iShares Currency Hedged MSCI Eurozone ETF
HEZU
78 hedge funds and large institutions have $407M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% more funds holding
Funds holding: 73 → 78 (+5)
6% more capital invested
Capital invested by funds: $384M → $407M (+$22.4M)
2.57% more ownership
Funds ownership: 54.06% → 56.63% (+2.6%)
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$23.2M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$18.4M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$8.79M |
| 4 |
PC
Permanens Capital
New York
|
+$4.76M |
| 5 |
NEGWA
New England Guild Wealth Advisors
Avon,
Connecticut
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$11.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.8M |
| 3 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
-$2.42M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $2K | – | – | – |
|
|
BA
77
Bellwether Advisors
Lincoln,
Nebraska
| $1K | – | – | – |
|
|
HI
78
Harbour Investments
Madison,
Wisconsin
| $1K | – | – | – |
|
|
UIA
79
UBP Investment Advisors
Geneva,
Switzerland
| – | -$540K | -14,765 | Closed |
|
|
RJFSA
80
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$337K | -9,260 | Closed |
|
|
RJA
81
Raymond James & Associates
St Petersburg,
Florida
| – | -$327K | -8,987 | Closed |
|
|
EWA
82
Evolution Wealth Advisors
Aventura,
Florida
| – | -$74K | -2,044 | Closed |
|
83
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1K | -31 | Closed |
|
HEZU Hedge Fund Activity: Q3 2021 in Review
78 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2021, worth a combined $407M — up 5.8% from $384M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HEZU positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 22 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $23.2M. The largest seller was Banco Bilbao Vizcaya Argentaria, cutting an estimated $11.9M.
- 78 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2021, up from 73 in Q2 2021.
- Funds reported $407M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2021, up 5.8% quarter-over-quarter.
- 11 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2021 and 5 closed out, a net change of +6 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2021 was Schroder Investment Management Group, an estimated $23.2M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2021 was Banco Bilbao Vizcaya Argentaria, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2021.