iShares Currency Hedged MSCI Eurozone ETF
HEZU
57 hedge funds and large institutions have $148M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 10 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.38% less ownership
Funds ownership: 45.91% → 45.53% (-0.38%)
7% less funds holding
Funds holding: 61 → 57 (-4)
11% less capital invested
Capital invested by funds: $166M → $148M (-$17.4M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
+$13.5M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
+$8.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.32M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.11M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$925K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.4M |
| 2 |
Jane Street
New York
|
-$9.61M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.65M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.36M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.19M |
HEZU Hedge Fund Activity: Q3 2023 in Review
57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2023, worth a combined $148M — down 11% from $166M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HEZU and 6 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 21 added.
The largest buyer was Permanens Capital, adding an estimated $13.5M. The largest seller was JP Morgan Chase, cutting an estimated $12.4M.
- 57 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2023, down from 61 in Q2 2023.
- Funds reported $148M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2023 and 10 closed out, a net change of -4 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2023 was Permanens Capital, an estimated $13.5M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2023 was JP Morgan Chase, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2023.