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iShares Currency Hedged MSCI Eurozone ETF
HEZU

61 hedge funds and large institutions have $127M invested in iShares Currency Hedged MSCI Eurozone ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

4.09% less ownership

Funds ownership: 44.9% → 40.81% (-4.1%)

10% less funds holding

Funds holding: 68 → 61 (-7)

22% less capital invested

Capital invested by funds: $164M → $127M (-$36.8M)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
12
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.79M
2
NEGWA
New England Guild Wealth Advisors
Connecticut
+$2.38M
3
Ameriprise
Ameriprise
Minnesota
+$2.22M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$843K
5
OMC
Old Mission Capital
Illinois
+$638K

Top Sellers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
-$23.6M
2
SC
Sierra Capital
Florida
-$3.92M
3
Jane Street
Jane Street
New York
-$3.15M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$2.83M
5
UBS Group
UBS Group
Switzerland
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Dimension Capital Management
Florida
$829K – – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$773K +$843K +26,796 New
JP Morgan Chase
28
JP Morgan Chase
New York
$750K -$11.9K -378 -1%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$682K -$2.83M -89,903 -79%
Citadel Advisors
30
Citadel Advisors
Florida
$624K -$430K -13,683 -39%
Citigroup
31
Citigroup
New York
$613K -$95.5K -3,038 -13%
Osaic Holdings
32
Osaic Holdings
Arizona
$613K -$21.7K -690 -3%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$558K +$232K +7,369 +62%
CCA
34
Clearwater Capital Advisors
Illinois
$489K -$3.58K -114 -0.7%
DT
35
Diversified Trust
Tennessee
$409K – – –
BlackRock
36
BlackRock
New York
$351K -$24.1K -767 -6%
Deutsche Bank
37
Deutsche Bank
Germany
$286K +$287K +9,141 +1,143%
CCM
38
Condor Capital Management
New Jersey
$237K -$5.22K -166 -2%
FNWM
39
Financial Network Wealth Management
Utah
$208K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$183K +$160K +5,085 +399%
IA
41
IFP Advisors
Florida
$165K – – –
SMA
42
Sage Mountain Advisors
Georgia
$104K – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$58K -$1.95K -62 -3%
SMFG
44
Sumitomo Mitsui Financial Group
Japan
$33K – – –
EWM
45
EPG Wealth Management
Georgia
$27K +$29.5K +938 New
AA
46
Addison Advisors
Vermont
$26K -$10.1K -320 -26%
VNA
47
Valley National Advisers
Pennsylvania
$24K – – –
AF
48
Allworth Financial
California
$21K – – –
MRCM
49
M&R Capital Management
New Jersey
$20K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$20K – – –
1
2
3

HEZU Hedge Fund Activity: Q3 2022 in Review

61 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2022, worth a combined $127M — down 22% from $164M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HEZU and 5 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 12 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $7.79M. The largest seller was Permanens Capital, cutting an estimated $23.6M.

  • 61 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2022, down from 68 in Q2 2022.
  • Funds reported $127M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2022, down 22% quarter-over-quarter.
  • 5 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2022 and 12 closed out, a net change of -7 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $7.79M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2022 was Permanens Capital, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2022.