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iShare MSCI Eurozone ETF

202 hedge funds and large institutions have $5.2B invested in iShare MSCI Eurozone ETF in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

76% more capital invested

Capital invested by funds: $2.96B → $5.2B (+$2.24B)

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

5.56% more ownership

Funds ownership: 58.62%64.18% (+5.6%)

4% more funds holding

Funds holding: 195202 (+7)

29% less call options, than puts

Call options by funds: $3.98M | Put options by funds: $5.56M

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
35
Increased
73
Reduced
49
Closed
27
Calls
$3.98M
Puts
$5.56M
Net Calls
-$1.58M
Net Calls Change
+$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$15K -$233K -4,702 -94%
BFC
177
Bedel Financial Consulting
Indiana
$14K +$14.5K +293 New
TC
178
Trust Company
Kansas
$12K
HCC
179
Hirtle Callaghan & Co
Pennsylvania
$11K
GCM
180
Gables Capital Management
Florida
$10K
WOC
181
West Oak Capital
California
$9K +$8.92K +180 New
CFA
182
Carroll Financial Associates
North Carolina
$8K
IA
183
IFP Advisors
Florida
$8K
CP
184
Castleview Partners
Texas
$8K +$7.93K +160 New
Deutsche Bank
185
Deutsche Bank
Germany
$7K -$333K -6,722 -98%
CIAS
186
Capital Investment Advisory Services
North Carolina
$7K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$7K
CAL
188
Capital Advisors Ltd
Ohio
$6K
SL
189
Savior LLC
Massachusetts
$6K
APC
190
Aspire Private Capital
North Carolina
$5K
BFEC
191
Benjamin F. Edwards & Company
Missouri
$5K
LWP
192
Lumature Wealth Partners
Georgia
$5K
SWM
193
Spire Wealth Management
Virginia
$5K
LWA
194
Lenox Wealth Advisors
New York
$4K
MA
195
MUFG Americas
New York
$4K
HPC
196
HM Payson & Co
Maine
$3K +$3.12K +63 New
RCWMU
197
Rothschild & Co Wealth Management (UK)
United Kingdom
$2K -$750K -15,129 -100%
FI
198
FormulaFolio Investments
Michigan
$2K
GWS
199
Glassman Wealth Services
Virginia
$2K
AWM
200
AllSquare Wealth Management
New York
$1K

EZU Hedge Fund Activity: Q2 2021 in Review

202 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q2 2021, worth a combined $5.2B — up 76% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZU positions and 27 closed out — a net gain of 8 holders — while 73 added to existing stakes and 49 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.3B. The largest seller was Mackenzie Financial, exiting entirely with an estimated $49.5M sold.

  • 202 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q2 2021, up from 195 in Q1 2021.
  • Funds reported $5.2B of iShare MSCI Eurozone ETF stock for Q2 2021, up 76% quarter-over-quarter.
  • 35 funds opened new iShare MSCI Eurozone ETF positions in Q2 2021 and 27 closed out, a net change of +8 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $1.3B added.
  • The largest iShare MSCI Eurozone ETF seller in Q2 2021 was Mackenzie Financial, an estimated $49.5M sold.

Based on aggregated 13F filings for Q2 2021.