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iShares Currency Hedged MSCI Eurozone ETF
HEZU

93 hedge funds and large institutions have $466M invested in iShares Currency Hedged MSCI Eurozone ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more capital invested

Capital invested by funds: $145M → $466M (+$321M)

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

22.42% more ownership

Funds ownership: 42.93% → 65.35% (+22%)

19% more funds holding

Funds holding: 78 → 93 (+15)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
93
Holders Change
+15
Holders Change %
+19.23%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
19
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$283M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$20.4M
3
IWS
Insight Wealth Strategies
California
+$13.4M
4
UBS Group
UBS Group
Switzerland
+$6.2M
5
Morgan Stanley
Morgan Stanley
New York
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
-$5.07M
2
LPL Financial
LPL Financial
California
-$4.53M
3
FTUS
Flow Traders U.S.
New York
-$2.23M
4
Wells Fargo
Wells Fargo
California
-$2.18M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Ascent Group
Virginia
$324K +$324K +8,321 New
WA
52
Wealth Alliance
New York
$319K -$5.92K -152 -2%
CWS
53
Cypress Wealth Services
California
$318K +$318K +8,169 New
FAM
54
Formidable Asset Management
Ohio
$306K +$306K +7,856 New
BS
55
Banco Santander
Spain
$299K +$299K +7,682 New
PF
56
Phoenix Financial
Israel
$298K – – –
WA
57
Westfuller Advisors
New York
$288K – – –
FNWM
58
Financial Network Wealth Management
Utah
$280K – – –
Cerity Partners
59
Cerity Partners
New York
$275K +$275K +7,059 New
HFA
60
High Falls Advisors
New York
$235K -$9.15K -235 -4%
OAP
61
One Advisory Partners
Kansas
$222K -$29K -745 -12%
CIAS
62
CFS Investment Advisory Services
New Jersey
$217K +$217K +5,578 New
KV
63
Kickstand Ventures
New York
$217K +$217K +5,566 New
SB
64
Strategic Blueprint
Georgia
$213K +$212K +5,455 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$206K +$205K +5,275 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$154K +$8.6K +221 +6%
AC
67
AlphaCore Capital
California
$127K +$127K +3,254 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$115K +$35.8K +920 +45%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$108K +$37.5K +962 +54%
SMFG
70
Sumitomo Mitsui Financial Group
Japan
$44K – – –
ACA
71
Aptus Capital Advisors
Alabama
$36.8K -$13.3K -342 -27%
EWM
72
EPG Wealth Management
Georgia
$36.6K – – –
LFA
73
LGT Financial Advisors
Texas
$22.7K +$2.22K +57 +11%
SS
74
SBI Securities
Japan
$20.9K -$195 -5 -0.9%
WF
75
Wayfinding Financial
Washington
$19K +$19K +489 New
1 2
3
4 5

HEZU Hedge Fund Activity: Q1 2025 in Review

93 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2025, worth a combined $466M — up 220% from $145M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HEZU positions and 9 closed out — a net gain of 17 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $283M. The largest seller was Madison Asset Management, exiting entirely with an estimated $5.07M sold.

  • 93 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2025, up from 78 in Q4 2024.
  • Funds reported $466M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2025, up 220% quarter-over-quarter.
  • 26 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2025 and 9 closed out, a net change of +17 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2025 was Charles Schwab, an estimated $283M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2025 was Madison Asset Management, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2025.