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iShares Currency Hedged MSCI Japan ETF

53 hedge funds and large institutions have $226M invested in iShares Currency Hedged MSCI Japan ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

165% more capital invested

Capital invested by funds: $85.5M → $226M (+$141M)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

25.51% more ownership

Funds ownership: 41.38%66.89% (+26%)

8% more funds holding

Funds holding: 4953 (+4)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
13
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M +$96M +2,851,150 +545%
RCIM
2
Red Cedar Investment Management
Michigan
$25M +$23.5M +697,320 New
Bank of America
3
Bank of America
North Carolina
$13.1M -$291K -8,645 -2%
SA
4
swisspartners Advisors
Switzerland
$6.48M +$644K +19,130 +12%
Goldman Sachs
5
Goldman Sachs
New York
$6.3M -$1.28M -38,025 -18%
MAM
6
Marketfield Asset Management
New York
$5.45M +$3.1M +92,223 New
PCIG
7
Partners Capital Investment Group
Massachusetts
$5.33M -$10.8M -320,410 -68%
Morgan Stanley
8
Morgan Stanley
New York
$5.29M -$677K -20,117 -12%
Jane Street
9
Jane Street
New York
$5M +$4.21M +124,925 +864%
Ameriprise
10
Ameriprise
Minnesota
$4.75M +$4.46M +132,423 New
FTUS
11
Flow Traders U.S.
New York
$4.68M +$1.75M +51,941 +66%
US Bancorp
12
US Bancorp
Minnesota
$3.66M -$802K -23,810 -19%
UBS Group
13
UBS Group
Switzerland
$2.38M -$1.44M -42,651 -39%
AllianceBernstein
14
AllianceBernstein
Tennessee
$2.01M +$1.18M +34,956 +166%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.91M +$351K +10,437 +24%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$1.78M -$211K -6,259 -11%
JHCP
17
Jackson Hole Capital Partners
Oklahoma
$1.26M
BBVA
18
Banco Bilbao Vizcaya Argentaria
Spain
$1.21M +$93.5K +2,778 +9%
Citadel Advisors
19
Citadel Advisors
Florida
$1.1M +$1.03M +30,577 New
Barclays
20
Barclays
United Kingdom
$787K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$701K +$115K +3,422 +21%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$668K +$160K +4,754 +34%
VCM
23
Versant Capital Management
Arizona
$643K
Bank Julius Baer & Co
24
Bank Julius Baer & Co
Switzerland
$566K +$45.7K +1,356 +9%
LPL Financial
25
LPL Financial
California
$550K +$144K +4,264 +39%

HEWJ Hedge Fund Activity: Q4 2020 in Review

53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2020, worth a combined $226M — up 165% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HEWJ positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $96M. The largest seller was Partners Capital Investment Group, cutting an estimated $10.8M.

  • 53 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2020, up from 49 in Q3 2020.
  • Funds reported $226M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2020, up 165% quarter-over-quarter.
  • 10 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2020 was BlackRock, an estimated $96M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2020 was Partners Capital Investment Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2020.