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iShares Currency Hedged MSCI Eurozone ETF
HEZU

58 hedge funds and large institutions have $231M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $319K

23% more capital invested

Capital invested by funds: $188M → $231M (+$43.3M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5.76% more ownership

Funds ownership: 50.69% → 56.45% (+5.8%)

2% more funds holding

Funds holding: 57 → 58 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
12
Reduced
19
Closed
8
Calls
$1.09M
Puts
$319K
Net Calls
+$773K
Net Calls Change
+$773K

Top Buyers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
+$17.7M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$10.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$10.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.17M
5
Wolverine Trading
Wolverine Trading
Illinois
+$962K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$8.9M
3
FTUS
Flow Traders U.S.
New York
-$2.06M
4
B
Barings
North Carolina
-$1.31M
5
NA
NewEdge Advisors
Louisiana
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
26
Quotient Wealth Partners
Texas
$1.07M +$51.3K +1,486 +5%
Wolverine Trading
27
Wolverine Trading
Illinois
$1.03M +$962K +27,877 New
Citigroup
28
Citigroup
New York
$950K -$132K -3,821 -13%
US Bancorp
29
US Bancorp
Minnesota
$857K -$39K -1,131 -5%
DCM
30
Dimension Capital Management
Florida
$819K – – –
VA
31
Vident Advisory
Georgia
$697K – – –
Natixis Advisors
32
Natixis Advisors
Massachusetts
$537K +$310 +9 +0.1%
OMC
33
Old Mission Capital
Illinois
$523K +$491K +14,223 New
DT
34
Diversified Trust
Tennessee
$521K – – –
PF
35
Phoenix Financial
Israel
$392K +$367K +10,650 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$374K +$351K +10,172 New
WA
37
Westfuller Advisors
New York
$265K +$248K +7,202 New
SMA
38
Sage Mountain Advisors
Georgia
$254K -$20.1K -583 -8%
MCCA
39
Mill Creek Capital Advisors
Pennsylvania
$238K -$39K -1,130 -15%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$178K – – –
Deutsche Bank
41
Deutsche Bank
Germany
$176K -$222K -6,450 -57%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$66.5K -$483 -14 -0.8%
SMFG
43
Sumitomo Mitsui Financial Group
Japan
$41.5K – – –
EWM
44
EPG Wealth Management
Georgia
$34.5K – – –
AA
45
Addison Advisors
Vermont
$29K – – –
MRCM
46
M&R Capital Management
New Jersey
$25.7K – – –
RIA
47
Realta Investment Advisors
Delaware
$18.4K +$17.2K +500 New
PS
48
Principal Securities
Iowa
$15.7K – – –
VNA
49
Valley National Advisers
Pennsylvania
$15K – – –
FFA
50
Founders Financial Alliance
North Carolina
$13K – – –
1
2
3

HEZU Hedge Fund Activity: Q1 2024 in Review

58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2024, worth a combined $231M — up 23% from $188M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 8 closed out — a net gain of 1 holder — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Permanens Capital, adding an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $9M.

  • 58 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2024, up from 57 in Q4 2023.
  • Funds reported $231M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2024, up 23% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2024 and 8 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2024 was Permanens Capital, an estimated $17.7M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2024 was Morgan Stanley, an estimated $9M sold.

Based on aggregated 13F filings for Q1 2024.