iShares Currency Hedged MSCI Eurozone ETF
HEZU
80 hedge funds and large institutions have $257M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 78 → 80 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12.66% less ownership
Funds ownership: 56.63% → 43.97% (-13%)
37% less capital invested
Capital invested by funds: $407M → $257M (-$150M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.39M |
| 2 |
PC
Permanens Capital
New York
|
+$3.14M |
| 3 |
NEGWA
New England Guild Wealth Advisors
Avon,
Connecticut
|
+$2.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.71M |
| 5 |
Jane Street
New York
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$145M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$22.7M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$18.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.51M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$972K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIFH
76
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $8K | – | – | – |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| $5K | – | – | – |
|
|
CA
78
Cornerstone Advisory
Hunt Valley,
Maryland
| $3K | +$2.85K | +76 | New |
|
79
AssetMark Inc
Concord,
California
| $2K | – | – | – |
|
|
BA
80
Bellwether Advisors
Lincoln,
Nebraska
| $1K | – | – | – |
|
|
81
Schroder Investment Management Group
London,
United Kingdom
| – | -$22.7M | -630,294 | Closed |
|
|
82
New York State Common Retirement Fund
Albany,
New York
| – | -$18.1M | -500,963 | Closed |
|
83
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$202K | -5,615 | Closed |
|
|
EI
84
Ellevest Inc
New York
| – | -$29K | -806 | Closed |
|
|
LWM
85
Liberty Wealth Management
Oakland,
California
| – | -$25K | -694 | Closed |
|
|
AF
86
Advisornet Financial
Minnetonka,
Minnesota
| – | -$3K | -78 | Closed |
|
|
HI
87
Harbour Investments
Madison,
Wisconsin
| – | -$1K | -20 | Closed |
|
HEZU Hedge Fund Activity: Q4 2021 in Review
80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2021, worth a combined $257M — down 37% from $407M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HEZU positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 19 trimmed.
The largest buyer was Ameriprise, adding an estimated $9.39M. The largest seller was BlackRock, cutting an estimated $145M.
- 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2021, up from 78 in Q3 2021.
- Funds reported $257M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2021, down 37% quarter-over-quarter.
- 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2021 and 7 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2021 was Ameriprise, an estimated $9.39M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2021 was BlackRock, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2021.