We are live on ! Find out more
EZU icon

iShare MSCI Eurozone ETF

237 hedge funds and large institutions have $6.86B invested in iShare MSCI Eurozone ETF in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

13% more capital invested

Capital invested by funds: $6.06B → $6.86B (+$794M)

3.28% more ownership

Funds ownership: 45.84%49.12% (+3.3%)

2% more funds holding

Funds holding: 233237 (+4)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

13% less call options, than puts

Call options by funds: $4.15M | Put options by funds: $4.77M

Holders
237
Holders Change
+4
Holders Change %
+1.72%
% of All Funds
5.91%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
34
Increased
86
Reduced
79
Closed
28
Calls
$4.15M
Puts
$4.77M
Net Calls
-$620K
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$12K
SSB
227
Sandy Spring Bank
Maryland
$11K
BTIS
228
BB&T Investment Services
North Carolina
$8K -$485K -11,586 -98%
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$7K +$6.83K +163 New
PG
230
Patten Group
Tennessee
$4K
BONST
231
Bank of Nova Scotia Trust
Ontario, Canada
$4K +$3.56K +85 New
TCM
232
TD Capital Management
Tennessee
$3K +$2.6K +62 New
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$2K
RFA
234
Reilly Financial Advisors
California
$2K +$2.01K +48 New
GWM
235
Geneos Wealth Management
Colorado
$1K -$1.35M -32,173 -100%
AWM
236
AllSquare Wealth Management
New York
$1K +$796 +19 New
Walleye Trading
237
Walleye Trading
New York
$651 +$349K +8,334 +124%
Caisse de Depot et Placement du Quebec (CDPQ)
238
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$64.5M -1,603,000 Closed
SG Americas Securities
239
SG Americas Securities
New York
-$25.9M -642,462 Closed
NSLI
240
Nan Shan Life Insurance
Taiwan
-$12.4M -307,240 Closed
Citadel Advisors
241
Citadel Advisors
Florida
-$9.24M -229,038 Closed
IUHSA
242
Itau Unibanco Holding S.A.
Brazil
-$6.99M -173,259 Closed
TSS
243
Two Sigma Securities
New York
-$5.92M -146,797 Closed
FM
244
Forward Management
California
-$5.66M -140,255 Closed
FMP
245
Financial Management Professionals
Texas
-$5.1M -126,598 Closed
H
246
Hexavest
Quebec, Canada
-$4.62M -114,647 Closed
FIM
247
Freedom Investment Management
Connecticut
-$4.16M -103,259 Closed
Capstone Investment Advisors
248
Capstone Investment Advisors
New York
-$3.24M -80,313 Closed
Millennium Management
249
Millennium Management
New York
-$1.79M -44,379 Closed
RIL
250
Rothschild Investment LLC
Illinois
-$1.24M -30,774 Closed

EZU Hedge Fund Activity: Q3 2017 in Review

237 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q3 2017, worth a combined $6.86B — up 13% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EZU positions and 28 closed out — a net gain of 6 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was Bank of Nova Scotia, cutting an estimated $122M.

  • 237 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q3 2017, up from 233 in Q2 2017.
  • Funds reported $6.86B of iShare MSCI Eurozone ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 34 funds opened new iShare MSCI Eurozone ETF positions in Q3 2017 and 28 closed out, a net change of +6 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest iShare MSCI Eurozone ETF seller in Q3 2017 was Bank of Nova Scotia, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2017.