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iShares Currency Hedged MSCI Eurozone ETF
HEZU

74 hedge funds and large institutions have $189M invested in iShares Currency Hedged MSCI Eurozone ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% more ownership

Funds ownership: 35.46% → 38% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $195M → $189M (-$5.72M)

6% less funds holding

Funds holding: 79 → 74 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
16
Reduced
30
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
+$13.1M
2
Ameriprise
Ameriprise
Minnesota
+$7.54M
3
RSWM
Robertson Stephens Wealth Management
California
+$5.43M
4
5L
55I LLC
Massachusetts
+$4.09M
5
BlackRock
BlackRock
New York
+$698K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.4M
2
OMC
Old Mission Capital
Illinois
-$5.17M
3
Morgan Stanley
Morgan Stanley
New York
-$4.96M
4
FTUS
Flow Traders U.S.
New York
-$4.53M
5
AssetMark Inc
AssetMark Inc
California
-$4.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Addison Advisors
Vermont
$44K +$41.8K +1,400 New
LFASL
52
Lugano Financial Advisors SA (LFA)
Switzerland
$42K – – –
SMFG
53
Sumitomo Mitsui Financial Group
Japan
$35K – – –
William Blair & Company
54
William Blair & Company
Illinois
$27K – – –
AF
55
Allworth Financial
California
$23K – – –
LWM
56
Liberty Wealth Management
California
$21K -$12.8K -427 -38%
KPCM
57
Kings Point Capital Management
New York
$17K – – –
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$17K +$15.8K +530 New
FFA
59
Founders Financial Alliance
North Carolina
$16K – – –
WWM
60
Wolff Wiese Magana
California
$14K +$13.2K +442 New
PWPS
61
Pinnacle Wealth Planning Services
Ohio
$13K +$12.5K +419 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K – – –
GFPC
63
Global Financial Private Client
Florida
$10K -$7.77K -260 -45%
AssetMark Inc
64
AssetMark Inc
California
$10K -$4.41M -147,471 -100%
CFA
65
Carroll Financial Associates
North Carolina
$10K – – –
TFGT
66
TS Financial Group (TSFG)
Illinois
$8K – – –
MIFH
67
Migdal Insurance & Financial Holdings
Israel
$6K – – –
AF
68
Advisornet Financial
Minnesota
$5K +$4.66K +156 New
BA
69
Bellwether Advisors
Nebraska
$5K +$5.71K +191 New
SPIA
70
Steward Partners Investment Advisory
New York
$4K -$6.46K -216 -61%
RA
71
Reby Advisors
Connecticut
$3K +$2.93K +98 New
TAM
72
Tucker Asset Management
Colorado
$2.03K +$1.94K +65 New
BW
73
Bison Wealth
Georgia
$2K – – –
SFS
74
Sowell Financial Services
Arkansas
$2K +$1.91K +64 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
– -$14.4M -516,825 Closed
1 2
3
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HEZU Hedge Fund Activity: Q4 2020 in Review

74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2020, worth a combined $189M — down 2.9% from $195M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HEZU and 13 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 16 added.

The largest buyer was Permanens Capital, adding an estimated $13.1M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $14.4M sold.

  • 74 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2020, down from 79 in Q3 2020.
  • Funds reported $189M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2020, down 2.9% quarter-over-quarter.
  • 13 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2020 and 17 closed out, a net change of -4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2020 was Permanens Capital, an estimated $13.1M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2020.