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iShares Currency Hedged MSCI Eurozone ETF

68 hedge funds and large institutions have $164M invested in iShares Currency Hedged MSCI Eurozone ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.9% less ownership

Funds ownership: 47.8%44.9% (-2.9%)

8% less funds holding

Funds holding: 7468 (-6)

21% less capital invested

Capital invested by funds: $208M → $164M (-$43.5M)

50% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 26

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
13
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
51
Sumitomo Mitsui Financial Group
Japan
$35K
WOSD
52
WFA of San Diego
California
$31K +$33.4K +1,005 New
Deutsche Bank
53
Deutsche Bank
Germany
$25K +$26.6K +800 New
VNA
54
Valley National Advisers
Pennsylvania
$24K
AF
55
Allworth Financial
California
$23K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$22K +$23.4K +704 New
MRCM
57
M&R Capital Management
New Jersey
$21K -$133K -4,000 -85%
WWM
58
Wolff Wiese Magana
California
$14K
GFPC
59
Global Financial Private Client
Florida
$10.2K
TFGT
60
TS Financial Group (TSFG)
Illinois
$8K
LC
61
Lindbrook Capital
California
$7K
MIFH
62
Migdal Insurance & Financial Holdings
Israel
$6K
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.17K -$5.65K -170 -51%
SPIA
64
Steward Partners Investment Advisory
New York
$4K
AssetMark Inc
65
AssetMark Inc
California
$1K
BA
66
Bellwether Advisors
Nebraska
$1K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$430 -$30.9K -930 -7%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$3.5M -102,406 Closed
AWA
69
Aaron Wealth Advisors
Illinois
-$1.79M -61,363 Closed
MPW
70
MA Private Wealth
California
-$1.25M -36,617 Closed
EWM
71
EPG Wealth Management
Georgia
-$32K -938 Closed
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
-$13.9K -407 Closed
FFA
73
Founders Financial Alliance
North Carolina
-$12K -354 Closed
PFS
74
Prospera Financial Services
Texas
-$8K -235 Closed
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
-$8K -228 Closed

HEZU Hedge Fund Activity: Q2 2022 in Review

68 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q2 2022, worth a combined $164M — down 21% from $208M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HEZU and 4 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 13 added.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $2.39M. The largest seller was Old Mission Capital, cutting an estimated $9.2M.

  • 68 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q2 2022, down from 74 in Q1 2022.
  • Funds reported $164M of iShares Currency Hedged MSCI Eurozone ETF stock for Q2 2022, down 21% quarter-over-quarter.
  • 4 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q2 2022 and 9 closed out, a net change of -5 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q2 2022 was Lazard Asset Management, an estimated $2.39M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q2 2022 was Old Mission Capital, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2022.