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iShares Currency Hedged MSCI Eurozone ETF
HEZU

74 hedge funds and large institutions have $208M invested in iShares Currency Hedged MSCI Eurozone ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.83% more ownership

Funds ownership: 43.97% → 47.8% (+3.8%)

8% less funds holding

Funds holding: 80 → 74 (-6)

19% less capital invested

Capital invested by funds: $257M → $208M (-$49M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
15
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$9.06M
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$4.74M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.68M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.63M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
-$26.6M
2
AWE
Avidian Wealth Enterprises
Texas
-$8.04M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$3.25M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$3.12M
5
NEGWA
New England Guild Wealth Advisors
Connecticut
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Endowment Wealth Management
Wisconsin
$1.46M -$156K -4,383 -9%
KAS
27
Kestra Advisory Services
Texas
$1.29M -$64.5K -1,816 -5%
MPW
28
MA Private Wealth
California
$1.25M – – –
NA
29
NewEdge Advisors
Louisiana
$1.23M -$330K -9,290 -21%
AWE
30
Avidian Wealth Enterprises
Texas
$1.06M -$8.04M -226,496 -88%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.06M -$20.2K -569 -2%
US Bancorp
32
US Bancorp
Minnesota
$1.02M -$2.48K -70 -0.2%
Osaic Holdings
33
Osaic Holdings
Arizona
$1M -$13.7K -387 -2%
DCM
34
Dimension Capital Management
Florida
$984K – – –
Citigroup
35
Citigroup
New York
$783K +$36.7K +1,034 +5%
OC
36
Oppenheimer & Co
New York
$592K -$559K -15,743 -48%
CCA
37
Clearwater Capital Advisors
Illinois
$588K -$18.5K -521 -3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$495K +$33K +930 +7%
DT
39
Diversified Trust
Tennessee
$485K – – –
BlackRock
40
BlackRock
New York
$479K +$44.6K +1,256 +10%
Citadel Advisors
41
Citadel Advisors
Florida
$436K -$512K -14,435 -53%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$428K +$71.7K +2,021 +19%
CCM
43
Condor Capital Management
New Jersey
$316K +$3.16K +89 +1%
EIA
44
Edgemoor Investment Advisors
Maryland
$308K – – –
SIC
45
SFE Investment Counsel
California
$250K – – –
FNWM
46
Financial Network Wealth Management
Utah
$246K – – –
RC
47
Roundview Capital
New Jersey
$233K – – –
IA
48
IFP Advisors
Florida
$165K – – –
MRCM
49
M&R Capital Management
New Jersey
$160K -$2.66M -75,038 -94%
SMA
50
Sage Mountain Advisors
Georgia
$123K -$117K -3,300 -48%
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HEZU Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2022, worth a combined $208M — down 19% from $257M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HEZU and 7 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 15 added.

The largest buyer was Old Mission Capital, adding an estimated $9.06M. The largest seller was Permanens Capital, cutting an estimated $26.6M.

  • 74 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2022, down from 80 in Q4 2021.
  • Funds reported $208M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 7 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2022 and 11 closed out, a net change of -4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2022 was Old Mission Capital, an estimated $9.06M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2022 was Permanens Capital, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2022.