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HEWJ Institutional Ownership

iShares Currency Hedged MSCI Japan ETF
1W: +1.4% 1M: +2.5% 3M: +1.7% YTD: +25.0% 1Y: +36.3% 3Y: +101.7% 5Y: +149.9%
$66.41
+0.91 (+1.39%)
 
Weekly Expected Move ±2.3%
$63 $65 $66 $68 $69
ETF AMEX · AUM $767.0M

Institutional Ownership — HEWJ

97
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
432M
Total Invested
16
New Positions
23
Increased
30
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (102 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 1,890,942 126M +225,246 +13.5% 15Q SEC ↗
2 BlackRock, Inc. 881,345 59M +855 +0.1% 8Q SEC ↗
3 DEUTSCHE BANK AG 730,487 49M -6,795 -0.9% 19Q SEC ↗
4 Modern Wealth Management, LLC 670,038 44M -9,927 -1.5% 4Q SEC ↗
5 JPMORGAN CHASE & CO 468,047 31M -57,221 -10.9% 9Q SEC ↗
6 MORGAN STANLEY 445,357 30M +235,827 +112.6% 49Q SEC ↗
7 PARTNERS CAPITAL INVESTMENT GROUP, LLP 295,885 20M -47,912 -13.9% 25Q SEC ↗
8 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 173,243 12M — +0.0% 4Q SEC ↗
9 UBS Group AG 139,055 9M +80,421 +137.2% 47Q SEC ↗
10 TD Waterhouse Canada Inc. NEW 125,349 8M — +0.0% 1Q SEC ↗
11 TRUIST FINANCIAL CORP 95,803 6M -6,437 -6.3% 8Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 91,578 6M -217 -0.2% 5Q SEC ↗
13 Williams Jones Wealth Management, LLC. 62,520 4M -330 -0.5% 3Q SEC ↗
14 LPL Financial LLC 43,039 3M +1,104 +2.6% 47Q SEC ↗
15 GTS SECURITIES LLC 38,022 3M +3,374 +9.7% 3Q SEC ↗
16 WELLS FARGO & COMPANY/MN 36,278 2M +5,586 +18.2% 45Q SEC ↗
17 JONES FINANCIAL COMPANIES LLLP 34,187 2M -1,856 -5.1% 9Q SEC ↗
18 CITADEL ADVISORS LLC NEW 31,212 2M — +0.0% 1Q SEC ↗
19 US BANCORP \DE 28,435 2M +741 +2.7% 39Q SEC ↗
20 NATIXIS 27,913 2M +10,365 +59.1% 7Q SEC ↗
21 Jackson Hole Capital Partners, LLC 22,072 1M — +0.0% 30Q SEC ↗
22 NewEdge Advisors, LLC 20,774 1M +8,123 +64.2% 3Q SEC ↗
23 Lido Advisors, LLC NEW 20,703 1M — +0.0% 1Q SEC ↗
24 OVERSEA-CHINESE BANKING Corp Ltd 20,530 1M — +0.0% 15Q SEC ↗
25 Bank of New York Mellon Corp 18,421 1M +1 +0.0% 4Q SEC ↗
26 GOLDMAN SACHS GROUP INC 15,764 1M -69,195 -81.4% 15Q SEC ↗
27 Somerset Trust Co 14,839 985K +120 +0.8% 12Q SEC ↗
28 Cetera Investment Advisers NEW 14,021 931K — +0.0% 1Q SEC ↗
29 CIBC WORLD MARKET INC. 12,068 801K — +0.0% 13Q SEC ↗
30 Robertson Stephens Wealth Management, 11,730 779K +6,197 +112.0% 3Q SEC ↗
31 PNC Financial Services Group, Inc. 11,631 772K — +0.0% 9Q SEC ↗
32 UBS AM, a distinct business unit of UB 11,338 753K -726 -6.0% 3Q SEC ↗
33 Vise Technologies, Inc. NEW 11,116 738K — +0.0% 1Q SEC ↗
34 Rockefeller Capital Management L.P. 10,588 703K — +0.0% 5Q SEC ↗
35 BNP PARIBAS FINANCIAL MARKETS 10,165 675K +1,756 +20.9% 4Q SEC ↗
36 Advisory Alpha, LLC 10,035 666K -17 -0.2% 8Q SEC ↗
37 INTREPID FAMILY OFFICE LLC 10,000 664K — +0.0% 3Q SEC ↗
