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iShares Currency Hedged MSCI Eurozone ETF
HEZU

74 hedge funds and large institutions have $208M invested in iShares Currency Hedged MSCI Eurozone ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.83% more ownership

Funds ownership: 43.97% → 47.8% (+3.8%)

8% less funds holding

Funds holding: 80 → 74 (-6)

19% less capital invested

Capital invested by funds: $257M → $208M (-$49M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
15
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$9.06M
2
JMPWA
JP Morgan Private Wealth Advisors
California
+$4.74M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.68M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.63M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
-$26.6M
2
AWE
Avidian Wealth Enterprises
Texas
-$8.04M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$3.25M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$3.12M
5
NEGWA
New England Guild Wealth Advisors
Connecticut
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$68K -$2.84K -80 -4%
AA
52
Addison Advisors
Vermont
$48K – – –
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$43K – – –
SMFG
54
Sumitomo Mitsui Financial Group
Japan
$39K – – –
EWM
55
EPG Wealth Management
Georgia
$32K – – –
VNA
56
Valley National Advisers
Pennsylvania
$27K – – –
AF
57
Allworth Financial
California
$25K – – –
KPCM
58
Kings Point Capital Management
New York
$18K – – –
WWM
59
Wolff Wiese Magana
California
$16K +$532 +15 +3%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$13.9K – – –
FFA
61
Founders Financial Alliance
North Carolina
$12K – – –
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K – – –
GFPC
63
Global Financial Private Client
Florida
$11.2K – – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$8K -$42.5K -1,198 -84%
LC
65
Lindbrook Capital
California
$8K – – –
TFGT
66
TS Financial Group (TSFG)
Illinois
$8K – – –
PFS
67
Prospera Financial Services
Texas
$8K +$8.34K +235 New
MIFH
68
Migdal Insurance & Financial Holdings
Israel
$7K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$5K – – –
AssetMark Inc
70
AssetMark Inc
California
$1K -$994 -28 -56%
BA
71
Bellwether Advisors
Nebraska
$1K – – –
MCC
72
Money Concepts Capital
Florida
$1K +$1.42K +40 New
TRCT
73
Tower Research Capital (TRC)
New York
$1K +$1.46K +41 New
PAMS
74
Pictet Asset Management (Switzerland)
Switzerland
– -$3.25M -86,360 Closed
Bank Julius Baer & Co
75
Bank Julius Baer & Co
Switzerland
– -$1.07M -28,435 Closed
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HEZU Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2022, worth a combined $208M — down 19% from $257M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HEZU and 7 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 15 added.

The largest buyer was Old Mission Capital, adding an estimated $9.06M. The largest seller was Permanens Capital, cutting an estimated $26.6M.

  • 74 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2022, down from 80 in Q4 2021.
  • Funds reported $208M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 7 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2022 and 11 closed out, a net change of -4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2022 was Old Mission Capital, an estimated $9.06M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2022 was Permanens Capital, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2022.