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iShare MSCI Eurozone ETF
EZU

245 hedge funds and large institutions have $5.01B invested in iShare MSCI Eurozone ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 18

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

27% more funds holding

Funds holding: 193 → 245 (+52)

24% more capital invested

Capital invested by funds: $4.05B → $5.01B (+$956M)

1.82% less ownership

Funds ownership: 67.51% → 65.69% (-1.8%)

22% less call options, than puts

Call options by funds: $8.04M | Put options by funds: $10.3M

Holders
245
Holders Change
+52
Holders Change %
+26.94%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
74
Increased
73
Reduced
54
Closed
18
Calls
$8.04M
Puts
$10.3M
Net Calls
-$2.22M
Net Calls Change
-$4.9M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$116M
2
HI
Horizon Investments
North Carolina
+$93.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$85.6M
4
PPW
Parcion Private Wealth
Washington
+$40.8M
5
Goldman Sachs
Goldman Sachs
New York
+$35.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$217M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$18.8M
3
UBS Group
UBS Group
Switzerland
-$17.4M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$12.7M
5
1CP
1607 Capital Partners
Virginia
-$8.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
101
HRT Financial
New York
$1.29M +$1.25M +28,612 New
IAIM
102
International Assets Investment Management
Florida
$1.23M +$1.26M +28,786 New
CA
103
Cetera Advisors
Colorado
$1.16M +$359K +8,239 +47%
GC
104
Garde Capital
Washington
$1.16M -$20.6K -471 -2%
FA
105
FDx Advisors
Illinois
$1.12M – – –
MIA
106
MMBG Investment Advisors
Florida
$1.11M – – –
RJFSA
107
Raymond James Financial Services Advisors
Florida
$1.1M -$874K -20,041 -45%
IWA
108
Intercontinental Wealth Advisors
Texas
$1.08M – – –
BCM
109
Beaumont Capital Management
Massachusetts
$1.03M +$1M +22,919 New
MWM
110
Merriman Wealth Management
Washington
$1M – – –
HIM
111
Hanlon Investment Management
New Jersey
$922K +$893K +20,456 New
RJA
112
Raymond James & Associates
Florida
$870K +$234K +5,354 +38%
TFA
113
Tranquilli Financial Advisor
New Jersey
$848K +$821K +18,805 New
CS
114
Credit Suisse
Switzerland
$825K +$694K +15,903 +665%
BCM
115
Becker Capital Management
Oregon
$798K +$773K +17,709 New
Prudential Financial
116
Prudential Financial
New Jersey
$676K +$131K +3,000 +25%
AGM
117
Alpine Global Management
New York
$591K +$341K +7,818 +148%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$585K +$125K +2,854 +28%
BS
119
Banco Santander
Spain
$574K -$1.41M -32,398 -72%
ZIG
120
Zurich Insurance Group
Switzerland
$572K +$32.6K +747 +6%
MGIA
121
Moneta Group Investment Advisors
Missouri
$568K +$30.7K +704 +6%
WGCA
122
Wolf Group Capital Advisors
Virginia
$567K -$405K -9,284 -42%
BFA
123
Beaumont Financial Advisors
Massachusetts
$551K +$193K +4,430 +57%
HCP
124
Hexagon Capital Partners
Arkansas
$549K +$7.85K +180 +2%
BCV
125
Banque Cantonale Vaudoise
Switzerland
$535K -$8.77K -201 -2%
3 4
5
6 7

EZU Hedge Fund Activity: Q1 2023 in Review

245 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q1 2023, worth a combined $5.01B — up 24% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EZU positions and 18 closed out — a net gain of 56 holders — while 73 added to existing stakes and 54 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $217M.

  • 245 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q1 2023, up from 193 in Q4 2022.
  • Funds reported $5.01B of iShare MSCI Eurozone ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 74 funds opened new iShare MSCI Eurozone ETF positions in Q1 2023 and 18 closed out, a net change of +56 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q1 2023 was AssetMark Inc, an estimated $116M added.
  • The largest iShare MSCI Eurozone ETF seller in Q1 2023 was Bank of America, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2023.