We are live on ! Find out more
EZU icon

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
GRP
126
Global Retirement Partners
California
$522K +$92.2K +2,114 +23%
AGA
127
Accuvest Global Advisors
Utah
$515K -$498K -11,425 -50%
SEI Investments
128
SEI Investments
Pennsylvania
$511K – – –
HIIFS
129
Harel Insurance Investments & Financial Services
Israel
$496K +$199K +4,553 +71%
FSA
130
Fort Sheridan Advisors
Illinois
$485K – – –
MCC
131
Money Concepts Capital
Florida
$478K +$2.24M +51,303 New
BWM
132
Bulltick Wealth Management
Florida
$477K -$56.5K -1,295 -11%
SAM
133
SignalPoint Asset Management
Missouri
$472K – – –
BBHC
134
Brown Brothers Harriman & Co
New York
$453K +$439K +10,056 New
LA
135
Legacy Advisors
Pennsylvania
$451K – – –
IP
136
Ignite Planners
California
$447K +$430K +9,844 New
AWS
137
Atria Wealth Solutions
New York
$438K +$424K +9,724 New
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$427K +$413K +9,471 New
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$426K -$2.16M -49,489 -84%
EAMA
140
EFG Asset Management (Americas)
Florida
$425K – – –
KP
141
Keel Point
Alabama
$420K +$407K +9,322 New
RA
142
Rockingstone Advisors
Massachusetts
$406K +$52.4K +1,200 +15%
BMWM
143
Brown Miller Wealth Management
Virginia
$401K +$389K +8,905 New
OC
144
Oppenheimer & Co
New York
$385K +$372K +8,533 New
TC
145
TownSquare Capital
Utah
$385K +$372K +8,531 New
SAF
146
Smith Anglin Financial
Texas
$381K – – –
KAS
147
Kestra Advisory Services
Texas
$380K -$1.36M -31,220 -79%
NCM
148
Novare Capital Management
North Carolina
$364K +$352K +8,077 New
TFGT
149
TS Financial Group (TSFG)
Illinois
$362K – – –
Fidelity Investments
150
Fidelity Investments
Massachusetts
$360K +$20.3K +465 +6%
4 5
6
7 8

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.