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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
First Manhattan
151
First Manhattan
New York
$279K -$13.8K -340 -5%
VF
152
Virtu Financial
New York
$278K +$269K +6,640 New
BPCE
153
Bank Pictet & Cie (Europe)
Germany
$269K
BF
154
BOK Financial
Oklahoma
$260K
GWM
155
Geneos Wealth Management
Colorado
$259K
AIM
156
Alhambra Investment Management
Florida
$237K +$229K +5,651 New
Prudential Financial
157
Prudential Financial
New Jersey
$230K -$739K -18,260 -77%
HB
158
Homrich & Berg
Georgia
$220K +$81 +2 +0%
JPLA
159
Joseph P. Lucia & Associates
New York
$214K -$53.6K -1,325 -21%
SWM
160
Selective Wealth Management
Virginia
$209K
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$207K +$200K +4,930 New
Bessemer Group
162
Bessemer Group
New Jersey
$205K -$8.86K -219 -4%
PVH
163
Psagot Value Holdings
Israel
$201K -$41.4K -1,022 -18%
TFS
164
TrustCore Financial Services
Tennessee
$191K -$7.81K -193 -4%
WT
165
Whittier Trust
California
$150K
VFA
166
Valeo Financial Advisors
Indiana
$140K +$526 +13 +0.4%
APA
167
American Portfolios Advisors
New York
$135K
TFGT
168
TS Financial Group (TSFG)
Illinois
$123K -$20.8K -513 -15%
CCM
169
Cribstone Capital Management
Maine
$119K -$83.8K -2,070 -42%
BCI
170
Brinker Capital Investments
Pennsylvania
$108K
KWM
171
Keebeck Wealth Management
Illinois
$104K +$101K +2,495 New
MRCM
172
M&R Capital Management
New Jersey
$97K -$9.92K -245 -10%
LWM
173
Lenox Wealth Management
Ohio
$95K +$7.12K +176 +8%
EWA
174
Evolution Wealth Advisors
Florida
$89K +$85.9K +2,122 New
TI
175
tru Independence
Oregon
$77K +$102K +2,514 New

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.