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iShare MSCI Eurozone ETF

182 hedge funds and large institutions have $2.81B invested in iShare MSCI Eurozone ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 45 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $807K

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3% more funds holding

Funds holding: 176182 (+6)

0% more capital invested

Capital invested by funds: $2.8B → $2.81B (+$2.25M)

11.38% less ownership

Funds ownership: 66.84%55.46% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 60

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
33
Increased
45
Reduced
60
Closed
26
Calls
$1.21M
Puts
$807K
Net Calls
+$399K
Net Calls Change
+$826K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
151
Simplex Trading
Illinois
$48K -$98K -2,375 -68%
COCM
152
Charter Oak Capital Management
New Hampshire
$46K +$43K +1,042 New
EP
153
Eudaimonia Partners
Tennessee
$33K
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$31K
FNBOSM
155
First National Bank of South Miami
Florida
$31K
JPLA
156
Joseph P. Lucia & Associates
New York
$30K +$28.4K +688 New
BFEC
157
Benjamin F. Edwards & Company
Missouri
$27K +$19.9K +483 +350%
KCM
158
Kathmere Capital Management
Pennsylvania
$27K +$25.7K +623 New
FWP
159
FAS Wealth Partners
Kansas
$22K +$20.9K +507 New
CFB
160
Cullen/Frost Bankers
Texas
$19K
JCM
161
Jacobi Capital Management
Pennsylvania
$16K
RMC
162
Resources Management Corp
Connecticut
$15K
AWA
163
Arkadios Wealth Advisors
Georgia
$15K +$206 +5 +1%
AIC
164
Archer Investment Corporation
Indiana
$14K +$13.1K +318 New
GT
165
Glenmede Trust
Pennsylvania
$13K
HCC
166
Hirtle Callaghan & Co
Pennsylvania
$10K
GCM
167
Gables Capital Management
Florida
$9K
VFA
168
Valeo Financial Advisors
Indiana
$9K
CFA
169
Carroll Financial Associates
North Carolina
$7K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$7K
CIAS
171
Capital Investment Advisory Services
North Carolina
$7K +$3.05K +74 +99%
SL
172
Savior LLC
Massachusetts
$6K
APC
173
Aspire Private Capital
North Carolina
$4K
LWA
174
Lenox Wealth Advisors
New York
$4K
SFS
175
Sowell Financial Services
Arkansas
$4K

EZU Hedge Fund Activity: Q4 2020 in Review

182 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q4 2020, worth a combined $2.81B — up 0.08% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EZU positions and 26 closed out — a net gain of 7 holders — while 45 added to existing stakes and 60 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was BlackRock, cutting an estimated $132M.

  • 182 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q4 2020, up from 176 in Q3 2020.
  • Funds reported $2.81B of iShare MSCI Eurozone ETF stock for Q4 2020, up 0.08% quarter-over-quarter.
  • 33 funds opened new iShare MSCI Eurozone ETF positions in Q4 2020 and 26 closed out, a net change of +7 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q4 2020 was Goldman Sachs, an estimated $24.9M added.
  • The largest iShare MSCI Eurozone ETF seller in Q4 2020 was BlackRock, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2020.