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iShares Currency Hedged MSCI Eurozone ETF
HEZU

80 hedge funds and large institutions have $257M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 78 → 80 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12.66% less ownership

Funds ownership: 56.63% → 43.97% (-13%)

37% less capital invested

Capital invested by funds: $407M → $257M (-$150M)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.39M
2
PC
Permanens Capital
New York
+$3.14M
3
NEGWA
New England Guild Wealth Advisors
Connecticut
+$2.18M
4
UBS Group
UBS Group
Switzerland
+$1.71M
5
Jane Street
Jane Street
New York
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$145M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$22.7M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$18.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$972K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
26
MA Private Wealth
California
$1.38M +$6.86K +183 +0.5%
OC
27
Oppenheimer & Co
New York
$1.24M -$503K -13,430 -29%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.19M +$13.3K +356 +1%
US Bancorp
29
US Bancorp
Minnesota
$1.13M – – –
DCM
30
Dimension Capital Management
Florida
$1.08M – – –
Bank Julius Baer & Co
31
Bank Julius Baer & Co
Switzerland
$1.07M +$86.2K +2,300 +9%
Citadel Advisors
32
Citadel Advisors
Florida
$1.02M -$2.51M -66,935 -71%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$863K -$41.3K -1,103 -5%
Osaic Holdings
34
Osaic Holdings
Arizona
$863K – – –
Citigroup
35
Citigroup
New York
$822K -$53K -1,414 -6%
CCA
36
Clearwater Capital Advisors
Illinois
$666K – – –
Deutsche Bank
37
Deutsche Bank
Germany
$568K +$524K +13,995 +1,289%
DT
38
Diversified Trust
Tennessee
$533K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$503K +$95.4K +2,545 +24%
BlackRock
40
BlackRock
New York
$479K -$145M -3,875,938 -100%
Renaissance Technologies
41
Renaissance Technologies
New York
$414K -$217K -5,800 -35%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$395K -$74.1K -1,977 -16%
CCM
43
Condor Capital Management
New Jersey
$344K +$35.3K +942 +11%
EIA
44
Edgemoor Investment Advisors
Maryland
$339K +$337K +9,000 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$321K -$972K -25,950 -75%
MML Investors Services
46
MML Investors Services
Massachusetts
$304K +$3.07K +82 +1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$289K +$288K +7,676 New
SIC
48
SFE Investment Counsel
California
$275K – – –
FNWM
49
Financial Network Wealth Management
Utah
$271K – – –
SMA
50
Sage Mountain Advisors
Georgia
$260K +$124K +3,300 +92%
1
2
3 4

HEZU Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2021, worth a combined $257M — down 37% from $407M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.39M. The largest seller was BlackRock, cutting an estimated $145M.

  • 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $257M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2021, down 37% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2021 was Ameriprise, an estimated $9.39M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2021 was BlackRock, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.