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iShare MSCI Eurozone ETF

202 hedge funds and large institutions have $5.2B invested in iShare MSCI Eurozone ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

76% more capital invested

Capital invested by funds: $2.96B → $5.2B (+$2.24B)

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

5.56% more ownership

Funds ownership: 58.62%64.18% (+5.6%)

4% more funds holding

Funds holding: 195202 (+7)

29% less call options, than puts

Call options by funds: $3.98M | Put options by funds: $5.56M

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
35
Increased
73
Reduced
49
Closed
27
Calls
$3.98M
Puts
$5.56M
Net Calls
-$1.58M
Net Calls Change
+$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
76
Accuvest Global Advisors
Utah
$1.64M +$1.65M +33,275 New
Stifel Financial
77
Stifel Financial
Missouri
$1.61M +$3.42K +69 +0.2%
SCM
78
SOL Capital Management
Maryland
$1.49M -$38.4K -775 -3%
BCM
79
Barometer Capital Management
Ontario, Canada
$1.45M +$1.46M +29,400 New
DTIM
80
Danda Trouve Investment Management
Kansas
$1.44M +$1.45M +29,184 New
HighTower Advisors
81
HighTower Advisors
Illinois
$1.43M +$439K +8,870 +44%
RJA
82
Raymond James & Associates
Florida
$1.37M +$54.1K +1,092 +4%
M&T Bank
83
M&T Bank
New York
$1.35M -$18.9K -381 -1%
WGCA
84
Wolf Group Capital Advisors
Virginia
$1.24M +$18.5K +373 +2%
UIA
85
UBP Investment Advisors
Switzerland
$1.24M
RJFSA
86
Raymond James Financial Services Advisors
Florida
$1.23M +$63.3K +1,277 +5%
NW
87
NewEdge Wealth
Pennsylvania
$1.2M +$156K +3,149 +15%
BA
88
Ballew Advisors
Mississippi
$1.19M -$1.3M -26,229 -52%
CC
89
Cedar Capital
Illinois
$1.18M +$1.18M +23,870 New
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$1.14M +$43.4K +877 +4%
Citigroup
91
Citigroup
New York
$1.11M -$6.64K -134 -0.6%
AFWM
92
AMJ Financial Wealth Management
Virginia
$1M +$1M +20,265 New
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$980K -$46.6K -940 -5%
BCV
94
Banque Cantonale Vaudoise
Switzerland
$973K
ASI
95
Advisory Services & Investments
Oregon
$901K -$150K -3,035 -14%
CA
96
Cornerstone Advisory
Maryland
$839K +$842K +17,000 New
PBT
97
Pictet Bank & Trust
Bahamas
$828K
CA
98
Cetera Advisors
Colorado
$828K +$109K +2,203 +15%
WCA
99
Windsor Creek Advisors
Vermont
$740K +$495K +10,000 +200%
VSWA
100
Vontobel Swiss Wealth Advisors
Switzerland
$738K -$302K -6,102 -29%

EZU Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q2 2021, worth a combined $5.2B — up 76% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZU positions and 27 closed out — a net gain of 8 holders — while 73 added to existing stakes and 49 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.3B. The largest seller was Mackenzie Financial, exiting entirely with an estimated $49.5M sold.

  • 202 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q2 2021, up from 195 in Q1 2021.
  • Funds reported $5.2B of iShare MSCI Eurozone ETF stock for Q2 2021, up 76% quarter-over-quarter.
  • 35 funds opened new iShare MSCI Eurozone ETF positions in Q2 2021 and 27 closed out, a net change of +8 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $1.3B added.
  • The largest iShare MSCI Eurozone ETF seller in Q2 2021 was Mackenzie Financial, an estimated $49.5M sold.

Based on aggregated 13F filings for Q2 2021.