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iShare MSCI Eurozone ETF

182 hedge funds and large institutions have $2.81B invested in iShare MSCI Eurozone ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $807K

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3% more funds holding

Funds holding: 176182 (+6)

0% more capital invested

Capital invested by funds: $2.8B → $2.81B (+$2.25M)

11.38% less ownership

Funds ownership: 66.84%55.46% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
45
Reduced
60
Closed
26
Calls
$1.21M
Puts
$807K
Net Calls
+$399K
Net Calls Change
+$826K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$494K -$41.3K -1,000 -8%
SAM
102
SignalPoint Asset Management
Missouri
$482K
AGA
103
Arkos Global Advisors
Texas
$466K -$8.83K -214 -2%
William Blair & Company
104
William Blair & Company
Illinois
$432K
BFA
105
Beaumont Financial Advisors
Massachusetts
$417K -$16.3K -395 -4%
Cerity Partners
106
Cerity Partners
New York
$406K
LFASL
107
Lugano Financial Advisors SA (LFA)
Switzerland
$397K +$371K +9,000 New
NG
108
NatWest Group
United Kingdom
$395K
EAMA
109
EFG Asset Management (Americas)
Florida
$394K +$5.16K +125 +1%
EVM
110
Eaton Vance Management
Massachusetts
$378K
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$369K +$346K +8,373 New
HIIFS
112
Harel Insurance Investments & Financial Services
Israel
$356K +$96.7K +2,342 +35%
SAF
113
Smith Anglin Financial
Texas
$353K +$330K +8,000 New
RC
114
RegentAtlantic Capital
New Jersey
$342K -$2.15K -52 -0.7%
Creative Planning
115
Creative Planning
Kansas
$331K +$309K +7,498 New
NL
116
NWAM LLC
Washington
$325K +$304K +7,372 New
NA
117
NewEdge Advisors
Louisiana
$313K +$4.17K +101 +1%
SW
118
SVB Wealth
Massachusetts
$304K -$59.7K -1,447 -17%
IA
119
IFP Advisors
Florida
$304K +$287K +6,962 New
IWC
120
Integrated Wealth Concepts
Massachusetts
$303K -$10.3K -249 -3%
First Manhattan
121
First Manhattan
New York
$290K
NW
122
NewEdge Wealth
Pennsylvania
$290K +$272K +6,581 New
BPCE
123
Bank Pictet & Cie (Europe)
Germany
$283K
C
124
Certuity
Florida
$283K
BWM
125
Baystate Wealth Management
Massachusetts
$264K -$41.9K -1,016 -14%

EZU Hedge Fund Activity: Q4 2020 in Review

182 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q4 2020, worth a combined $2.81B — up 0.08% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EZU positions and 26 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was BlackRock, cutting an estimated $132M.

  • 182 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q4 2020, up from 176 in Q3 2020.
  • Funds reported $2.81B of iShare MSCI Eurozone ETF stock for Q4 2020, up 0.08% quarter-over-quarter.
  • 33 funds opened new iShare MSCI Eurozone ETF positions in Q4 2020 and 26 closed out, a net change of +7 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q4 2020 was Goldman Sachs, an estimated $24.9M added.
  • The largest iShare MSCI Eurozone ETF seller in Q4 2020 was BlackRock, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2020.