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iShare MSCI Eurozone ETF

237 hedge funds and large institutions have $6.86B invested in iShare MSCI Eurozone ETF in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

13% more capital invested

Capital invested by funds: $6.06B → $6.86B (+$794M)

3.28% more ownership

Funds ownership: 45.84%49.12% (+3.3%)

2% more funds holding

Funds holding: 233237 (+4)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

13% less call options, than puts

Call options by funds: $4.15M | Put options by funds: $4.77M

Holders
237
Holders Change
+4
Holders Change %
+1.72%
% of All Funds
5.91%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
34
Increased
86
Reduced
79
Closed
28
Calls
$4.15M
Puts
$4.77M
Net Calls
-$620K
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
RCWMU
126
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.45M -$1.01M -24,137 -42%
ACP
127
Arcus Capital Partners
Georgia
$1.41M -$23.2K -553 -2%
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$1.41M -$800K -19,100 -37%
NCM
129
Novare Capital Management
North Carolina
$1.34M +$295K +7,050 +30%
OMC
130
Old Mission Capital
Illinois
$1.3M -$12.1M -288,553 -91%
IA
131
IFP Advisors
Florida
$1.16M -$172K -4,111 -13%
P3I
132
Progeny 3 Inc
Washington
$1.07M
William Blair & Company
133
William Blair & Company
Illinois
$1.06M +$21K +502 +2%
RIG
134
RiverFront Investment Group
Virginia
$999K +$85.1K +2,033 +10%
SGAM
135
Steinberg Global Asset Management
Florida
$897K +$49.9K +1,192 +6%
RC
136
RegentAtlantic Capital
New Jersey
$886K -$152K -3,635 -15%
Axa
137
Axa
France
$850K -$1.99M -47,550 -71%
RWP
138
RWA Wealth Partners
Massachusetts
$846K
BHWM
139
Bar Harbor Wealth Management
New Hampshire
$818K -$386K -9,212 -33%
CG
140
Colony Group
Massachusetts
$803K +$776K +18,527 New
IH
141
IFC Holdings
Florida
$798K +$1K +24 +0.1%
EVM
142
Eaton Vance Management
Massachusetts
$790K -$647K -15,445 -46%
FCCM
143
First City Capital Management
Georgia
$790K +$764K +18,235 New
Wolverine Trading
144
Wolverine Trading
Illinois
$692K -$263K -6,272 -28%
CPC
145
Cookson Peirce & Co
Pennsylvania
$691K -$40.2K -960 -6%
W
146
Wealthfront
California
$686K +$663K +15,832 New
WF
147
WealthTrust Fairport
Ohio
$663K
CIBC World Market
148
CIBC World Market
Ontario, Canada
$648K +$399K +9,526 +175%
MML Investors Services
149
MML Investors Services
Massachusetts
$636K -$2.96M -70,791 -83%
SAM
150
Sequent Asset Management
Texas
$620K -$18.8K -450 -3%

EZU Hedge Fund Activity: Q3 2017 in Review

237 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q3 2017, worth a combined $6.86B — up 13% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EZU positions and 28 closed out — a net gain of 6 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was Bank of Nova Scotia, cutting an estimated $122M.

  • 237 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q3 2017, up from 233 in Q2 2017.
  • Funds reported $6.86B of iShare MSCI Eurozone ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 34 funds opened new iShare MSCI Eurozone ETF positions in Q3 2017 and 28 closed out, a net change of +6 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest iShare MSCI Eurozone ETF seller in Q3 2017 was Bank of Nova Scotia, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2017.