We are live on ! Find out more
EZU icon

iShare MSCI Eurozone ETF

237 hedge funds and large institutions have $6.86B invested in iShare MSCI Eurozone ETF in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

13% more capital invested

Capital invested by funds: $6.06B → $6.86B (+$794M)

3.28% more ownership

Funds ownership: 45.84%49.12% (+3.3%)

2% more funds holding

Funds holding: 233237 (+4)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

13% less call options, than puts

Call options by funds: $4.15M | Put options by funds: $4.77M

Holders
237
Holders Change
+4
Holders Change %
+1.72%
% of All Funds
5.91%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
34
Increased
86
Reduced
79
Closed
28
Calls
$4.15M
Puts
$4.77M
Net Calls
-$620K
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
176
Aspiriant LLC
California
$310K +$300K +7,160 New
LNB
177
Ledyard National Bank
$309K +$127K +3,022 +73%
PCP
178
Prisma Capital Partners
New York
$303K -$613K -14,650 -68%
BTS
179
BB&T Securities
Virginia
$302K -$765K -18,259 -72%
WT
180
Whittier Trust
California
$301K
LP
181
LGL Partners
Pennsylvania
$289K
PWM
182
Perigon Wealth Management
California
$285K
Comerica Bank
183
Comerica Bank
Texas
$283K +$8.67K +207 +3%
DT
184
Diversified Trust
Tennessee
$279K
MC
185
Moors & Cabot
Massachusetts
$276K
CA
186
Commerzbank Aktiengesellschaft
Germany
$271K +$262K +6,252 New
KA
187
Kovack Advisors
Florida
$266K -$22.8K -545 -8%
CAN
188
Cetera Advisor Networks
California
$264K
CAL
189
Capital Analysts LLC
Pennsylvania
$264K +$52.3K +1,250 +26%
KeyBank National Association
190
KeyBank National Association
Ohio
$248K +$239K +5,716 New
APSP
191
Asset Planning Services (Pennsylvania)
Pennsylvania
$229K
Lido Advisors
192
Lido Advisors
California
$222K -$29.4K -701 -12%
MRCM
193
M&R Capital Management
New Jersey
$214K +$205K +4,890 +6,986%
CCM
194
Cribstone Capital Management
Maine
$213K
BP
195
Ballentine Partners
Massachusetts
$200K -$9.88K -236 -5%
VFA
196
Valeo Financial Advisors
Indiana
$195K +$188K +4,493 New
AssetMark Inc
197
AssetMark Inc
California
$191K -$11.9K -283 -6%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$183K +$150K +3,572 +551%
MAM
199
Meeder Asset Management
Ohio
$174K
Barclays
200
Barclays
United Kingdom
$160K

EZU Hedge Fund Activity: Q3 2017 in Review

237 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q3 2017, worth a combined $6.86B — up 13% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EZU positions and 28 closed out — a net gain of 6 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was Bank of Nova Scotia, cutting an estimated $122M.

  • 237 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q3 2017, up from 233 in Q2 2017.
  • Funds reported $6.86B of iShare MSCI Eurozone ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 34 funds opened new iShare MSCI Eurozone ETF positions in Q3 2017 and 28 closed out, a net change of +6 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest iShare MSCI Eurozone ETF seller in Q3 2017 was Bank of Nova Scotia, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2017.