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iShares Currency Hedged MSCI Eurozone ETF
HEZU

Overview Fund Activity

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.

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

1
PC
1
Permanens Capital
New York
$28.2M
2
Ameriprise
2
Ameriprise
Minnesota
$9.76M
3
RSWM
3
Robertson Stephens Wealth Management
California
$9.86M
4
5L
4
55I LLC
Massachusetts
$8.32M
5
BlackRock
5
BlackRock
New York
$19.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
OMC
2
Old Mission Capital
Illinois
$2.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
AssetMark Inc
4
AssetMark Inc
California
$10K
5
FTUS
5
Flow Traders U.S.
New York
$562K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Addison Advisors
Vermont
$44K +$44K +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 -$12.9K -427 -38%
KPCM
57
Kings Point Capital Management
New York
$17K – – –
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$17K +$17K +530 New
FFA
59
Founders Financial Alliance
North Carolina
$16K – – –
WWM
60
Wolff Wiese Magana
California
$14K +$14K +442 New
PWPS
61
Pinnacle Wealth Planning Services
Ohio
$13K +$13K +419 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K – – –
GFPC
63
Global Financial Private Client
Florida
$10K -$8.11K -260 -45%
AssetMark Inc
64
AssetMark Inc
California
$10K -$4.77M -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 +$5K +156 New
BA
69
Bellwether Advisors
Nebraska
$5K +$5K +191 New
SPIA
70
Steward Partners Investment Advisory
New York
$4K -$6.35K -216 -61%
RA
71
Reby Advisors
Connecticut
$3K +$3K +98 New
TAM
72
Tucker Asset Management
Colorado
$2.03K +$2.03K +65 New
BW
73
Bison Wealth
Georgia
$2K – – –
SFS
74
Sowell Financial Services
Arkansas
$2K +$2K +64 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
– -$14.4M -516,825 Closed
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