iShares Currency Hedged MSCI Eurozone ETF
HEZU
92 hedge funds and large institutions have $521M invested in iShares Currency Hedged MSCI Eurozone ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
89% more capital invested
Capital invested by funds: $276M → $521M (+$245M)
48% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 21
16.14% more ownership
Funds ownership: 36.86% → 53.01% (+16%)
12% more funds holding
Funds holding: 82 → 92 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$179M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$27.7M |
| 3 |
Jane Street
New York
|
+$12.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.33M |
| 5 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$3.82M |
| 2 |
MPW
MA Private Wealth
San Carlos,
California
|
-$1.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$857K |
| 4 |
JP Morgan Chase
New York
|
-$534K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$424K |
HEZU Hedge Fund Activity: Q4 2019 in Review
92 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2019, worth a combined $521M — up 89% from $276M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HEZU positions and 9 closed out — a net gain of 10 holders — while 31 added to existing stakes and 21 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $179M. The largest seller was Barclays, exiting entirely with an estimated $3.82M sold.
- 92 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2019, up from 82 in Q3 2019.
- Funds reported $521M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2019, up 89% quarter-over-quarter.
- 19 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2019 and 9 closed out, a net change of +10 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $179M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2019 was Barclays, an estimated $3.82M sold.
Based on aggregated 13F filings for Q4 2019.