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iShare MSCI Eurozone ETF

219 hedge funds and large institutions have $4.14B invested in iShare MSCI Eurozone ETF in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

97% more call options, than puts

Call options by funds: $781K | Put options by funds: $396K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $3.15B → $4.14B (+$985M)

8% more funds holding

Funds holding: 202219 (+17)

7.95% more ownership

Funds ownership: 58.35%66.3% (+8%)

12% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 73

Holders
219
Holders Change
+17
Holders Change %
+8.42%
% of All Funds
4.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
36
Increased
64
Reduced
73
Closed
17
Calls
$781K
Puts
$396K
Net Calls
+$385K
Net Calls Change
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$21.4M -$27M -667,800 -57%
UCFA
27
United Capital Financial Advisors
Texas
$18.4M -$1.57M -38,813 -8%
ANTB
28
AMG National Trust Bank
Colorado
$17.8M -$1.74M -42,987 -9%
SC
29
Scotia Capital
Ontario, Canada
$15.4M -$122K -3,003 -0.8%
LF
30
Lee Financial
Texas
$14.7M +$295K +7,280 +2%
PI
31
PFS Investments
Georgia
$12.6M +$12.2M +301,252 New
WGCA
32
Wolf Group Capital Advisors
Virginia
$11.4M -$742K -18,343 -6%
NSLI
33
Nan Shan Life Insurance
Taiwan
$10.8M
Squarepoint
34
Squarepoint
New York
$10.3M +$9.95M +245,851 New
BS
35
Banco Santander
Spain
$9.32M +$3.02M +74,553 +50%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$9.32M -$11.6K -286 -0.1%
KPW
37
Kore Private Wealth
New York
$8.97M -$19K -470 -0.2%
RCIM
38
Red Cedar Investment Management
Michigan
$7.81M +$23K +569 +0.3%
VWM
39
Venturi Wealth Management
Texas
$7.56M +$7.3M +180,423 New
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$7.46M +$7.21M +178,035 New
Ameriprise
41
Ameriprise
Minnesota
$7.38M -$2.02M -49,879 -22%
ST
42
Smithfield Trust
Pennsylvania
$7.15M -$75.6K -1,869 -1%
IA
43
IndexIQ Advisors
New York
$6.53M +$1.98M +48,818 +46%
BBVA
44
Banco Bilbao Vizcaya Argentaria
Spain
$6.46M +$6.24M +154,191 New
Hudson Bay Capital Management
45
Hudson Bay Capital Management
Connecticut
$6.43M -$1.59M -39,215 -20%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$5.77M -$3.25M -80,421 -37%
HighTower Advisors
47
HighTower Advisors
Illinois
$5.4M +$1.13K +28 +0%
NCM
48
Noesis Capital Mangement
Florida
$5.01M -$23.4K -578 -0.5%
CCA
49
Conservest Capital Advisors
Pennsylvania
$4.83M +$265K +6,556 +6%
RJA
50
Raymond James & Associates
Florida
$4.8M +$415K +10,252 +10%

EZU Hedge Fund Activity: Q4 2019 in Review

219 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q4 2019, worth a combined $4.14B — up 31% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EZU positions and 17 closed out — a net gain of 19 holders — while 64 added to existing stakes and 73 trimmed.

The largest buyer was Fiduciary Trust International of Pennsylvania, adding an estimated $147M. The largest seller was Royal Bank of Canada, cutting an estimated $45.1M.

  • 219 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $4.14B of iShare MSCI Eurozone ETF stock for Q4 2019, up 31% quarter-over-quarter.
  • 36 funds opened new iShare MSCI Eurozone ETF positions in Q4 2019 and 17 closed out, a net change of +19 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q4 2019 was Fiduciary Trust International of Pennsylvania, an estimated $147M added.
  • The largest iShare MSCI Eurozone ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2019.