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iShares Currency Hedged MSCI Eurozone ETF
HEZU

80 hedge funds and large institutions have $257M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 78 → 80 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12.66% less ownership

Funds ownership: 56.63% → 43.97% (-13%)

37% less capital invested

Capital invested by funds: $407M → $257M (-$150M)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.39M
2
PC
Permanens Capital
New York
+$3.14M
3
NEGWA
New England Guild Wealth Advisors
Connecticut
+$2.18M
4
UBS Group
UBS Group
Switzerland
+$1.71M
5
Jane Street
Jane Street
New York
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$145M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$22.7M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$18.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$972K
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
51
Roundview Capital
New Jersey
$256K -$42.9K -1,144 -14%
LC
52
Lavaca Capital
Texas
$238K – – –
HSWM
53
Hubbell Strickland Wealth Management
Louisiana
$214K +$487 +13 +0.2%
EWA
54
EP Wealth Advisors
California
$208K +$207K +5,514 New
IA
55
IFP Advisors
Florida
$202K – – –
NFG
56
Next Financial Group
Texas
$134K +$1.61K +43 +1%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$77K -$24.2K -647 -24%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$57K +$56.7K +1,514 New
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$54K +$21.8K +581 +69%
AA
60
Addison Advisors
Vermont
$53K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$48K +$47.8K +1,275 New
SMFG
62
Sumitomo Mitsui Financial Group
Japan
$43K – – –
EWM
63
EPG Wealth Management
Georgia
$35K – – –
VNA
64
Valley National Advisers
Pennsylvania
$29K – – –
AF
65
Allworth Financial
California
$28K – – –
SCA
66
Snowden Capital Advisors
New York
$21K +$21.3K +568 New
KPCM
67
Kings Point Capital Management
New York
$20K – – –
WWM
68
Wolff Wiese Magana
California
$17K – – –
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$15.3K – – –
CFA
70
Carroll Financial Associates
North Carolina
$13K – – –
FFA
71
Founders Financial Alliance
North Carolina
$13K – – –
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K – – –
GFPC
73
Global Financial Private Client
Florida
$12.1K – – –
TFGT
74
TS Financial Group (TSFG)
Illinois
$9K – – –
LC
75
Lindbrook Capital
California
$9K +$8.47K +226 New
1 2
3
4

HEZU Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2021, worth a combined $257M — down 37% from $407M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.39M. The largest seller was BlackRock, cutting an estimated $145M.

  • 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $257M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2021, down 37% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2021 was Ameriprise, an estimated $9.39M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2021 was BlackRock, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.