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iShares Currency Hedged MSCI Eurozone ETF

73 hedge funds and large institutions have $384M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more capital invested

Capital invested by funds: $179M → $384M (+$205M)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

18.51% more ownership

Funds ownership: 35.54%54.06% (+19%)

6% more funds holding

Funds holding: 6973 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
19
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$127K +$125K +3,497 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$96K -$5.25K -147 -5%
EWA
53
Evolution Wealth Advisors
Florida
$74K +$51.9K +1,455 +247%
AA
54
Addison Advisors
Vermont
$51K +$49.9K +1,400 New
SMFG
55
Sumitomo Mitsui Financial Group
Japan
$41K
VNA
56
Valley National Advisers
Pennsylvania
$28K +$27.8K +780 New
AF
57
Allworth Financial
California
$27K
LWM
58
Liberty Wealth Management
California
$26K
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$24K -$5.03K -141 -18%
KPCM
60
Kings Point Capital Management
New York
$19K
WWM
61
Wolff Wiese Magana
California
$16K
FFA
62
Founders Financial Alliance
North Carolina
$13K -$5.17K -145 -29%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K
CFA
64
Carroll Financial Associates
North Carolina
$12K
GFPC
65
Global Financial Private Client
Florida
$11.8K
TFGT
66
TS Financial Group (TSFG)
Illinois
$9K
MIFH
67
Migdal Insurance & Financial Holdings
Israel
$7K
AF
68
Advisornet Financial
Minnesota
$6K
SPIA
69
Steward Partners Investment Advisory
New York
$5K
AssetMark Inc
70
AssetMark Inc
California
$2K -$2.78K -78 -61%
BA
71
Bellwether Advisors
Nebraska
$1K -$2.57K -72 -64%
HI
72
Harbour Investments
Wisconsin
$1K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$1K +$1.11K +31 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$874K -25,527 Closed
BWM
75
BigSur Wealth Management
Florida
-$58K -1,700 Closed

HEZU Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q2 2021, worth a combined $384M — up 115% from $179M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Bank of America, cutting an estimated $1.09M.

  • 73 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q2 2021, up from 69 in Q1 2021.
  • Funds reported $384M of iShares Currency Hedged MSCI Eurozone ETF stock for Q2 2021, up 115% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q2 2021 was BlackRock, an estimated $139M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q2 2021 was Bank of America, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2021.