We are live on ! Find out more
EZU icon

iShare MSCI Eurozone ETF

174 hedge funds and large institutions have $3.96B invested in iShare MSCI Eurozone ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

39% more capital invested

Capital invested by funds: $2.85B → $3.96B (+$1.11B)

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

9% more funds holding

Funds holding: 159174 (+15)

4.37% more ownership

Funds ownership: 39.36%43.73% (+4.4%)

9% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $4.65M

Holders
174
Holders Change
+15
Holders Change %
+9.43%
% of All Funds
4.33%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
45
Increased
56
Reduced
45
Closed
21
Calls
$4.24M
Puts
$4.65M
Net Calls
-$408K
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$323K +$185K +5,142 +150%
WPC
127
White Pine Capital
Minnesota
$318K +$304K +8,465 New
DADC
128
D.A. Davidson & Co
Montana
$302K -$21.5K -600 -7%
IWA
129
Intercontinental Wealth Advisors
Texas
$299K
CC
130
ClearArc Capital
Ohio
$293K -$6.11K -170 -2%
HB
131
Homrich & Berg
Georgia
$275K -$19.1K -531 -7%
BJ
132
Brouwer & Janachowski
California
$270K +$258K +7,171 New
WT
133
Whittier Trust
California
$261K +$129K +3,582 +106%
Franklin Resources
134
Franklin Resources
California
$257K
PWM
135
Perigon Wealth Management
California
$253K
FAAS
136
First Allied Advisory Services
California
$247K +$235K +6,540 New
CA
137
Cetera Advisors
Colorado
$239K -$3.2K -89 -1%
CC
138
Cedar Capital
Illinois
$228K -$584K -16,262 -73%
JIR
139
James Investment Research
Ohio
$214K +$205K +5,700 New
CAN
140
Cetera Advisor Networks
California
$210K +$201K +5,584 New
US Bancorp
141
US Bancorp
Minnesota
$207K +$171K +4,764 +657%
CCM
142
Cribstone Capital Management
Maine
$194K -$11.6K -323 -6%
AssetMark Inc
143
AssetMark Inc
California
$190K +$85.6K +2,383 +89%
IPC
144
Independent Portfolio Consultants
Florida
$169K -$24.2K -675 -13%
EWM
145
Evercore Wealth Management
New York
$166K +$159K +4,425 New
LNB
146
Ledyard National Bank
$154K +$147K +4,089 New
BCI
147
Brinker Capital Investments
Pennsylvania
$124K -$4.78M -133,100 -98%
APSP
148
Asset Planning Services (Pennsylvania)
Pennsylvania
$123K
FMA
149
FNY Managed Accounts
New York
$101K +$97K +2,700 New
HT
150
Hefren-Tillotson
Pennsylvania
$77K -$4.56K -127 -6%

EZU Hedge Fund Activity: Q1 2017 in Review

174 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q1 2017, worth a combined $3.96B — up 39% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EZU positions and 21 closed out — a net gain of 24 holders — while 56 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $1.41B. The largest seller was IndexIQ Advisors, cutting an estimated $17.1M.

  • 174 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q1 2017, up from 159 in Q4 2016.
  • Funds reported $3.96B of iShare MSCI Eurozone ETF stock for Q1 2017, up 39% quarter-over-quarter.
  • 45 funds opened new iShare MSCI Eurozone ETF positions in Q1 2017 and 21 closed out, a net change of +24 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q1 2017 was BlackRock, an estimated $1.41B added.
  • The largest iShare MSCI Eurozone ETF seller in Q1 2017 was IndexIQ Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2017.