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iShares Currency Hedged MSCI Eurozone ETF
HEZU

57 hedge funds and large institutions have $188M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $148M → $188M (+$39.8M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5.16% more ownership

Funds ownership: 45.53% → 50.69% (+5.2%)

0% more funds holding

Funds holding: 57 → 57 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
10
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$38M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12.7M
3
CWM
Connecticut Wealth Management
Connecticut
+$6.32M
4
Morgan Stanley
Morgan Stanley
New York
+$5.82M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
-$15.6M
2
Ameriprise
Ameriprise
Minnesota
-$11.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.05M
5
Jane Street
Jane Street
New York
-$922K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$782K -$768K -24,308 -51%
DCM
27
Dimension Capital Management
Florida
$741K -$56.5K -1,790 -7%
VA
28
Vident Advisory
Georgia
$632K – – –
Jane Street
29
Jane Street
New York
$535K -$922K -29,193 -65%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$485K -$1.93K -61 -0.4%
DT
31
Diversified Trust
Tennessee
$472K – – –
Deutsche Bank
32
Deutsche Bank
Germany
$375K +$221K +7,000 +165%
CCM
33
Crabel Capital Management
California
$267K +$254K +8,031 New
MCCA
34
Mill Creek Capital Advisors
Pennsylvania
$253K – – –
SMA
35
Sage Mountain Advisors
Georgia
$249K +$104K +3,300 +79%
FNWM
36
Financial Network Wealth Management
Utah
$239K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$162K – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$60.7K +$1.01K +32 +2%
SMFG
39
Sumitomo Mitsui Financial Group
Japan
$37.6K – – –
EWM
40
EPG Wealth Management
Georgia
$31.7K – – –
AA
41
Addison Advisors
Vermont
$26.3K – – –
MRCM
42
M&R Capital Management
New Jersey
$23.3K – – –
TRCT
43
Tower Research Capital (TRC)
New York
$22K +$20.9K +662 New
PS
44
Principal Securities
Iowa
$14.3K +$13.5K +428 New
VNA
45
Valley National Advisers
Pennsylvania
$14K – – –
FFA
46
Founders Financial Alliance
North Carolina
$11.8K – – –
S
47
SignatureFD
Georgia
$11.4K +$10.8K +342 New
GFPC
48
Global Financial Private Client
Florida
$10.7K – – –
LC
49
Lindbrook Capital
California
$7.53K – – –
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.49K – – –
1
2
3

HEZU Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2023, worth a combined $188M — up 27% from $148M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HEZU positions and 9 closed out — a net gain of 1 holder — while 10 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $38M. The largest seller was Permanens Capital, cutting an estimated $15.6M.

  • 57 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $188M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 10 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2023 and 9 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2023 was BlackRock, an estimated $38M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2023 was Permanens Capital, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2023.