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iShares Currency Hedged MSCI Eurozone ETF
HEZU

73 hedge funds and large institutions have $384M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more capital invested

Capital invested by funds: $179M → $384M (+$205M)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

18.51% more ownership

Funds ownership: 35.54% → 54.06% (+19%)

6% more funds holding

Funds holding: 69 → 73 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
19
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$139M
2
PC
Permanens Capital
New York
+$22.7M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$14.7M
4
Ameriprise
Ameriprise
Minnesota
+$7.78M
5
OMC
Old Mission Capital
Illinois
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.09M
2
UBS Group
UBS Group
Switzerland
-$926K
3
MRCM
M&R Capital Management
New Jersey
-$889K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$874K
5
Wells Fargo
Wells Fargo
California
-$584K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.12M +$23.1K +648 +2%
US Bancorp
27
US Bancorp
Minnesota
$1.1M -$25K -700 -2%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$1.05M +$208K +5,839 +25%
DCM
29
Dimension Capital Management
Florida
$1.05M – – –
JMPWA
30
JP Morgan Private Wealth Advisors
California
$938K -$82.2K -2,305 -8%
Citigroup
31
Citigroup
New York
$897K +$204K +5,718 +30%
CCA
32
Clearwater Capital Advisors
Illinois
$657K -$19.6K -550 -3%
OC
33
Oppenheimer & Co
New York
$654K +$640K +17,935 New
Osaic Holdings
34
Osaic Holdings
Arizona
$583K -$7.28K -204 -1%
UIA
35
UBP Investment Advisors
Switzerland
$540K – – –
DT
36
Diversified Trust
Tennessee
$516K – – –
Natixis Advisors
37
Natixis Advisors
Massachusetts
$451K +$16.4K +460 +4%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$395K +$383K +10,748 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$337K -$13.6K -381 -4%
RC
40
Roundview Capital
New Jersey
$331K -$3.57K -100 -1%
RJA
41
Raymond James & Associates
Florida
$327K -$52.8K -1,479 -14%
CCM
42
Condor Capital Management
New Jersey
$301K -$38.5K -1,080 -12%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$254K +$249K +6,981 New
SIC
44
SFE Investment Counsel
California
$248K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$241K +$236K +6,627 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$235K -$2.32K -65 -1%
HSWM
47
Hubbell Strickland Wealth Management
Louisiana
$206K +$202K +5,665 New
IA
48
IFP Advisors
Florida
$196K – – –
Deutsche Bank
49
Deutsche Bank
Germany
$142K -$30.3K -849 -18%
SMA
50
Sage Mountain Advisors
Georgia
$131K – – –
1
2
3 4

HEZU Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q2 2021, worth a combined $384M — up 115% from $179M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Bank of America, cutting an estimated $1.09M.

  • 73 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q2 2021, up from 69 in Q1 2021.
  • Funds reported $384M of iShares Currency Hedged MSCI Eurozone ETF stock for Q2 2021, up 115% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q2 2021 was BlackRock, an estimated $139M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q2 2021 was Bank of America, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2021.