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iShares Currency Hedged MSCI Eurozone ETF
HEZU

103 hedge funds and large institutions have $1.14B invested in iShares Currency Hedged MSCI Eurozone ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

11% more funds holding

Funds holding: 93 → 103 (+10)

8% more capital invested

Capital invested by funds: $1.06B → $1.14B (+$81.8M)

3.36% more ownership

Funds ownership: 56.87% → 60.23% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
28
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96M
2
Ameriprise
Ameriprise
Minnesota
+$85.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.24M
4
Jane Street
Jane Street
New York
+$6.85M
5
AssetMark Inc
AssetMark Inc
California
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$95.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.1M
3
Morgan Stanley
Morgan Stanley
New York
-$12.5M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$11.2M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
76
Greytown Advisors
Florida
$235K +$238K +7,852 New
PAS
77
Park Avenue Securities
New York
$231K +$235K +7,726 New
Nomura Asset Management
78
Nomura Asset Management
Japan
$218K -$428K -14,090 -66%
DWT
79
Dorsey & Whitney Trust
South Dakota
$213K – – –
SIC
80
SFE Investment Counsel
California
$213K – – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$177K +$14.2K +466 +9%
SG Americas Securities
82
SG Americas Securities
New York
$157K +$160K +5,277 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$149K -$94.1K -3,100 -38%
IA
84
IFP Advisors
Florida
$146K -$539K -17,763 -78%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$132K +$850 +28 +0.6%
CA
86
Calton & Associates
Florida
$118K +$114K +3,770 New
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.9K +$39.5K +1,300 +129%
SPIA
88
Steward Partners Investment Advisory
New York
$65K – – –
RPC
89
Rossmore Private Capital
Connecticut
$64.4K +$65.6K +2,160 New
SWP
90
Stratos Wealth Partners
Ohio
$42K +$43.3K +1,425 New
ASN
91
Advisory Services Network
Georgia
$30K -$8.35K -275 -22%
RFC
92
Regions Financial Corp
Alabama
$26K +$26.2K +862 New
AF
93
Allworth Financial
California
$22K – – –
MIFH
94
Migdal Insurance & Financial Holdings
Israel
$19K -$38K -1,252 -66%
KPCM
95
Kings Point Capital Management
New York
$16K – – –
JCM
96
Jacobi Capital Management
Pennsylvania
$10K – – –
GFP
97
Gryphon Financial Partners
Ohio
$8K +$8.62K +284 New
VCM
98
Versant Capital Management
Arizona
$4K +$4.49K +148 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.92K -96 -48%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3K – – –
1 2 3
4
5

HEZU Hedge Fund Activity: Q4 2017 in Review

103 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2017, worth a combined $1.14B — up 7.7% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEZU positions and 14 closed out — a net gain of 11 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96M. The largest seller was BlackRock, cutting an estimated $95.1M.

  • 103 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $1.14B of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 25 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2017 and 14 closed out, a net change of +11 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2017 was Fidelity Investments, an estimated $96M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2017 was BlackRock, an estimated $95.1M sold.

Based on aggregated 13F filings for Q4 2017.