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iShares Currency Hedged MSCI Eurozone ETF

79 hedge funds and large institutions have $195M invested in iShares Currency Hedged MSCI Eurozone ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

7% more funds holding

Funds holding: 7479 (+5)

1.36% more ownership

Funds ownership: 34.11%35.46% (+1.4%)

1% more capital invested

Capital invested by funds: $193M → $195M (+$2.17M)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
24
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
51
First Allied Advisory Services
California
$261K +$7.74K +272 +3%
RJA
52
Raymond James & Associates
Florida
$244K -$1.18M -41,613 -83%
Deutsche Bank
53
Deutsche Bank
Germany
$181K -$512K -17,972 -73%
PVH
54
Psagot Value Holdings
Israel
$177K -$1.03M -36,121 -85%
Credit Agricole
55
Credit Agricole
France
$148K +$54.7K +1,922 +57%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$104K -$21.9K -770 -17%
CHAM
57
Clear Harbor Asset Management
Connecticut
$52.9K +$54.1K +1,900 New
CFGS
58
Concourse Financial Group Securities
Alabama
$50K -$14.6K -512 -22%
LFASL
59
Lugano Financial Advisors SA (LFA)
Switzerland
$38K
WCG
60
Weaver Consulting Group
California
$38K
SMFG
61
Sumitomo Mitsui Financial Group
Japan
$31K
LWM
62
Liberty Wealth Management
California
$31K +$12.2K +427 +62%
William Blair & Company
63
William Blair & Company
Illinois
$25K
AF
64
Allworth Financial
California
$21K +$21K +739 New
FHA
65
Flagship Harbor Advisors
Massachusetts
$20K -$2.02K -71 -9%
GFPC
66
Global Financial Private Client
Florida
$16.3K -$22.9K -803 -58%
KPCM
67
Kings Point Capital Management
New York
$15K
FFA
68
Founders Financial Alliance
North Carolina
$15K +$14.2K +499 New
PFS
69
Prospera Financial Services
Texas
$11K +$11K +385 New
SPIA
70
Steward Partners Investment Advisory
New York
$10K +$6.15K +216 +159%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.33K
CFA
72
Carroll Financial Associates
North Carolina
$9K
GRP
73
Global Retirement Partners
California
$7K
TFGT
74
TS Financial Group (TSFG)
Illinois
$7K
MIFH
75
Migdal Insurance & Financial Holdings
Israel
$6K

HEZU Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2020, worth a combined $195M — up 1.1% from $193M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEZU positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Evolution Wealth Advisors, opening a new position worth an estimated $11M. The largest seller was Jane Street, cutting an estimated $10.6M.

  • 79 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $195M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2020, up 1.1% quarter-over-quarter.
  • 12 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2020 was Evolution Wealth Advisors, an estimated $11M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2020 was Jane Street, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2020.