iShares Currency Hedged MSCI Eurozone ETF
HEZU
61 hedge funds and large institutions have $166M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
21% more capital invested
Capital invested by funds: $137M → $166M (+$28.8M)
5% more funds holding
Funds holding: 58 → 61 (+3)
1.95% more ownership
Funds ownership: 43.96% → 45.91% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
43% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 21
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $826K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$10.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.78M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.39M |
| 4 |
PC
Permanens Capital
New York
|
+$2.92M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$3.09M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.07M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.29M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$820K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$599K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EL
51
EMFO LLC
Weston,
Florida
| $16.4K | – | – | – |
|
|
VNA
52
Valley National Advisers
Bethlehem,
Pennsylvania
| $15K | – | – | – |
|
|
FFA
53
Founders Financial Alliance
Raleigh,
North Carolina
| $11.6K | – | – | – |
|
|
GFPC
54
Global Financial Private Client
Sarasota,
Florida
| $10.3K | – | – | – |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $7.85K | – | – | – |
|
|
LC
56
Lindbrook Capital
Calabasas,
California
| $7.39K | – | – | – |
|
|
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $5.4K | – | – | – |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| $4.45K | – | – | – |
|
|
TFGT
59
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $3K | – | – | – |
|
|
60
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.64K | -$1.29M | -40,270 | -100% |
|
61
AssetMark Inc
Concord,
California
| $720 | – | – | – |
|
|
BBVA
62
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| – | -$3.09M | -97,854 | Closed |
|
|
FAIM
63
Financial Advocates Investment Management
Olympia,
Washington
| – | -$516K | -5,209 | Closed |
|
64
William Blair & Company
Chicago,
Illinois
| – | -$11.4K | -362 | Closed |
|
HEZU Hedge Fund Activity: Q2 2023 in Review
61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q2 2023, worth a combined $166M — up 21% from $137M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEZU positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 21 trimmed.
The largest buyer was Jane Street, adding an estimated $10.7M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $3.09M sold.
- 61 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q2 2023, up from 58 in Q1 2023.
- Funds reported $166M of iShares Currency Hedged MSCI Eurozone ETF stock for Q2 2023, up 21% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q2 2023 and 3 closed out, a net change of +3 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q2 2023 was Jane Street, an estimated $10.7M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q2 2023 was Banco Bilbao Vizcaya Argentaria, an estimated $3.09M sold.
Based on aggregated 13F filings for Q2 2023.