38 FIFTH THIRD BANCORP 9,143 607K +5,618 +159.4% 2Q SEC ↗
39 EP Wealth Advisors, LLC NEW 8,495 564K — +0.0% 1Q SEC ↗
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 8,309 552K -47 -0.6% 20Q SEC ↗
41 Quantinno Capital Management LP 7,419 493K — +0.0% 2Q SEC ↗
42 FIDUCIARY FINANCIAL GROUP, LLC NEW 7,222 480K — +0.0% 1Q SEC ↗
43 LFA - Lugano Financial Advisors SA 6,868 456K — +0.0% 27Q SEC ↗
44 AMERIPRISE FINANCIAL INC 6,663 442K -5,044 -43.1% 3Q SEC ↗
45 Arkadios Wealth Advisors 5,797 385K +44 +0.8% 5Q SEC ↗
46 SCOTIA CAPITAL INC. 5,765 383K — +0.0% 14Q SEC ↗
47 SUMITOMO MITSUI FINANCIAL GROUP, INC. 5,625 374K — +0.0% 10Q SEC ↗
48 Chesley Taft & Associates LLC 5,259 349K -254 -4.6% 3Q SEC ↗
49 RITHOLTZ WEALTH MANAGEMENT 5,226 347K — +0.0% 13Q SEC ↗
50 Tradition Wealth Management, LLC 5,068 337K — +0.0% 7Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +235,827 +112.6% 445,357
BANK OF AMERICA CORP /DE +225,246 +13.5% 1,890,942
UBS Group AG +80,421 +137.2% 139,055
NATIXIS +10,365 +59.1% 27,913
NewEdge Advisors, LLC +8,123 +64.2% 20,774
Robertson Stephens Wealth Managemen +6,197 +112.0% 11,730
FIFTH THIRD BANCORP +5,618 +159.4% 9,143
WELLS FARGO & COMPANY/MN +5,586 +18.2% 36,278
GTS SECURITIES LLC +3,374 +9.7% 38,022
Qube Research & Technologies Ltd +1,811 +468.0% 2,198
BNP PARIBAS FINANCIAL MARKETS +1,756 +20.9% 10,165
LPL Financial LLC +1,104 +2.6% 43,039
Portfolio Resources Advisor Group, +976 +43.4% 3,225
BlackRock, Inc. +855 +0.1% 881,345
US BANCORP \DE +741 +2.7% 28,435
O'SHAUGHNESSY ASSET MANAGEMENT, LLC +554 +14.4% 4,411
RAYMOND JAMES FINANCIAL INC +480 +11.5% 4,672
MML INVESTORS SERVICES, LLC +239 +5.9% 4,311
SIMON QUICK ADVISORS, LLC +228 +5.5% 4,385
Somerset Trust Co +120 +0.8% 14,839
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -69,195 -81.4% 15,764
JPMORGAN CHASE & CO -57,221 -10.9% 468,047
PARTNERS CAPITAL INVESTMENT GROUP, -47,912 -13.9% 295,885
Modern Wealth Management, LLC -9,927 -1.5% 670,038
DEUTSCHE BANK AG -6,795 -0.9% 730,487
TRUIST FINANCIAL CORP -6,437 -6.3% 95,803
AMERIPRISE FINANCIAL INC -5,044 -43.1% 6,663
SUSQUEHANNA INTERNATIONAL GROUP, LL -2,564 -33.9% 5,009
JONES FINANCIAL COMPANIES LLLP -1,856 -5.1% 34,187
LAUREL OAK WEALTH MANAGEMENT, LLC -896 -15.9% 4,725
UBS AM, a distinct business unit of -726 -6.0% 11,338
OSAIC HOLDINGS, INC. -494 -14.1% 3,017
Williams Jones Wealth Management, L -330 -0.5% 62,520
Chesley Taft & Associates LLC -254 -4.6% 5,259
ENVESTNET ASSET MANAGEMENT INC -217 -0.2% 91,578
Murphy & Mullick Capital Management -170 -14.0% 1,045
SBI Securities Co., Ltd. -139 -12.1% 1,008
ROYAL BANK OF CANADA -94 -3.9% 2,323
NORTHWESTERN MUTUAL WEALTH MANAGEME -47 -0.6% 8,309
Advisory Alpha, LLC -17 -0.2% 10,035

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms