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iShares Currency Hedged MSCI Eurozone ETF
HEZU

57 hedge funds and large institutions have $148M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.38% less ownership

Funds ownership: 45.91% → 45.53% (-0.38%)

7% less funds holding

Funds holding: 61 → 57 (-4)

11% less capital invested

Capital invested by funds: $166M → $148M (-$17.4M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
21
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
+$13.5M
2
B
Barings
North Carolina
+$8.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.11M
5
Ameriprise
Ameriprise
Minnesota
+$925K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$12.4M
2
Jane Street
Jane Street
New York
-$9.61M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.65M
4
OMC
Old Mission Capital
Illinois
-$3.36M
5
FTUS
Flow Traders U.S.
New York
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Dimension Capital Management
Florida
$739K -$148K -4,694 -16%
OMC
27
Old Mission Capital
Illinois
$701K -$3.36M -106,262 -82%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$609K +$127K +4,034 +26%
VA
29
Vident Advisory
Georgia
$583K +$599K +18,964 New
Natixis Advisors
30
Natixis Advisors
Massachusetts
$450K +$7.01K +222 +2%
DT
31
Diversified Trust
Tennessee
$435K – – –
BlackRock
32
BlackRock
New York
$343K -$3.89K -123 -1%
MCCA
33
Mill Creek Capital Advisors
Pennsylvania
$234K – – –
RC
34
Roundview Capital
New Jersey
$233K +$25K +791 +12%
FNWM
35
Financial Network Wealth Management
Utah
$218K – – –
CAS
36
Coppell Advisory Solutions
Texas
$174K +$197K +6,246 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$153K -$80.4K -2,545 -35%
Deutsche Bank
38
Deutsche Bank
Germany
$131K +$133K +4,200 +8,400%
SMA
39
Sage Mountain Advisors
Georgia
$129K +$1.29K +41 +1%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$55.1K +$2.65K +84 +5%
SMFG
41
Sumitomo Mitsui Financial Group
Japan
$34.7K – – –
WOSD
42
WFA of San Diego
California
$30.9K – – –
EWM
43
EPG Wealth Management
Georgia
$28.8K – – –
AA
44
Addison Advisors
Vermont
$24.3K – – –
MRCM
45
M&R Capital Management
New Jersey
$21.5K – – –
EL
46
EMFO LLC
Florida
$15.4K – – –
VNA
47
Valley National Advisers
Pennsylvania
$13K – – –
FFA
48
Founders Financial Alliance
North Carolina
$10.9K – – –
GFPC
49
Global Financial Private Client
Florida
$9.79K – – –
IA
50
IFP Advisors
Florida
$7.38K – – –
1
2
3

HEZU Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2023, worth a combined $148M — down 11% from $166M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HEZU and 6 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 21 added.

The largest buyer was Permanens Capital, adding an estimated $13.5M. The largest seller was JP Morgan Chase, cutting an estimated $12.4M.

  • 57 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2023, down from 61 in Q2 2023.
  • Funds reported $148M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 6 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2023 and 10 closed out, a net change of -4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2023 was Permanens Capital, an estimated $13.5M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2023 was JP Morgan Chase, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2023.