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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
CG
176
Cutler Group
California
$74K
Simplex Trading
177
Simplex Trading
Illinois
$68K -$3.36K -83 -5%
APW
178
Acima Private Wealth
Virginia
$67K +$65.2K +1,610 New
CFG
179
Citizens Financial Group
Rhode Island
$66K
NFG
180
Next Financial Group
Texas
$63K -$15K -370 -20%
IFWM
181
Institute for Wealth Management
Colorado
$57K +$54.7K +1,351 New
CHC
182
City Holding Co
West Virginia
$54K
AssetMark Inc
183
AssetMark Inc
California
$44K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$42K +$12.3K +303 +44%
JCM
185
Jacobi Capital Management
Pennsylvania
$35K
EP
186
Eudaimonia Partners
Tennessee
$31K +$30.2K +745 New
FNBOSM
187
First National Bank of South Miami
Florida
$29K
RIA
188
Realta Investment Advisors
Delaware
$28K -$4.05K -100 -12%
AIM
189
Arcadia Investment Management
Michigan
$28K
JIR
190
James Investment Research
Ohio
$28K
BNP Paribas Financial Markets
191
BNP Paribas Financial Markets
France
$20K -$68.8K -1,700 -78%
QCG
192
Quadrant Capital Group
Ohio
$19K +$19K +470 New
CFB
193
Cullen/Frost Bankers
Texas
$18K
MA
194
MUFG Americas
New York
$18K
CFA
195
Carroll Financial Associates
North Carolina
$15K -$75.5K -1,865 -84%
RMC
196
Resources Management Corp
Connecticut
$15K
FHA
197
First Horizon Advisors
Tennessee
$15K +$15K +370 New
CAC
198
Certified Advisory Corp
Florida
$14K +$40 +1 +0.3%
ASN
199
Advisory Services Network
Georgia
$12K -$7.61K -188 -39%
GT
200
Glenmede Trust
Pennsylvania
$11K -$85.4K -2,109 -88%

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.