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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
BCI
201
Brinker Capital Investments
Pennsylvania
$143K
BCM
202
Blume Capital Management
California
$143K +$138K +3,300 New
PSW
203
Portfolio Strategies (Washington)
Washington
$123K -$13.9K -331 -10%
AIM
204
Advantage Investment Management
Iowa
$114K +$86.4K +2,064 +369%
CFA
205
Carroll Financial Associates
North Carolina
$88K
ASN
206
Advisory Services Network
Georgia
$83K +$17.3K +412 +27%
CIM
207
Contravisory Investment Management
Massachusetts
$74K +$71.2K +1,701 New
FANJ
208
Financial Architects (New Jersey)
New Jersey
$72K
CFG
209
Citizens Financial Group
Rhode Island
$68K
IWM
210
IHT Wealth Management
Illinois
$68K
TRCT
211
Tower Research Capital (TRC)
New York
$68K +$65.8K +1,572 New
WTB
212
Washington Trust Bank
Washington
$57K +$55.1K +1,316 New
CHC
213
City Holding Co
West Virginia
$56K
GRP
214
Global Retirement Partners
California
$54K -$8.42K -201 -14%
WEC
215
Winslow Evans & Crocker
Massachusetts
$50K -$13.6K -324 -22%
SQA
216
Simon Quick Advisors
New Jersey
$44K
PA
217
Parallel Advisors
California
$44K +$18.9K +452 +80%
WA
218
Winfield Associates
Ohio
$43K
HT
219
Hefren-Tillotson
Pennsylvania
$40K -$54.3K -1,296 -58%
EWM
220
Evercore Wealth Management
New York
$36K
SEI Investments
221
SEI Investments
Pennsylvania
$36K +$30.1K +719 +604%
RE
222
RBC Europe
United Kingdom
$33.5K +$32.4K +774 New
MA
223
MUFG Americas
New York
$30K
NIC
224
Northwest Investment Counselors
Oregon
$26K
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$26K +$25.1K +600 New

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.