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iShares Currency Hedged MSCI Japan ETF

69 hedge funds and large institutions have $199M invested in iShares Currency Hedged MSCI Japan ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

52% more capital invested

Capital invested by funds: $130M → $199M (+$68.2M)

17% more funds holding

Funds holding: 5969 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.82% less ownership

Funds ownership: 62.84%61.03% (-1.8%)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
25
Reduced
11
Closed
8
Calls
$631K
Puts
Net Calls
+$631K
Net Calls Change
+$631K
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
1
Partners Capital Investment Group
Massachusetts
$42M +$9.41M +241,199 +32%
Deutsche Bank
2
Deutsche Bank
Germany
$35.2M +$9.69M +248,321 +42%
Morgan Stanley
3
Morgan Stanley
New York
$17.3M -$7.66M -196,469 -32%
Ameriprise
4
Ameriprise
Minnesota
$9.26M +$4.81M +123,209 +127%
CWM
5
CIBC World Markets
New York
$8.92M +$4.88M +125,000 New
Bank of America
6
Bank of America
North Carolina
$8.85M -$140K -3,580 -2%
UBS Group
7
UBS Group
Switzerland
$7.68M +$852K +21,839 +14%
PP
8
Prudential plc
United Kingdom
$7.05M +$6.54M +167,600 New
SA
9
swisspartners Advisors
Switzerland
$6.79M +$66.5K +1,705 +1%
PAG
10
Private Advisor Group
New Jersey
$6.22M +$114K +2,915 +2%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$5.7M +$5.29M +135,585 New
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$5.7M +$5.29M +135,585 New
OCBCO
13
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.9M +$648K +16,617 +17%
HI
14
Humankind Investments
New York
$4.81M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.22M +$2.74M +70,306 +1,122%
OMC
16
Old Mission Capital
Illinois
$2.48M +$1.25M +32,162 +120%
LPL Financial
17
LPL Financial
California
$2.24M +$461K +11,811 +28%
US Bancorp
18
US Bancorp
Minnesota
$1.85M +$316K +8,093 +22%
Goldman Sachs
19
Goldman Sachs
New York
$1.36M
GM
20
GeoWealth Management
Illinois
$1.27M +$1.17M +30,119 New
LSAG
21
Lake Street Advisors Group
New Hampshire
$1.21M +$16.5K +422 +1%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$1.21M +$402K +10,300 +56%
JHCP
23
Jackson Hole Capital Partners
Oklahoma
$1.12M
RJA
24
Raymond James & Associates
Florida
$1.09M +$5.85K +150 +0.6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$755K +$74.9K +1,920 +12%

HEWJ Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Japan ETF (HEWJ) for Q1 2024, worth a combined $199M — up 52% from $130M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HEWJ positions and 8 closed out — a net gain of 10 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $7.66M.

  • 69 institutional investors held iShares Currency Hedged MSCI Japan ETF (HEWJ) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $199M of iShares Currency Hedged MSCI Japan ETF stock for Q1 2024, up 52% quarter-over-quarter.
  • 18 funds opened new iShares Currency Hedged MSCI Japan ETF positions in Q1 2024 and 8 closed out, a net change of +10 holders.
  • The largest iShares Currency Hedged MSCI Japan ETF buyer in Q1 2024 was Deutsche Bank, an estimated $9.69M added.
  • The largest iShares Currency Hedged MSCI Japan ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.66M sold.

Based on aggregated 13F filings for Q1 2024.