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iShare MSCI Eurozone ETF

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: 250257 (+7)

0% more funds holding in top 10

Funds holding in top 10: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$14.8M -$16.4M -328,386 -54%
Wells Fargo
27
Wells Fargo
California
$14.6M -$1.77M -35,436 -11%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$13.8M -$3.19M -63,887 -20%
Corient Private Wealth
29
Corient Private Wealth
Florida
$13.1M -$429K -8,579 -3%
SC
30
Syon Capital
California
$12.6M -$40.1K -803 -0.3%
PL
31
Polianta Ltd
Jersey
$12.4M -$2.02M -40,400 -15%
Citigroup
32
Citigroup
New York
$11.6M +$10.1M +202,607 +1,005%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$11.4M -$9.5M -190,051 -47%
FT
34
Fiduciary Trust
Massachusetts
$9.93M -$305K -6,096 -3%
LI
35
LMCG Investments
Massachusetts
$9.13M -$321K -6,428 -4%
B
36
Barings
North Carolina
$8.91M -$8.18M -163,658 -49%
DZ Bank
37
DZ Bank
Germany
$8.6M +$975K +19,510 +13%
PPWP
38
Proquility Private Wealth Partners
Nevada
$8.44M -$740K -14,805 -8%
APW
39
Acima Private Wealth
Virginia
$8.06M +$1.03M +20,524 +15%
ANTB
40
AMG National Trust Bank
Colorado
$7.71M +$12.4K +249 +0.2%
SA
41
Sanctuary Advisors
Indiana
$6.68M +$780K +15,614 +12%
SC
42
Scotia Capital
Ontario, Canada
$6.49M +$103K +2,061 +2%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$6.44M -$6.78M -135,638 -52%
BWM
44
Bulltick Wealth Management
Florida
$6.38M +$2.85M +57,031 +88%
TA
45
TKG Advisors
Indiana
$6.32M +$61.2K +1,225 +1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$6.1M +$5M +100,165 +599%
CCA
47
Conservest Capital Advisors
Pennsylvania
$5.98M +$1.27M +25,455 +28%
Bank Julius Baer & Co
48
Bank Julius Baer & Co
Switzerland
$5.82M -$294K -5,891 -6%
NA
49
Nottingham Advisors
New York
$5.54M +$592K +11,848 +13%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$5.52M +$4.44M +88,806 +526%

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.