iShare MSCI Eurozone ETF
166 hedge funds and large institutions have $3.8B invested in iShare MSCI Eurozone ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 71 increasing their positions, 34 reducing their positions, and 15 closing their positions.
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
109% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 34
34% more capital invested
Capital invested by funds: $2.83B → $3.8B (+$967M)
14% more funds holding
Funds holding: 145 → 166 (+21)
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
4.04% more ownership
Funds ownership: 32.84% → 36.89% (+4%)
56% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $23.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$457M |
| 2 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$105M |
| 3 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$72.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$71.3M |
| 5 |
BlackRock
New York
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$78.6M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
-$27M |
| 3 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
-$8.97M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$8.9M |
| 5 |
LPL Financial
San Diego,
California
|
-$7.77M |
EZU Hedge Fund Activity: Q1 2014 in Review
166 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q1 2014, worth a combined $3.8B — up 34% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new EZU positions and 15 closed out — a net gain of 22 holders — while 71 added to existing stakes and 34 trimmed.
The largest buyer was Provida Pension Fund Administrator, adding an estimated $457M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $78.6M sold.
- 166 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q1 2014, up from 145 in Q4 2013.
- Funds reported $3.8B of iShare MSCI Eurozone ETF stock for Q1 2014, up 34% quarter-over-quarter.
- 37 funds opened new iShare MSCI Eurozone ETF positions in Q1 2014 and 15 closed out, a net change of +22 holders.
- The largest iShare MSCI Eurozone ETF buyer in Q1 2014 was Provida Pension Fund Administrator, an estimated $457M added.
- The largest iShare MSCI Eurozone ETF seller in Q1 2014 was Charles Schwab Investment Advisory, an estimated $78.6M sold.
Based on aggregated 13F filings for Q1 2014.