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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
GRP
201
Global Retirement Partners
California
$10K -$20.7K -511 -67%
OIA
202
Optimum Investment Advisors
Illinois
$10K
GCM
203
Gables Capital Management
Florida
$8K
TT
204
TI-Trust
Illinois
$8K +$7.37K +182 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$7K
PA
206
Parallel Advisors
California
$7K
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$7K
SL
208
Savior LLC
Massachusetts
$5K +$5.3K +131 New
APC
209
Aspire Private Capital
North Carolina
$4K
LWA
210
Lenox Wealth Advisors
New York
$4K
SIS
211
Sound Income Strategies
Florida
$4K
SIM
212
Sonora Investment Management
Arizona
$4K +$4.29K +106 New
ME
213
McIlrath & Eck
Washington
$2K
TCM
214
Tradewinds Capital Management
Washington
$2K +$2.06K +51 New
AWM
215
AllSquare Wealth Management
New York
$1K
GI
216
Gradient Investments
Minnesota
$1K
NL
217
NVWM LLC
Pennsylvania
$1K
HR
218
Howe & Rusling
New York
$1K +$850 +21 New
UBS AM
219
UBS AM
Illinois
-$3.96M -101,739 Closed
M&T Bank
220
M&T Bank
New York
-$1.14M -29,384 Closed
CS
221
Credit Suisse
Switzerland
-$780K -20,061 Closed
CAM
222
Cidel Asset Management
Ontario, Canada
-$760K -19,544 Closed
TSS
223
Two Sigma Securities
New York
-$470K -12,082 Closed
NCM
224
Northwest Capital Management
Oregon
-$451K -11,596 Closed
HCM
225
Hengehold Capital Management
Ohio
-$303K -7,780 Closed

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.