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iShares Currency Hedged MSCI Eurozone ETF

78 hedge funds and large institutions have $145M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0.11% less ownership

Funds ownership: 43.04%42.93% (-0.11%)

3% less funds holding

Funds holding: 8078 (-2)

10% less capital invested

Capital invested by funds: $161M → $145M (-$15.9M)

38% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
20
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
51
High Falls Advisors
New York
$225K +$10.1K +281 +5%
BBA
52
Braun-Bostich & Associates
Pennsylvania
$212K -$35.2K -977 -14%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$134K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$72.6K -$3.35K -93 -4%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$64.2K +$64.5K +1,791 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$58K +$58.2K +1,615 New
ACA
57
Aptus Capital Advisors
Alabama
$46.1K +$973 +27 +2%
SMFG
58
Sumitomo Mitsui Financial Group
Japan
$40.5K
EWM
59
EPG Wealth Management
Georgia
$33.6K
HI
60
Harbour Investments
Wisconsin
$28.1K +$28.3K +784 New
SS
61
SBI Securities
Japan
$19.4K +$19.5K +542 New
LFA
62
LGT Financial Advisors
Texas
$18.9K -$72 -2 -0.4%
AA
63
Addison Advisors
Vermont
$15.4K
PS
64
Principal Securities
Iowa
$15.3K
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$13.5K
FFA
66
Founders Financial Alliance
North Carolina
$12.7K
TRCT
67
Tower Research Capital (TRC)
New York
$10.2K +$10.1K +279 +5,580%
LC
68
Lindbrook Capital
California
$8.1K
MG
69
Mather Group
Illinois
$6.31K
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91K
GRP
71
Global Retirement Partners
California
$3.8K -$72 -2 -2%
IA
72
IFP Advisors
Florida
$3.58K
TFGT
73
TS Financial Group (TSFG)
Illinois
$3K
NRC
74
New Republic Capital
North Carolina
$2.87K
SWM
75
Spire Wealth Management
Virginia
$1.79K -$577 -16 -24%

HEZU Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2024, worth a combined $145M — down 9.9% from $161M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 32 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, adding an estimated $3.54M. The largest seller was Permanens Capital, exiting entirely with an estimated $18M sold.

  • 78 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2024, down from 80 in Q3 2024.
  • Funds reported $145M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2024 and 8 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2024 was Banco Bilbao Vizcaya Argentaria, an estimated $3.54M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2024 was Permanens Capital, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2024.