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iShares Currency Hedged MSCI Japan ETF

58 hedge funds and large institutions have $123M invested in iShares Currency Hedged MSCI Japan ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

21% more funds holding

Funds holding: 4858 (+10)

13% more capital invested

Capital invested by funds: $108M → $123M (+$14.5M)

2.52% less ownership

Funds ownership: 61.83%59.31% (-2.5%)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
15
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
1
Partners Capital Investment Group
Massachusetts
$31.9M +$12.1M +390,528 +70%
PP
2
Prudential plc
United Kingdom
$11.3M +$10.4M +334,500 New
HCA
3
Heck Capital Advisors
Wisconsin
$9.67M +$8.9M +287,306 New
Deutsche Bank
4
Deutsche Bank
Germany
$8.48M +$5.68M +183,243 +266%
Bank of America
5
Bank of America
North Carolina
$8.13M -$654K -21,103 -8%
Jane Street
6
Jane Street
New York
$8.11M +$1.3M +41,902 +21%
SA
7
swisspartners Advisors
Switzerland
$5.98M +$65.7K +2,120 +1%
Morgan Stanley
8
Morgan Stanley
New York
$5.75M +$2.03M +65,458 +62%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.01M +$4.62M +149,200 New
PAG
10
Private Advisor Group
New Jersey
$3.7M +$3.41M +109,977 New
LPL Financial
11
LPL Financial
California
$2.46M +$1.6M +51,731 +242%
UBS Group
12
UBS Group
Switzerland
$2.43M +$16.6K +535 +0.7%
HI
13
Humankind Investments
New York
$2.1M
OCBCO
14
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.05M +$229K +7,389 +14%
LSAG
15
Lake Street Advisors Group
New Hampshire
$1.8M +$1.65M +53,392 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.58M +$19.4K +626 +1%
US Bancorp
17
US Bancorp
Minnesota
$1.55M -$115K -3,709 -7%
JHCP
18
Jackson Hole Capital Partners
Oklahoma
$1.15M
FTUS
19
Flow Traders U.S.
New York
$1.11M +$648K +20,938 +173%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1M -$32.6K -1,054 -3%
SOS
21
Silver Oak Securities
Tennessee
$1M +$920K +29,710 New
Goldman Sachs
22
Goldman Sachs
New York
$998K
Wells Fargo
23
Wells Fargo
California
$466K +$372K +12,021 +655%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$435K +$7.77K +251 +2%
GCP
25
GSA Capital Partners
United Kingdom
$418K +$384K +12,411 New

HEWJ Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q2 2023, worth a combined $123M — up 13% from $108M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HEWJ positions and 7 closed out — a net gain of 10 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Partners Capital Investment Group, adding an estimated $12.1M. The largest seller was BlackRock, cutting an estimated $49.9M.

  • 58 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $123M of iShares Currency Hedged MSCI Japan ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 17 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q2 2023 and 7 closed out, a net change of +10 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q2 2023 was Partners Capital Investment Group, an estimated $12.1M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q2 2023 was BlackRock, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2023.