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iShares Currency Hedged MSCI Eurozone ETF
HEZU

97 hedge funds and large institutions have $763M invested in iShares Currency Hedged MSCI Eurozone ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

3% more funds holding

Funds holding: 94 → 97 (+3)

4.85% less ownership

Funds ownership: 64.48% → 59.64% (-4.8%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

30% less capital invested

Capital invested by funds: $1.09B → $763M (-$323M)

62% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 39

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
25
Increased
15
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$64.4M
2
Ameriprise
Ameriprise
Minnesota
+$14.7M
3
PC
Permanens Capital
New York
+$13.9M
4
IR
Invictus RG
Bermuda
+$5.36M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$188M
2
HC
Hamilton Capital
Ohio
-$51.7M
3
Bank of America
Bank of America
North Carolina
-$16.4M
4
UBS Group
UBS Group
Switzerland
-$10.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$27K -$111K -4,000 -82%
RFC
77
Regions Financial Corp
Alabama
$22K – – –
IA
78
IFP Advisors
Florida
$19K -$82.1K -2,970 -81%
AF
79
Allworth Financial
California
$19K – – –
MIFH
80
Migdal Insurance & Financial Holdings
Israel
$17K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$14K -$12.6K -456 -46%
KPCM
82
Kings Point Capital Management
New York
$14K – – –
CWM
83
Cranbrook Wealth Management
Michigan
$11K +$11.9K +431 New
CFA
84
Carroll Financial Associates
North Carolina
$9K +$9.54K +345 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$7K -$1.66K -60 -19%
GWMIA
86
Global Wealth Management Investment Advisory
Florida
$7K +$7.55K +273 New
EWM
87
Elmwood Wealth Management
California
$5K +$5.5K +199 New
LPWM
88
Lake Point Wealth Management
Texas
$4K +$3.76K +136 New
GI
89
Gradient Investments
Minnesota
$4K +$4.62K +167 New
MWC
90
MKD Wealth Coaches
Michigan
$4K +$4.7K +170 New
GRP
91
Global Retirement Partners
California
$3K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$3K – – –
SMFS
93
Squar Milner Financial Services
California
$3K +$2.79K +101 New
AF
94
Advisornet Financial
Minnesota
$2K – – –
AIC
95
Ameritas Investment Company
Nebraska
$1K +$940 +34 New
W
96
WealthOne
New York
$1K +$1.55K +56 New
HC
97
Hamilton Capital
Ohio
– -$51.7M -1,743,152 Closed
DLHL
98
Donald L. Hagan LLC
Florida
– -$5.73M -193,046 Closed
USAA
99
United Services Automobile Association
Texas
– -$5.44M -183,340 Closed
PAMU
100
Pictet Asset Management (UK)
United Kingdom
– -$4.46M -150,295 Closed
1 2 3
4
5

HEZU Hedge Fund Activity: Q4 2018 in Review

97 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2018, worth a combined $763M — down 30% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEZU positions and 21 closed out — a net gain of 4 holders — while 15 added to existing stakes and 39 trimmed.

The largest buyer was Citigroup, adding an estimated $64.4M. The largest seller was JP Morgan Chase, cutting an estimated $188M.

  • 97 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2018, up from 94 in Q3 2018.
  • Funds reported $763M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 25 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2018 and 21 closed out, a net change of +4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2018 was Citigroup, an estimated $64.4M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2018 was JP Morgan Chase, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2018.