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iShares Currency Hedged MSCI Eurozone ETF

82 hedge funds and large institutions have $276M invested in iShares Currency Hedged MSCI Eurozone ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 8482 (-2)

8.97% less ownership

Funds ownership: 45.83%36.86% (-9%)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

36% less capital invested

Capital invested by funds: $429M → $276M (-$153M)

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
21
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$244K +$27.2K +905 +13%
OMC
52
Old Mission Capital
Illinois
$223K +$216K +7,201 New
TFA
53
TPG Financial Advisors
Oregon
$220K +$214K +7,120 New
G
54
GenTrust
Florida
$216K +$2.16K +72 +1%
SIC
55
SFE Investment Counsel
California
$212K
UBS AM
56
UBS AM
Illinois
$145K -$11.1K -370 -7%
EDRH
57
Edmond de Rothschild Holding
Switzerland
$104K
SFA
58
Semmax Financial Advisors
North Carolina
$73K
WCG
59
Weaver Consulting Group
California
$47K
SMFG
60
Sumitomo Mitsui Financial Group
Japan
$35K
ADL
61
Asset Dedication LLC
California
$31K +$30.3K +1,010 New
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$23.9K -795 -46%
William Blair & Company
63
William Blair & Company
Illinois
$27K -$5.31K -177 -17%
TFGT
64
TS Financial Group (TSFG)
Illinois
$27K
AF
65
Allworth Financial
California
$23K
FHA
66
Flagship Harbor Advisors
Massachusetts
$23K
LWM
67
Liberty Wealth Management
California
$21K +$20.8K +694 New
MIFH
68
Migdal Insurance & Financial Holdings
Israel
$19K
SF
69
Synovus Financial
Georgia
$18K +$17.6K +585 New
KPCM
70
Kings Point Capital Management
New York
$16K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$15K +$13K +433 +1,083%
GRP
72
Global Retirement Partners
California
$13K +$3.42K +114 +36%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
CFA
74
Carroll Financial Associates
North Carolina
$10K
CFGS
75
Concourse Financial Group Securities
Alabama
$9K -$3.03K -101 -25%

HEZU Hedge Fund Activity: Q3 2019 in Review

82 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2019, worth a combined $276M — down 36% from $429M a quarter earlier.

Fund positioning in HEZU was balanced in Q3 2019: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 29 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $4.69M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 82 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2019, down from 84 in Q2 2019.
  • Funds reported $276M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2019, down 36% quarter-over-quarter.
  • 11 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2019 and 11 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2019 was Flow Traders U.S., an estimated $4.69M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2019 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2019.