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iShares Currency Hedged MSCI Eurozone ETF
HEZU

92 hedge funds and large institutions have $521M invested in iShares Currency Hedged MSCI Eurozone ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

89% more capital invested

Capital invested by funds: $276M → $521M (+$245M)

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

16.14% more ownership

Funds ownership: 36.86% → 53.01% (+16%)

12% more funds holding

Funds holding: 82 → 92 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
31
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$179M
2
Citadel Advisors
Citadel Advisors
Florida
+$27.7M
3
Jane Street
Jane Street
New York
+$12.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.33M
5
PVH
Psagot Value Holdings
Israel
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$3.82M
2
MPW
MA Private Wealth
California
-$1.46M
3
Bank of America
Bank of America
North Carolina
-$857K
4
JP Morgan Chase
JP Morgan Chase
New York
-$534K
5
FTUS
Flow Traders U.S.
New York
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$23K – – –
LWM
77
Liberty Wealth Management
California
$22K – – –
MIFH
78
Migdal Insurance & Financial Holdings
Israel
$21K – – –
KPCM
79
Kings Point Capital Management
New York
$17K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$15K – – –
GRP
81
Global Retirement Partners
California
$14K – – –
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K – – –
CFA
83
Carroll Financial Associates
North Carolina
$10K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$10K +$6.81K +216 +206%
Bessemer Group
85
Bessemer Group
New Jersey
$6K +$6.31K +200 New
SFS
86
Sowell Financial Services
Arkansas
$4K +$3.5K +111 New
TRCT
87
Tower Research Capital (TRC)
New York
$3K +$3.15K +100 New
SMFS
88
Squar Milner Financial Services
California
$3K +$3.19K +101 New
AF
89
Advisornet Financial
Minnesota
$2K – – –
CAC
90
Certified Advisory Corp
Florida
$2K +$1.99K +63 New
BW
91
Bison Wealth
Georgia
$2K +$2.21K +70 New
CFN
92
Cordasco Financial Network
Florida
$1K – – –
Barclays
93
Barclays
United Kingdom
– -$3.82M -123,602 Closed
MPW
94
MA Private Wealth
California
– -$1.46M -47,178 Closed
OMC
95
Old Mission Capital
Illinois
– -$223K -7,201 Closed
TFA
96
TPG Financial Advisors
Oregon
– -$220K -7,120 Closed
UBS AM
97
UBS AM
Illinois
– -$145K -4,693 Closed
GT
98
Glenmede Trust
Pennsylvania
– -$108 -3,500 Closed
EWM
99
Elmwood Wealth Management
California
– -$6K -199 Closed
CICI
100
Capital Investment Counsel Inc
North Carolina
– -$6K -193 Closed
1 2 3
4
5

HEZU Hedge Fund Activity: Q4 2019 in Review

92 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2019, worth a combined $521M — up 89% from $276M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HEZU positions and 9 closed out — a net gain of 10 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $179M. The largest seller was Barclays, exiting entirely with an estimated $3.82M sold.

  • 92 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2019, up from 82 in Q3 2019.
  • Funds reported $521M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2019, up 89% quarter-over-quarter.
  • 19 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2019 and 9 closed out, a net change of +10 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $179M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2019 was Barclays, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2019.