iShares Currency Hedged MSCI Eurozone ETF
HEZU
87 hedge funds and large institutions have $285M invested in iShares Currency Hedged MSCI Eurozone ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.26% less ownership
Funds ownership: 53.01% → 47.74% (-5.3%)
5% less funds holding
Funds holding: 92 → 87 (-5)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
42% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 31
45% less capital invested
Capital invested by funds: $521M → $285M (-$235M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$91.6M |
| 2 |
BlackRock
New York
|
+$24.6M |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$5.68M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.35M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$181M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$33.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$22.1M |
| 4 |
Jane Street
New York
|
-$9.18M |
| 5 |
Morgan Stanley
New York
|
-$9.02M |
HEZU Hedge Fund Activity: Q1 2020 in Review
87 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2020, worth a combined $285M — down 45% from $521M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HEZU and 15 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 18 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $91.6M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $181M sold.
- 87 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2020, down from 92 in Q4 2019.
- Funds reported $285M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2020, down 45% quarter-over-quarter.
- 15 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2020 and 17 closed out, a net change of -2 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2020 was Charles Schwab, an estimated $91.6M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $181M sold.
Based on aggregated 13F filings for Q1 2020.