iShares Currency Hedged MSCI Eurozone ETF
HEZU
91 hedge funds and large institutions have $526M invested in iShares Currency Hedged MSCI Eurozone ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 13 increasing their positions, 45 reducing their positions, and 12 closing their positions.
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
14% more funds holding
Funds holding: 80 → 91 (+11)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
5.33% less ownership
Funds ownership: 52.04% → 46.7% (-5.3%)
20% less capital invested
Capital invested by funds: $662M → $526M (-$135M)
71% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$16.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$15.5M |
| 3 |
EMA
Efficient Market Advisors
San Diego,
California
|
+$8.62M |
| 4 |
GAG
GM Advisory Group
Melville,
New York
|
+$5.67M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.6M |
| 2 |
Jane Street
New York
|
-$30.2M |
| 3 |
SGCA
Steel Grove Capital Advisors
Memphis,
Tennessee
|
-$27.1M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$26.1M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$21.7M |
HEZU Hedge Fund Activity: Q4 2016 in Review
91 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2016, worth a combined $526M — down 20% from $662M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HEZU positions and 12 closed out — a net gain of 13 holders — while 13 added to existing stakes and 45 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $16.9M. The largest seller was Fidelity Investments, cutting an estimated $35.6M.
- 91 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2016, up from 80 in Q3 2016.
- Funds reported $526M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2016, down 20% quarter-over-quarter.
- 25 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2016 and 12 closed out, a net change of +13 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2016 was AssetMark Inc, an estimated $16.9M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2016 was Fidelity Investments, an estimated $35.6M sold.
Based on aggregated 13F filings for Q4 2016.