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iShares Currency Hedged MSCI Japan ETF
HEWJ

62 hedge funds and large institutions have $149M invested in iShares Currency Hedged MSCI Japan ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 60 → 62 (+2)

0.1% less ownership

Funds ownership: 45.24% → 45.14% (-0.1%)

19% less capital invested

Capital invested by funds: $184M → $149M (-$34.8M)

76% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 33

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$9.03M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.32M
3
FTUS
Flow Traders U.S.
New York
+$2.19M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$1.94M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$16.3M
2
CI
Clal Insurance
Israel
-$9.56M
3
Franklin Resources
Franklin Resources
California
-$4.79M
4
US Bancorp
US Bancorp
Minnesota
-$4.64M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$4.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.9M -$107K -3,594 -0.6%
Ameriprise
2
Ameriprise
Minnesota
$17.1M -$16.3M -544,080 -50%
RJA
3
Raymond James & Associates
Florida
$17M +$84.4K +2,823 +0.5%
Goldman Sachs
4
Goldman Sachs
New York
$14.8M -$473K -15,839 -3%
US Bancorp
5
US Bancorp
Minnesota
$14.1M -$4.64M -155,412 -26%
PCIG
6
Partners Capital Investment Group
Massachusetts
$9.41M +$9.03M +302,162 New
Bank of America
7
Bank of America
North Carolina
$7.11M -$2.03M -68,032 -23%
UBS Group
8
UBS Group
Switzerland
$6.32M -$1.36M -45,607 -18%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$5.72M -$1.97M -65,933 -26%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$5.07M +$916K +30,659 +23%
FTUS
11
Flow Traders U.S.
New York
$4.77M +$2.19M +73,240 +92%
Federated Hermes
12
Federated Hermes
Pennsylvania
$3.39M -$2.84M -95,028 -47%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.43M +$2.32M +77,765 New
BS
14
Banco Santander
Spain
$2.26M -$55.9K -1,870 -3%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$2.02M +$1.94M +64,960 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.56M +$1.5M +50,207 New
Credit Agricole
17
Credit Agricole
France
$1.5M -$339K -11,336 -19%
CCA
18
Clearwater Capital Advisors
Illinois
$1.18M -$280K -9,385 -20%
JHCP
19
Jackson Hole Capital Partners
Oklahoma
$1.16M -$14.9K -497 -1%
M&T Bank
20
M&T Bank
New York
$1.13M -$29.7K -995 -3%
LPL Financial
21
LPL Financial
California
$1.05M +$49.2K +1,646 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$961K +$504K +16,864 +121%
AllianceBernstein
23
AllianceBernstein
Tennessee
$947K -$4.15M -138,829 -82%
GWM
24
Geneos Wealth Management
Colorado
$901K -$166K -5,565 -16%
William Blair & Company
25
William Blair & Company
Illinois
$888K -$266K -8,891 -24%
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HEWJ Hedge Fund Activity: Q3 2019 in Review

62 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q3 2019, worth a combined $149M — down 19% from $184M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEWJ positions and 6 closed out — a net gain of 3 holders — while 8 added to existing stakes and 33 trimmed.

The largest buyer was Partners Capital Investment Group, opening a new position worth an estimated $9.03M. The largest seller was Ameriprise, cutting an estimated $16.3M.

  • 62 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q3 2019, up from 60 in Q2 2019.
  • Funds reported $149M of iShares Currency Hedged MSCI Japan ETF stock for Q3 2019, down 19% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q3 2019 and 6 closed out, a net change of +3 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q3 2019 was Partners Capital Investment Group, an estimated $9.03M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q3 2019 was Ameriprise, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2019.