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iShares Currency Hedged MSCI Eurozone ETF
HEZU

78 hedge funds and large institutions have $407M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

7% more funds holding

Funds holding: 73 → 78 (+5)

6% more capital invested

Capital invested by funds: $384M → $407M (+$22.4M)

2.57% more ownership

Funds ownership: 54.06% → 56.63% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
23
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$23.2M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$18.4M
3
AWE
Avidian Wealth Enterprises
Texas
+$8.79M
4
PC
Permanens Capital
New York
+$4.76M
5
NEGWA
New England Guild Wealth Advisors
Connecticut
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$11.9M
2
Ameriprise
Ameriprise
Minnesota
-$11.8M
3
MRCM
M&R Capital Management
New Jersey
-$2.42M
4
OMC
Old Mission Capital
Illinois
-$2.23M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.44M +$28.5K +775 +2%
PVH
27
Psagot Value Holdings
Israel
$1.32M +$80.9K +2,200 +6%
MPW
28
MA Private Wealth
California
$1.31M -$7.06K -192 -0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.24M +$1.01M +27,499 +394%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.12M +$11.8K +322 +1%
US Bancorp
31
US Bancorp
Minnesota
$1.08M -$9.56K -260 -0.9%
DCM
32
Dimension Capital Management
Florida
$1.04M – – –
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$942K -$97.5K -2,652 -9%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$866K -$63.5K -1,728 -7%
Citigroup
35
Citigroup
New York
$839K -$50.3K -1,369 -6%
Osaic Holdings
36
Osaic Holdings
Arizona
$826K +$255K +6,928 +43%
Jane Street
37
Jane Street
New York
$805K +$821K +22,328 New
Ameriprise
38
Ameriprise
Minnesota
$721K -$11.8M -320,805 -94%
CCA
39
Clearwater Capital Advisors
Illinois
$638K -$12.9K -352 -2%
Renaissance Technologies
40
Renaissance Technologies
New York
$606K +$618K +16,800 New
DT
41
Diversified Trust
Tennessee
$511K – – –
Natixis Advisors
42
Natixis Advisors
Massachusetts
$449K +$3.46K +94 +0.8%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$391K – – –
CCM
44
Condor Capital Management
New Jersey
$295K -$2.54K -69 -0.8%
MML Investors Services
45
MML Investors Services
Massachusetts
$288K +$50.3K +1,367 +21%
RC
46
Roundview Capital
New Jersey
$286K -$42.3K -1,150 -13%
SIC
47
SFE Investment Counsel
California
$263K +$18.4K +500 +7%
FNWM
48
Financial Network Wealth Management
Utah
$259K +$265K +7,196 New
LC
49
Lavaca Capital
Texas
$228K +$233K +6,329 New
HSWM
50
Hubbell Strickland Wealth Management
Louisiana
$205K +$405 +11 +0.2%
1
2
3 4

HEZU Hedge Fund Activity: Q3 2021 in Review

78 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2021, worth a combined $407M — up 5.8% from $384M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HEZU positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $23.2M. The largest seller was Banco Bilbao Vizcaya Argentaria, cutting an estimated $11.9M.

  • 78 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2021, up from 73 in Q2 2021.
  • Funds reported $407M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 11 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2021 and 5 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2021 was Schroder Investment Management Group, an estimated $23.2M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2021.