We are live on ! Find out more
HEZU icon

iShares Currency Hedged MSCI Eurozone ETF
HEZU

58 hedge funds and large institutions have $137M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $112M → $137M (+$25.2M)

0.95% more ownership

Funds ownership: 43% → 43.96% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less funds holding

Funds holding: 63 → 58 (-5)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
13
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14M
2
PC
Permanens Capital
New York
+$6.9M
3
Ameriprise
Ameriprise
Minnesota
+$4.78M
4
CWM
Connecticut Wealth Management
Connecticut
+$4.08M
5
FTUS
Flow Traders U.S.
New York
+$3.3M

Top Sellers

Rank Fund Capital Flow
1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$4.5M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.5M
3
OMC
Old Mission Capital
Illinois
-$3.72M
4
Lazard Asset Management
Lazard Asset Management
New York
-$1.98M
5
Bank of America
Bank of America
North Carolina
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$730K -$3.72M -121,058 -84%
Citadel Advisors
27
Citadel Advisors
Florida
$681K +$365K +11,877 +122%
VIA
28
Vident Investment Advisory
Georgia
$627K +$611K +19,865 New
FAIM
29
Financial Advocates Investment Management
Washington
$516K +$160K +5,209 New
Jane Street
30
Jane Street
New York
$498K -$1.13M -36,829 -70%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$459K +$25.8K +840 +6%
DT
32
Diversified Trust
Tennessee
$447K – – –
BlackRock
33
BlackRock
New York
$384K -$5.63K -183 -1%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$272K +$38.1K +1,240 +17%
MCCA
35
Mill Creek Capital Advisors
Pennsylvania
$240K – – –
FNWM
36
Financial Network Wealth Management
Utah
$227K +$221K +7,196 New
DU
37
Delphia (USA)
Ontario, Canada
$223K +$218K +7,075 New
RC
38
Roundview Capital
New Jersey
$214K +$209K +6,796 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$200K – – –
SMA
40
Sage Mountain Advisors
Georgia
$114K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$61K -$62 -2 -0.1%
SMFG
42
Sumitomo Mitsui Financial Group
Japan
$35.7K – – –
EWM
43
EPG Wealth Management
Georgia
$29.6K – – –
AA
44
Addison Advisors
Vermont
$24.9K – – –
AF
45
Allworth Financial
California
$23.3K – – –
MRCM
46
M&R Capital Management
New Jersey
$22.1K – – –
EL
47
EMFO LLC
Florida
$15.8K +$15.4K +500 New
VNA
48
Valley National Advisers
Pennsylvania
$14K – – –
William Blair & Company
49
William Blair & Company
Illinois
$11.4K +$11.1K +362 New
FFA
50
Founders Financial Alliance
North Carolina
$11.4K – – –
1
2
3

HEZU Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2023, worth a combined $137M — up 23% from $112M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HEZU and 9 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $14M. The largest seller was New York State Common Retirement Fund, exiting entirely with an estimated $4.5M sold.

  • 58 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2023, down from 63 in Q4 2022.
  • Funds reported $137M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2023 and 13 closed out, a net change of -4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $14M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2023 was New York State Common Retirement Fund, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2023.