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iShare MSCI Eurozone ETF
EZU

257 hedge funds and large institutions have $5.77B invested in iShare MSCI Eurozone ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

11% more capital invested

Capital invested by funds: $5.22B → $5.77B (+$550M)

3.98% more ownership

Funds ownership: 68.68% → 72.66% (+4%)

3% more funds holding

Funds holding: 250 → 257 (+7)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 82

34% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $5.42M

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
35
Increased
80
Reduced
82
Closed
28
Calls
$3.56M
Puts
$5.42M
Net Calls
-$1.85M
Net Calls Change
+$1.05M

Top Buyers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
+$168M
2
Jane Street
Jane Street
New York
+$62.3M
3
PPFA
Provida Pension Fund Administrator
Chile
+$50.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$43.3M
5
RBA
Richard Bernstein Advisors
New York
+$36.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$147M
2
Morgan Stanley
Morgan Stanley
New York
-$28M
3
BlackRock
BlackRock
New York
-$17.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.4M
5
Cerity Partners
Cerity Partners
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
226
Balentine LLC
Georgia
$9.35K – – –
BCWM
227
Bartlett & Co Wealth Management
Ohio
$8.57K +$899 +18 +12%
HIA
228
Harbor Investment Advisory
Maryland
$7.83K – – –
JPWM
229
Jamison Private Wealth Management
Georgia
$7.63K +$7.29K +146 New
CWP
230
Concord Wealth Partners
Virginia
$7.05K – – –
SSB
231
Sandy Spring Bank
Maryland
$6.95K – – –
OWP
232
ORG Wealth Partners
Texas
$6.95K +$6.65K +133 New
WWP
233
WR Wealth Planners
Missouri
$6.89K – – –
HI
234
Hoey Investments
Pennsylvania
$5.32K – – –
SWM
235
Spire Wealth Management
Virginia
$5.22K -$750 -15 -13%
APC
236
Aspire Private Capital
North Carolina
$5.22K – – –
TVWM
237
Tower View Wealth Management
Wisconsin
$4.81K +$4.6K +92 New
SHF
238
Safe Harbor Fiduciary
Florida
$4.33K +$4.15K +83 New
LFG
239
Larson Financial Group
Missouri
$3.87K – – –
EBA
240
Eagle Bay Advisors
New York
$3.24K – – –
CA
241
Clearstead Advisors
Ohio
$2.72K – – –
Deutsche Bank
242
Deutsche Bank
Germany
$2.61K -$2.5K -50 -50%
SWS
243
SYSTM Wealth Solutions
Illinois
$2.2K +$899 +18 +75%
AssetMark Inc
244
AssetMark Inc
California
$2.19K +$2.1K +42 New
NCM
245
Northwest Capital Management
Oregon
$1.36K – – –
KFI
246
Key Financial Inc
Pennsylvania
$1.27K – – –
CA
247
Crewe Advisors
Utah
$1.26K – – –
NS
248
NBC Securities
Alabama
$1K +$1.25K +25 New
AWM
249
AllSquare Wealth Management
New York
$992 – – –
CPBTD
250
Central Pacific Bank - Trust Division
Hawaii
$940 – – –
8 9
10
11 12

EZU Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q3 2024, worth a combined $5.77B — up 11% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZU positions and 28 closed out — a net gain of 7 holders — while 80 added to existing stakes and 82 trimmed.

The largest buyer was TD Asset Management, adding an estimated $168M. The largest seller was Goldman Sachs, cutting an estimated $147M.

  • 257 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $5.77B of iShare MSCI Eurozone ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 35 funds opened new iShare MSCI Eurozone ETF positions in Q3 2024 and 28 closed out, a net change of +7 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q3 2024 was TD Asset Management, an estimated $168M added.
  • The largest iShare MSCI Eurozone ETF seller in Q3 2024 was Goldman Sachs, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.