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iShares Currency Hedged MSCI Eurozone ETF
HEZU

79 hedge funds and large institutions have $195M invested in iShares Currency Hedged MSCI Eurozone ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

7% more funds holding

Funds holding: 74 → 79 (+5)

1.36% more ownership

Funds ownership: 34.11% → 35.46% (+1.4%)

1% more capital invested

Capital invested by funds: $193M → $195M (+$2.17M)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
24
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
Evolution Wealth Advisors
Florida
+$11M
2
OMC
Old Mission Capital
Illinois
+$6.78M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.95M
4
FTUS
Flow Traders U.S.
New York
+$2.74M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.6M
2
RSWM
Robertson Stephens Wealth Management
California
-$3.58M
3
Goldman Sachs
Goldman Sachs
New York
-$2.44M
4
Morgan Stanley
Morgan Stanley
New York
-$1.84M
5
LPL Financial
LPL Financial
California
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$57 +2 +0.9%
ASN
77
Advisory Services Network
Georgia
$5K +$5.24K +184 New
TRCT
78
Tower Research Capital (TRC)
New York
$3K +$2.85K +100 New
BW
79
Bison Wealth
Georgia
$2K – – –
BWM
80
BigSur Wealth Management
Florida
– -$48K -1,700 Closed
PAG
81
Private Advisor Group
New Jersey
– -$10K -370 Closed
CAN
82
Cetera Advisor Networks
California
– -$3K -90 Closed
AF
83
Advisornet Financial
Minnesota
– -$2.11K -74 Closed
SFS
84
Sowell Financial Services
Arkansas
– -$2K -70 Closed
OPS
85
Orion Portfolio Solutions
Nebraska
– -$1K -44 Closed
1 2 3
4

HEZU Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2020, worth a combined $195M — up 1.1% from $193M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEZU positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Evolution Wealth Advisors, opening a new position worth an estimated $11M. The largest seller was Jane Street, cutting an estimated $10.6M.

  • 79 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $195M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2020, up 1.1% quarter-over-quarter.
  • 12 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2020 was Evolution Wealth Advisors, an estimated $11M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2020 was Jane Street, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2020.