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iShare MSCI Eurozone ETF
EZU

245 hedge funds and large institutions have $5.01B invested in iShare MSCI Eurozone ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 18

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

27% more funds holding

Funds holding: 193 → 245 (+52)

24% more capital invested

Capital invested by funds: $4.05B → $5.01B (+$956M)

1.82% less ownership

Funds ownership: 67.51% → 65.69% (-1.8%)

22% less call options, than puts

Call options by funds: $8.04M | Put options by funds: $10.3M

Holders
245
Holders Change
+52
Holders Change %
+26.94%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
74
Increased
73
Reduced
54
Closed
18
Calls
$8.04M
Puts
$10.3M
Net Calls
-$2.22M
Net Calls Change
-$4.9M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$116M
2
HI
Horizon Investments
North Carolina
+$93.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$85.6M
4
PPW
Parcion Private Wealth
Washington
+$40.8M
5
Goldman Sachs
Goldman Sachs
New York
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$217M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$18.8M
3
UBS Group
UBS Group
Switzerland
-$17.4M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$12.7M
5
1CP
1607 Capital Partners
Virginia
-$8.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
251
Millennium Management
New York
– -$936K -23,719 Closed
GI
252
Glovista Investments
New Jersey
– -$740K -18,749 Closed
AWA
253
Aaron Wealth Advisors
Illinois
– -$389K -9,862 Closed
C
254
Certuity
Florida
– -$253K -6,421 Closed
EB
255
Eastern Bank
Massachusetts
– -$213K -5,390 Closed
USCWA
256
U.S. Capital Wealth Advisors
Texas
– -$94.7K -2,400 Closed
LAM
257
Lakewood Asset Management
Illinois
– -$55K -1,393 Closed
WOSD
258
WFA of San Diego
California
– -$28.8K -729 Closed
UB
259
UMB Bank
Missouri
– -$11K -289 Closed
FA
260
Fiduciary Alliance
South Carolina
– -$7.89K -200 Closed
HT
261
Headlands Technologies
Illinois
– -$7K -173 Closed
CWP
262
Concord Wealth Partners
Virginia
– -$5.33K -135 Closed
CHC
263
City Holding Co
West Virginia
– -$1.81K -46 Closed
S
264
SignatureFD
Georgia
– -$39 -1 Closed
7 8 9 10
11

EZU Hedge Fund Activity: Q1 2023 in Review

245 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q1 2023, worth a combined $5.01B — up 24% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EZU positions and 18 closed out — a net gain of 56 holders — while 73 added to existing stakes and 54 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $217M.

  • 245 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q1 2023, up from 193 in Q4 2022.
  • Funds reported $5.01B of iShare MSCI Eurozone ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 74 funds opened new iShare MSCI Eurozone ETF positions in Q1 2023 and 18 closed out, a net change of +56 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q1 2023 was AssetMark Inc, an estimated $116M added.
  • The largest iShare MSCI Eurozone ETF seller in Q1 2023 was Bank of America, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2023.