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iShare MSCI Eurozone ETF

219 hedge funds and large institutions have $4.14B invested in iShare MSCI Eurozone ETF in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

97% more call options, than puts

Call options by funds: $781K | Put options by funds: $396K

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $3.15B → $4.14B (+$985M)

8% more funds holding

Funds holding: 202219 (+17)

7.95% more ownership

Funds ownership: 58.35%66.3% (+8%)

12% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 73

Holders
219
Holders Change
+17
Holders Change %
+8.42%
% of All Funds
4.32%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
36
Increased
64
Reduced
73
Closed
17
Calls
$781K
Puts
$396K
Net Calls
+$385K
Net Calls Change
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
NG
126
NatWest Group
United Kingdom
$544K
Cerity Partners
127
Cerity Partners
New York
$515K +$497K +12,281 New
SMFS
128
Squar Milner Financial Services
California
$503K +$486K +12,003 New
HIIFS
129
Harel Insurance Investments & Financial Services
Israel
$502K
Truist Financial
130
Truist Financial
North Carolina
$498K +$481K +11,880 New
CDH
131
Charles D. Hyman
$462K +$446K +11,010 New
JG
132
Jefferies Group
New York
$457K +$441K +10,900 New
BWM
133
Baystate Wealth Management
Massachusetts
$448K -$92.8K -2,294 -18%
SAM
134
SignalPoint Asset Management
Missouri
$448K -$21K -520 -5%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$445K -$22.1K -547 -5%
HFM
136
Harvest Fund Management
China
$437K
FAAS
137
First Allied Advisory Services
California
$420K +$48.4K +1,197 +14%
FCCM
138
First City Capital Management
Georgia
$381K
VC
139
Veracity Capital
Georgia
$369K +$356K +8,802 New
EAMA
140
EFG Asset Management (Americas)
Florida
$366K
EVM
141
Eaton Vance Management
Massachusetts
$359K
William Blair & Company
142
William Blair & Company
Illinois
$357K -$92.3K -2,280 -21%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$350K -$77.8K -1,921 -19%
WPC
144
White Pine Capital
Minnesota
$347K -$14.2K -350 -4%
AWM
145
Alterna Wealth Management
Texas
$345K
PAG
146
Private Advisor Group
New Jersey
$341K -$165K -4,077 -33%
5L
147
55I LLC
Massachusetts
$325K -$3.88K -96 -1%
US Bancorp
148
US Bancorp
Minnesota
$314K
CC
149
Cedar Capital
Illinois
$288K -$57.4K -1,417 -17%
APSP
150
Asset Planning Services (Pennsylvania)
Pennsylvania
$282K +$1.01K +25 +0.4%

EZU Hedge Fund Activity: Q4 2019 in Review

219 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q4 2019, worth a combined $4.14B — up 31% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EZU positions and 17 closed out — a net gain of 19 holders — while 64 added to existing stakes and 73 trimmed.

The largest buyer was Fiduciary Trust International of Pennsylvania, adding an estimated $147M. The largest seller was Royal Bank of Canada, cutting an estimated $45.1M.

  • 219 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q4 2019, up from 202 in Q3 2019.
  • Funds reported $4.14B of iShare MSCI Eurozone ETF stock for Q4 2019, up 31% quarter-over-quarter.
  • 36 funds opened new iShare MSCI Eurozone ETF positions in Q4 2019 and 17 closed out, a net change of +19 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q4 2019 was Fiduciary Trust International of Pennsylvania, an estimated $147M added.
  • The largest iShare MSCI Eurozone ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2019.