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iShare MSCI Eurozone ETF

257 hedge funds and large institutions have $5.77B invested in iShare MSCI Eurozone ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

11% more capital invested

Capital invested by funds: $5.22B → $5.77B (+$550M)

3.98% more ownership

Funds ownership: 68.68%72.66% (+4%)

3% more funds holding

Funds holding: 250257 (+7)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 82

34% less call options, than puts

Call options by funds: $3.56M | Put options by funds: $5.42M

Holders
257
Holders Change
+7
Holders Change %
+2.8%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
35
Increased
80
Reduced
82
Closed
28
Calls
$3.56M
Puts
$5.42M
Net Calls
-$1.85M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
201
Sound Income Strategies
Florida
$42.4K +$40.5K +811 New
RBC
202
Roble Belko & Company
Pennsylvania
$39K
WOSD
203
WFA of San Diego
California
$38.1K
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$33.5K
BIM
205
Breakwater Investment Management
Washington
$30.1K
TH
206
TCTC Holdings
Texas
$29.9K
FWP
207
FAS Wealth Partners
Kansas
$29.3K
Optiver Holding
208
Optiver Holding
Netherlands
$28.2K
PS
209
Principal Securities
Iowa
$25.4K +$17.7K +355 +271%
GJIA
210
Glass Jacobson Investment Advisors
Maryland
$23.7K
SIM
211
Studio Investment Management
Illinois
$23.1K +$22.1K +443 New
NIC
212
Northwest Investment Counselors
Oregon
$20.9K +$20K +400 New
TWC
213
TD Waterhouse Canada
Ontario, Canada
$19.3K -$290K -5,808 -94%
IA
214
IFP Advisors
Florida
$16.8K +$12.5K +250 +347%
EWA
215
EverSource Wealth Advisors
Alabama
$16.8K
AIC
216
Archer Investment Corporation
Indiana
$16.6K
PFM
217
Phillips Financial Management
Indiana
$15K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$14K +$5.3K +106 +64%
JIP
219
Jaffetilchin Investment Partners
Florida
$13.8K +$13.2K +264 New
EW
220
Element Wealth
Mississippi
$13.6K -$13.8K -276 -51%
FMTCOCP
221
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
HNB
222
Huntington National Bank
Ohio
$12.1K
BLC
223
Brown, Lisle/Cummings
Rhode Island
$11.8K
CWC
224
Carolinas Wealth Consulting
North Carolina
$11.7K -$3.7K -74 -25%
CIAS
225
Capital Investment Advisory Services
North Carolina
$10.5K

EZU Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q3 2024, worth a combined $5.77B — up 11% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZU positions and 28 closed out — a net gain of 7 holders — while 80 added to existing stakes and 82 trimmed.

The largest buyer was TD Asset Management, adding an estimated $168M. The largest seller was Goldman Sachs, cutting an estimated $147M.

  • 257 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q3 2024, up from 250 in Q2 2024.
  • Funds reported $5.77B of iShare MSCI Eurozone ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 35 funds opened new iShare MSCI Eurozone ETF positions in Q3 2024 and 28 closed out, a net change of +7 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q3 2024 was TD Asset Management, an estimated $168M added.
  • The largest iShare MSCI Eurozone ETF seller in Q3 2024 was Goldman Sachs, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2024.