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iShares Currency Hedged MSCI Eurozone ETF
HEZU

78 hedge funds and large institutions have $407M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

7% more funds holding

Funds holding: 73 → 78 (+5)

6% more capital invested

Capital invested by funds: $384M → $407M (+$22.4M)

2.57% more ownership

Funds ownership: 54.06% → 56.63% (+2.6%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
23
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$23.2M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$18.4M
3
AWE
Avidian Wealth Enterprises
Texas
+$8.79M
4
PC
Permanens Capital
New York
+$4.76M
5
NEGWA
New England Guild Wealth Advisors
Connecticut
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$11.9M
2
Ameriprise
Ameriprise
Minnesota
-$11.8M
3
MRCM
M&R Capital Management
New Jersey
-$2.42M
4
OMC
Old Mission Capital
Illinois
-$2.23M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$202K -$30.9K -839 -13%
IA
52
IFP Advisors
Florida
$193K – – –
SMA
53
Sage Mountain Advisors
Georgia
$130K – – –
NFG
54
Next Financial Group
Texas
$126K +$294 +8 +0.2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$97K +$1.99K +54 +2%
AA
56
Addison Advisors
Vermont
$50K – – –
SMFG
57
Sumitomo Mitsui Financial Group
Japan
$41K – – –
Deutsche Bank
58
Deutsche Bank
Germany
$39K -$103K -2,814 -72%
EWM
59
EPG Wealth Management
Georgia
$34K +$34.5K +938 New
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$30K +$6.84K +186 +28%
EI
61
Ellevest Inc
New York
$29K +$29.6K +806 New
VNA
62
Valley National Advisers
Pennsylvania
$28K – – –
AF
63
Allworth Financial
California
$27K – – –
LWM
64
Liberty Wealth Management
California
$25K – – –
KPCM
65
Kings Point Capital Management
New York
$19K – – –
WWM
66
Wolff Wiese Magana
California
$16K – – –
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$14.7K +$15K +407 New
FFA
68
Founders Financial Alliance
North Carolina
$13K – – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K – – –
CFA
70
Carroll Financial Associates
North Carolina
$12K – – –
GFPC
71
Global Financial Private Client
Florida
$11.7K – – –
TFGT
72
TS Financial Group (TSFG)
Illinois
$9K – – –
MIFH
73
Migdal Insurance & Financial Holdings
Israel
$7K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$5K – – –
AF
75
Advisornet Financial
Minnesota
$3K -$2.87K -78 -50%
1 2
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HEZU Hedge Fund Activity: Q3 2021 in Review

78 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2021, worth a combined $407M — up 5.8% from $384M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HEZU positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $23.2M. The largest seller was Banco Bilbao Vizcaya Argentaria, cutting an estimated $11.9M.

  • 78 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2021, up from 73 in Q2 2021.
  • Funds reported $407M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 11 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2021 and 5 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2021 was Schroder Investment Management Group, an estimated $23.2M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2021.