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iShare MSCI Eurozone ETF
EZU

193 hedge funds and large institutions have $4.05B invested in iShare MSCI Eurozone ETF in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

67% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $4M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28% more capital invested

Capital invested by funds: $3.18B → $4.05B (+$873M)

15% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 53

12% more funds holding

Funds holding: 173 → 193 (+20)

4.77% less ownership

Funds ownership: 72.28% → 67.51% (-4.8%)

Holders
193
Holders Change
+20
Holders Change %
+11.56%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
61
Reduced
53
Closed
21
Calls
$6.67M
Puts
$4M
Net Calls
+$2.67M
Net Calls Change
-$5.97M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$204M
2
PPW
Parcion Private Wealth
Washington
+$20.3M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$15.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.5M
5
Cerity Partners
Cerity Partners
New York
+$12.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$120M
2
Bank of America
Bank of America
North Carolina
-$36.1M
3
Goldman Sachs
Goldman Sachs
New York
-$20.8M
4
1CP
1607 Capital Partners
Virginia
-$18.1M
5
PPFA
Provida Pension Fund Administrator
Chile
-$11.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.91B +$204M +5,448,980 +13%
Bank of America
2
Bank of America
North Carolina
$443M -$36.1M -965,386 -8%
BlackRock
3
BlackRock
New York
$354M -$120M -3,225,633 -26%
Goldman Sachs
4
Goldman Sachs
New York
$346M -$20.8M -557,184 -6%
Morgan Stanley
5
Morgan Stanley
New York
$149M -$11.2M -299,929 -7%
Fisher Asset Management
6
Fisher Asset Management
Washington
$111M +$10.7M +287,530 +11%
UBS Group
7
UBS Group
Switzerland
$81M +$1.22M +32,529 +2%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$75.2M +$1.09M +29,080 +2%
1CP
9
1607 Capital Partners
Virginia
$52.1M -$18.1M -484,000 -27%
CWM
10
Congress Wealth Management
Massachusetts
$34.7M -$2.02M -53,982 -6%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$33.7M – – –
Vontobel Holding
12
Vontobel Holding
Switzerland
$28.7M +$2.29M +61,280 +9%
PPW
13
Parcion Private Wealth
Washington
$21.5M +$20.3M +543,869 New
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$20.1M +$1.04M +27,884 +6%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$19.3M +$12.3M +330,100 +209%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.7M +$740K +19,811 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.6M +$14.5M +388,004 +464%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$17.9M +$15.1M +404,545 +840%
Cerity Partners
19
Cerity Partners
New York
$13.7M +$12.7M +339,145 +4,393%
CCMG
20
Clark Capital Management Group
Pennsylvania
$10.2M +$9.61M +257,384 New
PPFA
21
Provida Pension Fund Administrator
Chile
$9.94M -$11.6M -310,661 -56%
BWM
22
Baystate Wealth Management
Massachusetts
$9.48M -$228K -6,106 -2%
PCH
23
PGIM Custom Harvest
New Jersey
$9.05M +$8.57M +229,300 New
Ameriprise
24
Ameriprise
Minnesota
$8.77M -$220K -5,888 -3%
FFM
25
Fullerton Fund Management
Singapore
$8.75M +$8.28M +221,600 New
1
2 3 4 5

EZU Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q4 2022, worth a combined $4.05B — up 28% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EZU positions and 21 closed out — a net gain of 23 holders — while 61 added to existing stakes and 53 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $204M. The largest seller was BlackRock, cutting an estimated $120M.

  • 193 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q4 2022, up from 173 in Q3 2022.
  • Funds reported $4.05B of iShare MSCI Eurozone ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 44 funds opened new iShare MSCI Eurozone ETF positions in Q4 2022 and 21 closed out, a net change of +23 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $204M added.
  • The largest iShare MSCI Eurozone ETF seller in Q4 2022 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2022.