
Compagnie Lombard Odier SCmA
Switzerland
$3.9M
MML Investors Services
25
MML Investors Services
Massachusetts
$2.93M +$579K +19,497 +26%

HEWJ Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q3 2017, worth a combined $905M — up 1.8% from $889M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HEWJ and 8 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 30 added.

The largest buyer was Ameriprise, adding an estimated $20.9M. The largest seller was Citigroup, cutting an estimated $49.7M.

  • 69 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q3 2017, down from 70 in Q2 2017.
  • Funds reported $905M of iShares Currency Hedged MSCI Japan ETF stock for Q3 2017, up 1.8% quarter-over-quarter.
  • 8 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q3 2017 and 9 closed out, a net change of -1 holder.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q3 2017 was Ameriprise, an estimated $20.9M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q3 2017 was Citigroup, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2017.