We are live on ! Find out more
HEZU icon

iShares Currency Hedged MSCI Eurozone ETF

73 hedge funds and large institutions have $923M invested in iShares Currency Hedged MSCI Eurozone ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $665M → $923M (+$258M)

20% more funds holding

Funds holding: 6173 (+12)

9.95% more ownership

Funds ownership: 43.77%53.72% (+10%)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
24
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$383K +$415K +15,430 New
BTS
52
BB&T Securities
Virginia
$355K -$11K -410 -3%
TAG
53
Tactical Allocation Group
Michigan
$310K -$21.8K -811 -6%
SIG
54
Stanford Investment Group
California
$286K +$69.2K +2,575 +29%
CAM
55
Carret Asset Management
New York
$258K -$1.61K -60 -0.6%
Ameriprise
56
Ameriprise
Minnesota
$257K -$126K -4,671 -31%
BRWA
57
B. Riley Wealth Advisors
Florida
$221K +$239K +8,890 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$215K +$233K +8,665 New
SIC
59
SFE Investment Counsel
California
$212K +$230K +8,550 New
PVH
60
Psagot Value Holdings
Israel
$149K -$538K -20,000 -77%
DADC
61
D.A. Davidson & Co
Montana
$121K -$42.7K -1,587 -25%
NFA
62
Nationwide Fund Advisors
Ohio
$114K +$124K +4,605 New
Citigroup
63
Citigroup
New York
$80K -$138K -5,116 -61%
CCS
64
Crosspoint Capital Strategies
California
$36K +$39.1K +1,455 New
MFS
65
MSI Financial Services
Massachusetts
$21K -$88.7K -3,300 -79%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$20K
LWA
67
Lenox Wealth Advisors
New York
$15K +$16.4K +612 New
KPCM
68
Kings Point Capital Management
New York
$13K
US Bancorp
69
US Bancorp
Minnesota
$6K -$117K -4,349 -95%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$4K -$12.8K -477 -76%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.92K +146 New
WA
72
WFG Advisors
Texas
$2K +$2.47K +92 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
-$6.49M -234,545 Closed
FA
74
FDx Advisors
Illinois
-$4.74M -170,990 Closed
RJA
75
Raymond James & Associates
Florida
-$3.94M -142,351 Closed

HEZU Hedge Fund Activity: Q3 2015 in Review

73 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2015, worth a combined $923M — up 39% from $665M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HEZU positions and 8 closed out — a net gain of 13 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $97.1M. The largest seller was BlackRock Advisors, cutting an estimated $66.6M.

  • 73 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2015, up from 61 in Q2 2015.
  • Funds reported $923M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2015, up 39% quarter-over-quarter.
  • 21 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2015 and 8 closed out, a net change of +13 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2015 was Fidelity Investments, an estimated $97.1M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2015 was BlackRock Advisors, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2015.