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iShares Currency Hedged MSCI Eurozone ETF
HEZU

78 hedge funds and large institutions have $145M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0.11% less ownership

Funds ownership: 43.04% → 42.93% (-0.11%)

3% less funds holding

Funds holding: 80 → 78 (-2)

10% less capital invested

Capital invested by funds: $161M → $145M (-$15.9M)

38% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
20
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$3.54M
2
Wells Fargo
Wells Fargo
California
+$2.06M
3
LPL Financial
LPL Financial
California
+$1.87M
4
3AM
3EDGE Asset Management
Florida
+$1.85M
5
FTUS
Flow Traders U.S.
New York
+$959K

Top Sellers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
-$18M
2
EWA
Evolution Wealth Advisors
Florida
-$3.93M
3
CWM
Connecticut Wealth Management
Connecticut
-$3.76M
4
BTI
Blue Trust Inc
Georgia
-$688K
5
PFS
Prospera Financial Services
Texas
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.14M +$504K +13,983 +78%
KAS
27
Kestra Advisory Services
Texas
$971K -$16.2K -449 -2%
SA
28
Sanctuary Advisors
Indiana
$836K +$158K +4,389 +25%
US Bancorp
29
US Bancorp
Minnesota
$790K – – –
SG
30
Stanich Group
New York
$777K +$781K +21,667 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$763K -$128K -3,560 -14%
Citigroup
32
Citigroup
New York
$752K -$229K -6,341 -23%
GS
33
GTS Securities
New York
$732K +$736K +20,433 New
DA
34
Detalus Advisors
Missouri
$651K -$19.1K -531 -3%
DCM
35
Dimension Capital Management
Florida
$640K -$159K -4,412 -20%
SWP
36
ShoreHaven Wealth Partners
New Jersey
$617K -$16.8K -467 -3%
VA
37
Vident Advisory
Georgia
$549K -$69.1K -1,918 -11%
DT
38
Diversified Trust
Tennessee
$533K +$12.6K +350 +2%
WWA
39
WCG Wealth Advisors
Nevada
$473K -$66.8K -1,854 -12%
OWA
40
One Wealth Advisors
California
$463K -$17.8K -494 -4%
Ameriprise
41
Ameriprise
Minnesota
$437K -$2.13K -59 -0.5%
SMA
42
Sage Mountain Advisors
Georgia
$417K -$136K -3,786 -25%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$384K +$469 +13 +0.1%
BlackRock
44
BlackRock
New York
$340K -$2.05K -57 -0.6%
Deutsche Bank
45
Deutsche Bank
Germany
$308K +$243K +6,750 +365%
WA
46
Wealth Alliance
New York
$298K -$5.69K -158 -2%
PF
47
Phoenix Financial
Israel
$274K -$108K -3,000 -28%
WA
48
Westfuller Advisors
New York
$265K +$1.8K +50 +0.7%
FNWM
49
Financial Network Wealth Management
Utah
$257K – – –
OAP
50
One Advisory Partners
Kansas
$230K +$2.31K +64 +1%
1
2
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HEZU Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2024, worth a combined $145M — down 9.9% from $161M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 32 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, adding an estimated $3.54M. The largest seller was Permanens Capital, exiting entirely with an estimated $18M sold.

  • 78 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2024, down from 80 in Q3 2024.
  • Funds reported $145M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2024 and 8 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2024 was Banco Bilbao Vizcaya Argentaria, an estimated $3.54M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2024 was Permanens Capital, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2024.