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iShare MSCI Eurozone ETF
EZU

239 hedge funds and large institutions have $5.14B invested in iShare MSCI Eurozone ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $4.34B → $5.14B (+$797M)

5.72% more ownership

Funds ownership: 66.47% → 72.19% (+5.7%)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

1% less funds holding

Funds holding: 242 → 239 (-3)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

50% less funds holding in top 10

Funds holding in top 10: 8 → 4 (-4)

89% less call options, than puts

Call options by funds: $787K | Put options by funds: $7.06M

Holders
239
Holders Change
-3
Holders Change %
-1.24%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
46
Increased
67
Reduced
83
Closed
46
Calls
$787K
Puts
$7.06M
Net Calls
-$6.27M
Net Calls Change
+$90.4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$269M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Goldman Sachs
Goldman Sachs
New York
+$83.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$66.1M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.6M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$163M
2
FTUS
Flow Traders U.S.
New York
-$88.7M
3
LPL Financial
LPL Financial
California
-$64.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$50.2M
5
PPW
Parcion Private Wealth
Washington
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
276
Northwest Investment Counselors
Oregon
– -$16.9K -400 Closed
RIA
277
Realta Investment Advisors
Delaware
– -$13.8K -301 Closed
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
– -$12.3K -290 Closed
KA
279
Kozak & Associates
Colorado
– -$6.94K -165 Closed
AWM
280
Activest Wealth Management
Florida
– -$7.09K -161 Closed
WWM
281
Wolff Wiese Magana
California
– -$6.55K -155 Closed
IFAM
282
Institutional & Family Asset Management
Colorado
– -$3.8K -90 Closed
KHC
283
Koesten Hirschmann & Crabtree
Kansas
– -$2.11K -50 Closed
IPW
284
Impact Partnership Wealth
Georgia
– -$1.9K -45 Closed
JWM
285
Janiczek Wealth Management
Colorado
– -$1.23K -29 Closed
RFA
286
Register Financial Advisors
Georgia
– -$760 -18 Closed
8 9 10 11
12

EZU Hedge Fund Activity: Q4 2023 in Review

239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q4 2023, worth a combined $5.14B — up 18% from $4.34B a quarter earlier.

Fund positioning in EZU was balanced in Q4 2023: 46 funds opened new positions, 46 closed out, 67 added to existing stakes and 83 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $269M. The largest seller was Jane Street, cutting an estimated $163M.

  • 239 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q4 2023, down from 242 in Q3 2023.
  • Funds reported $5.14B of iShare MSCI Eurozone ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 46 funds opened new iShare MSCI Eurozone ETF positions in Q4 2023 and 46 closed out, a net change of 0 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q4 2023 was Fidelity Investments, an estimated $269M added.
  • The largest iShare MSCI Eurozone ETF seller in Q4 2023 was Jane Street, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2023.