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iShares Currency Hedged MSCI Japan ETF

59 hedge funds and large institutions have $130M invested in iShares Currency Hedged MSCI Japan ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7.18% more ownership

Funds ownership: 55.66%62.84% (+7.2%)

7% more capital invested

Capital invested by funds: $122M → $130M (+$8.26M)

2% more funds holding

Funds holding: 5859 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
17
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
1
Partners Capital Investment Group
Massachusetts
$26.5M -$583K -16,828 -2%
Morgan Stanley
2
Morgan Stanley
New York
$21.2M +$14.4M +416,531 +219%
Deutsche Bank
3
Deutsche Bank
Germany
$20.5M +$13.3M +384,488 +189%
Bank of America
4
Bank of America
North Carolina
$7.48M -$974K -28,135 -12%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.63M +$5.92M +170,952 +904%
UBS Group
6
UBS Group
Switzerland
$5.61M -$511K -14,747 -8%
SA
7
swisspartners Advisors
Switzerland
$5.21M -$35.3K -1,020 -0.6%
PAG
8
Private Advisor Group
New Jersey
$5.06M +$1.13M +32,730 +29%
HI
9
Humankind Investments
New York
$4.32M +$1.16M +33,515 +99%
FTUS
10
Flow Traders U.S.
New York
$3.63M +$3.6M +103,991 New
OCBCO
11
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.49M +$1.35M +38,895 +64%
Ameriprise
12
Ameriprise
Minnesota
$3.38M +$3.35M +96,845 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.75M +$804K +23,226 +86%
Jane Street
14
Jane Street
New York
$1.65M +$184K +5,309 +13%
LPL Financial
15
LPL Financial
California
$1.45M -$276K -7,965 -16%
US Bancorp
16
US Bancorp
Minnesota
$1.26M -$165K -4,768 -12%
Goldman Sachs
17
Goldman Sachs
New York
$1.13M -$229K -6,624 -17%
LSAG
18
Lake Street Advisors Group
New Hampshire
$992K -$35 -1 -0%
OMC
19
Old Mission Capital
Illinois
$935K -$135K -3,902 -13%
JHCP
20
Jackson Hole Capital Partners
Oklahoma
$932K
RJA
21
Raymond James & Associates
Florida
$897K +$52.2K +1,509 +6%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$644K -$60.9K -1,760 -9%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$569K +$107K +3,092 +23%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$560K -$474K -13,697 -46%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$535K +$83.3K +2,405 +19%

HEWJ Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q4 2023, worth a combined $130M — up 6.8% from $122M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HEWJ positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.4M. The largest seller was JP Morgan Chase, cutting an estimated $34.3M.

  • 59 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q4 2023, up from 58 in Q3 2023.
  • Funds reported $130M of iShares Currency Hedged MSCI Japan ETF stock for Q4 2023, up 6.8% quarter-over-quarter.
  • 7 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q4 2023 was Morgan Stanley, an estimated $14.4M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q4 2023 was JP Morgan Chase, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2023.