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iShares Currency Hedged MSCI Eurozone ETF

79 hedge funds and large institutions have $195M invested in iShares Currency Hedged MSCI Eurozone ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

7% more funds holding

Funds holding: 7479 (+5)

1.36% more ownership

Funds ownership: 34.11%35.46% (+1.4%)

1% more capital invested

Capital invested by funds: $193M → $195M (+$2.17M)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
24
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.75M +$88.9K +3,122 +5%
Ameriprise
27
Ameriprise
Minnesota
$1.68M +$483K +16,958 +39%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.63M +$118K +4,147 +8%
NA
29
NewEdge Advisors
Louisiana
$1.43M +$44K +1,545 +3%
MPW
30
MA Private Wealth
California
$1.17M +$1.48K +52 +0.1%
US Bancorp
31
US Bancorp
Minnesota
$1.02M -$95.6K -3,360 -8%
PAS
32
Park Avenue Securities
New York
$961K +$169K +5,955 +21%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$893K -$65.8K -2,313 -7%
DCM
34
Dimension Capital Management
Florida
$800K -$197K -6,938 -19%
JP Morgan Chase
35
JP Morgan Chase
New York
$749K -$50K -1,757 -6%
Jane Street
36
Jane Street
New York
$748K -$10.6M -373,847 -93%
MML Investors Services
37
MML Investors Services
Massachusetts
$723K +$26.2K +920 +4%
Bank Julius Baer & Co
38
Bank Julius Baer & Co
Switzerland
$697K +$19.8K +696 +3%
WP
39
WealthSource Partners
California
$550K -$68.3K -2,401 -11%
CCA
40
Clearwater Capital Advisors
Illinois
$535K
Citigroup
41
Citigroup
New York
$468K +$39.3K +1,382 +9%
UIA
42
UBP Investment Advisors
Switzerland
$411K
Citadel Advisors
43
Citadel Advisors
Florida
$408K +$417K +14,648 New
DT
44
Diversified Trust
Tennessee
$394K
Natixis Advisors
45
Natixis Advisors
Massachusetts
$319K -$9.02K -317 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$307K +$313K +11,010 New
IA
47
IFP Advisors
Florida
$292K -$28K -985 -9%
CIA
48
Choate Investment Advisors
Massachusetts
$286K
CCM
49
Condor Capital Management
New Jersey
$278K -$11.6K -408 -4%
RC
50
Roundview Capital
New Jersey
$271K

HEZU Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2020, worth a combined $195M — up 1.1% from $193M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEZU positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Evolution Wealth Advisors, opening a new position worth an estimated $11M. The largest seller was Jane Street, cutting an estimated $10.6M.

  • 79 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $195M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2020, up 1.1% quarter-over-quarter.
  • 12 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2020 was Evolution Wealth Advisors, an estimated $11M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2020 was Jane Street, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2020.