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iShare MSCI Eurozone ETF

202 hedge funds and large institutions have $5.2B invested in iShare MSCI Eurozone ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

76% more capital invested

Capital invested by funds: $2.96B → $5.2B (+$2.24B)

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

5.56% more ownership

Funds ownership: 58.62%64.18% (+5.6%)

4% more funds holding

Funds holding: 195202 (+7)

29% less call options, than puts

Call options by funds: $3.98M | Put options by funds: $5.56M

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
35
Increased
73
Reduced
49
Closed
27
Calls
$3.98M
Puts
$5.56M
Net Calls
-$1.58M
Net Calls Change
+$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FAT
126
First American Trust
California
$371K +$372K +7,512 New
BWM
127
Bulltick Wealth Management
Florida
$369K +$371K +7,480 New
RA
128
RFG Advisory
Alabama
$356K +$357K +7,216 New
NA
129
NewEdge Advisors
Louisiana
$346K +$3.27K +66 +0.9%
Vontobel Holding
130
Vontobel Holding
Switzerland
$345K +$136K +2,750 +65%
TF
131
Trek Financial
Arizona
$343K +$344K +6,944 New
SW
132
SVB Wealth
Massachusetts
$341K
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$328K
C
134
Certuity
Florida
$317K
First Manhattan
135
First Manhattan
New York
$314K -$10.9K -220 -3%
EVM
136
Eaton Vance Management
Massachusetts
$303K +$268K +5,400 +737%
1832 Asset Management
137
1832 Asset Management
Ontario, Canada
$300K +$125K +2,522 +72%
IWC
138
Integrated Wealth Concepts
Massachusetts
$289K -$38.4K -775 -12%
Franklin Resources
139
Franklin Resources
California
$282K -$35.2K -710 -11%
BPCE
140
Bank Pictet & Cie (Europe)
Germany
$279K -$37.9K -765 -12%
CCT
141
Country Club Trust
Missouri
$279K
GC
142
Grimes & Company
Massachusetts
$279K +$2.58K +52 +0.9%
SPIA
143
Steward Partners Investment Advisory
New York
$275K +$8.17K +165 +3%
FIM
144
FWL Investment Management
Texas
$259K +$260K +5,249 New
SWM
145
Selective Wealth Management
Virginia
$246K
GWM
146
Geneos Wealth Management
Colorado
$241K
GL
147
Graypoint LLC
New York
$235K
SSCA
148
South Shore Capital Advisors
Massachusetts
$216K
US Bancorp
149
US Bancorp
Minnesota
$213K +$25.9K +523 +14%
JIC
150
Joel Isaacson & Co
New York
$210K -$12.8K -259 -6%

EZU Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q2 2021, worth a combined $5.2B — up 76% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZU positions and 27 closed out — a net gain of 8 holders — while 73 added to existing stakes and 49 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.3B. The largest seller was Mackenzie Financial, exiting entirely with an estimated $49.5M sold.

  • 202 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q2 2021, up from 195 in Q1 2021.
  • Funds reported $5.2B of iShare MSCI Eurozone ETF stock for Q2 2021, up 76% quarter-over-quarter.
  • 35 funds opened new iShare MSCI Eurozone ETF positions in Q2 2021 and 27 closed out, a net change of +8 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $1.3B added.
  • The largest iShare MSCI Eurozone ETF seller in Q2 2021 was Mackenzie Financial, an estimated $49.5M sold.

Based on aggregated 13F filings for Q2 2021.