We are live on ! Find out more
EZU icon

iShare MSCI Eurozone ETF

245 hedge funds and large institutions have $5.01B invested in iShare MSCI Eurozone ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 18

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

27% more funds holding

Funds holding: 193245 (+52)

24% more capital invested

Capital invested by funds: $4.05B → $5.01B (+$956M)

1.82% less ownership

Funds ownership: 67.51%65.69% (-1.8%)

22% less call options, than puts

Call options by funds: $8.04M | Put options by funds: $10.3M

Holders
245
Holders Change
+52
Holders Change %
+26.94%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
74
Increased
73
Reduced
54
Closed
18
Calls
$8.04M
Puts
$10.3M
Net Calls
-$2.22M
Net Calls Change
-$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.27B +$85.6M +1,961,055 +4%
BlackRock
2
BlackRock
New York
$441M +$35.4M +811,473 +9%
Goldman Sachs
3
Goldman Sachs
New York
$433M +$35.8M +820,460 +9%
Bank of America
4
Bank of America
North Carolina
$282M -$217M -4,967,442 -44%
Morgan Stanley
5
Morgan Stanley
New York
$173M +$3.54M +81,135 +2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$137M +$9.98M +228,824 +8%
AssetMark Inc
7
AssetMark Inc
California
$120M +$116M +2,666,729 +1,125,202%
HI
8
Horizon Investments
North Carolina
$96.5M +$93.4M +2,139,677 New
UBS Group
9
UBS Group
Switzerland
$74.6M -$17.4M -398,769 -19%
CWM
10
Congress Wealth Management
Massachusetts
$70.8M +$30.2M +691,694 +79%
PPW
11
Parcion Private Wealth
Washington
$66.7M +$40.8M +934,805 +172%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$66.4M -$18.8M -431,698 -23%
1CP
13
1607 Capital Partners
Virginia
$50.3M -$8.94M -204,950 -16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$41.9M +$19.9M +456,875 +97%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$38.5M
PPFA
16
Provida Pension Fund Administrator
Chile
$37.3M +$25.3M +580,540 +233%
Vontobel Holding
17
Vontobel Holding
Switzerland
$29.3M -$3.32M -76,003 -10%
DZ Bank
18
DZ Bank
Germany
$28M +$18M +412,959 +197%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$23.5M +$2.06M +47,108 +10%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$21.6M -$1.24M -28,349 -6%
Wells Fargo
21
Wells Fargo
California
$20.3M +$11.2M +256,762 +133%
PI
22
PFS Investments
Georgia
$19.7M +$18.9M +432,554 New
Osaic Holdings
23
Osaic Holdings
Arizona
$16.3M +$12.6M +287,643 +394%
CW
24
Connectus Wealth
Ohio
$16.1M +$15.6M +358,064 New
LPL Financial
25
LPL Financial
California
$16M +$9.4M +215,342 +153%

EZU Hedge Fund Activity: Q1 2023 in Review

245 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q1 2023, worth a combined $5.01B — up 24% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EZU positions and 18 closed out — a net gain of 56 holders — while 73 added to existing stakes and 54 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $217M.

  • 245 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q1 2023, up from 193 in Q4 2022.
  • Funds reported $5.01B of iShare MSCI Eurozone ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 74 funds opened new iShare MSCI Eurozone ETF positions in Q1 2023 and 18 closed out, a net change of +56 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q1 2023 was AssetMark Inc, an estimated $116M added.
  • The largest iShare MSCI Eurozone ETF seller in Q1 2023 was Bank of America, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2023.