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iShares Currency Hedged MSCI Eurozone ETF
HEZU

80 hedge funds and large institutions have $161M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

25% more funds holding

Funds holding: 64 → 80 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12.02% less ownership

Funds ownership: 55.06% → 43.04% (-12%)

32% less capital invested

Capital invested by funds: $239M → $161M (-$77.3M)

64% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 28

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
10
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$10M
2
EWA
EP Wealth Advisors
California
+$9.59M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$1.48M
4
DA
Detalus Advisors
Missouri
+$666K
5
SWP
ShoreHaven Wealth Partners
New Jersey
+$629K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$41.4M
2
PC
Permanens Capital
New York
-$25.5M
3
B
Barings
North Carolina
-$9.9M
4
PP
Prudential plc
United Kingdom
-$6.57M
5
Jane Street
Jane Street
New York
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$1M +$11.2K +315 +1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$913K -$65.1K -1,830 -7%
DCM
28
Dimension Capital Management
Florida
$818K – – –
US Bancorp
29
US Bancorp
Minnesota
$810K – – –
BTI
30
Blue Trust Inc
Georgia
$688K – – –
DA
31
Detalus Advisors
Missouri
$688K +$666K +18,707 New
Jane Street
32
Jane Street
New York
$656K -$5.6M -157,276 -90%
SWP
33
ShoreHaven Wealth Partners
New Jersey
$650K +$629K +17,679 New
VA
34
Vident Advisory
Georgia
$634K -$61.3K -1,722 -9%
PFS
35
Prospera Financial Services
Texas
$615K -$1.24M -34,827 -68%
SA
36
Sanctuary Advisors
Indiana
$613K +$614K +17,262 New
SMA
37
Sage Mountain Advisors
Georgia
$567K -$99.2K -2,787 -15%
WWA
38
WCG Wealth Advisors
Nevada
$553K +$535K +15,039 New
DT
39
Diversified Trust
Tennessee
$533K +$12.5K +350 +2%
OWA
40
One Wealth Advisors
California
$493K +$14.3K +401 +3%
Ameriprise
41
Ameriprise
Minnesota
$450K -$2.59M -72,861 -86%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$394K -$137K -3,863 -27%
PF
43
Phoenix Financial
Israel
$391K – – –
BlackRock
44
BlackRock
New York
$351K -$41.4M -1,163,561 -99%
WA
45
Wealth Alliance
New York
$312K +$302K +8,485 New
AIA
46
Alera Investment Advisors
Illinois
$283K +$274K +7,704 New
WA
47
Westfuller Advisors
New York
$270K +$262K +7,351 New
FNWM
48
Financial Network Wealth Management
Utah
$264K – – –
BBA
49
Braun-Bostich & Associates
Pennsylvania
$253K +$245K +6,891 New
MCCA
50
Mill Creek Capital Advisors
Pennsylvania
$238K – – –
1
2
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HEZU Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2024, worth a combined $161M — down 32% from $239M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HEZU positions and 7 closed out — a net gain of 16 holders — while 10 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10M. The largest seller was BlackRock, cutting an estimated $41.4M.

  • 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2024, up from 64 in Q2 2024.
  • Funds reported $161M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2024, down 32% quarter-over-quarter.
  • 23 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2024 and 7 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $10M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2024 was BlackRock, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2024.