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iShares Currency Hedged MSCI Eurozone ETF
HEZU

80 hedge funds and large institutions have $161M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

25% more funds holding

Funds holding: 64 → 80 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12.02% less ownership

Funds ownership: 55.06% → 43.04% (-12%)

32% less capital invested

Capital invested by funds: $239M → $161M (-$77.3M)

64% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 28

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
10
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$10M
2
EWA
EP Wealth Advisors
California
+$9.59M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$1.48M
4
DA
Detalus Advisors
Missouri
+$666K
5
SWP
ShoreHaven Wealth Partners
New Jersey
+$629K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$41.4M
2
PC
Permanens Capital
New York
-$25.5M
3
B
Barings
North Carolina
-$9.9M
4
PP
Prudential plc
United Kingdom
-$6.57M
5
Jane Street
Jane Street
New York
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAP
51
One Advisory Partners
Kansas
$234K +$226K +6,365 New
KWM
52
Keebeck Wealth Management
Illinois
$226K +$219K +6,150 New
HFA
53
High Falls Advisors
New York
$220K +$213K +5,996 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$212K -$49.2K -1,382 -19%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$138K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$77.9K +$13.3K +374 +21%
Deutsche Bank
57
Deutsche Bank
Germany
$68K -$17.8K -500 -21%
ACA
58
Aptus Capital Advisors
Alabama
$46.3K +$44.8K +1,260 New
SMFG
59
Sumitomo Mitsui Financial Group
Japan
$41.5K – – –
WOSD
60
WFA of San Diego
California
$36.9K – – –
EWM
61
EPG Wealth Management
Georgia
$34.5K +$33.4K +938 New
MRCM
62
M&R Capital Management
New Jersey
$25.7K – – –
LFA
63
LGT Financial Advisors
Texas
$19.4K +$18.8K +528 New
AA
64
Addison Advisors
Vermont
$15.8K – – –
PS
65
Principal Securities
Iowa
$15.7K – – –
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$13.9K -$20.6K -578 -61%
FFA
67
Founders Financial Alliance
North Carolina
$13K – – –
LC
68
Lindbrook Capital
California
$8.31K – – –
MG
69
Mather Group
Illinois
$6.47K +$6.26K +176 New
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.07K – – –
GRP
71
Global Retirement Partners
California
$3.97K +$3.84K +108 New
IA
72
IFP Advisors
Florida
$3.68K +$3.56K +100 New
TFGT
73
TS Financial Group (TSFG)
Illinois
$3K – – –
NRC
74
New Republic Capital
North Carolina
$2.94K +$2.85K +80 New
SWM
75
Spire Wealth Management
Virginia
$2.43K +$2.35K +66 New
1 2
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HEZU Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2024, worth a combined $161M — down 32% from $239M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HEZU positions and 7 closed out — a net gain of 16 holders — while 10 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10M. The largest seller was BlackRock, cutting an estimated $41.4M.

  • 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2024, up from 64 in Q2 2024.
  • Funds reported $161M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2024, down 32% quarter-over-quarter.
  • 23 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2024 and 7 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $10M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2024 was BlackRock, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2024.