iShares Currency Hedged MSCI Eurozone ETF
HEZU
74 hedge funds and large institutions have $208M invested in iShares Currency Hedged MSCI Eurozone ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 11 closing their positions.
3.83% more ownership
Funds ownership: 43.97% → 47.8% (+3.8%)
8% less funds holding
Funds holding: 80 → 74 (-6)
19% less capital invested
Capital invested by funds: $257M → $208M (-$49M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
44% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 27
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$9.06M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$4.74M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$3.68M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.63M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
-$26.6M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$8.04M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$3.25M |
| 4 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$3.12M |
| 5 |
NEGWA
New England Guild Wealth Advisors
Avon,
Connecticut
|
-$3.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$568K | -15,081 | Closed |
|
77
Envestnet Asset Management
Chicago,
Illinois
| – | -$321K | -8,530 | Closed |
|
78
MML Investors Services
Springfield,
Massachusetts
| – | -$304K | -8,076 | Closed |
|
|
LC
79
Lavaca Capital
Houston,
Texas
| – | -$238K | -6,329 | Closed |
|
|
HSWM
80
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| – | -$214K | -5,689 | Closed |
|
|
EWA
81
EP Wealth Advisors
Torrance,
California
| – | -$208K | -5,514 | Closed |
|
82
BNP Paribas Financial Markets
Paris,
France
| – | -$57K | -1,514 | Closed |
|
|
SCA
83
Snowden Capital Advisors
New York
| – | -$21K | -568 | Closed |
|
|
CA
84
Cornerstone Advisory
Hunt Valley,
Maryland
| – | -$3K | -76 | Closed |
|
|
FMP
85
Financial Management Professionals
Austin,
Texas
| – | +$106 | +3 | New |
|
HEZU Hedge Fund Activity: Q1 2022 in Review
74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2022, worth a combined $208M — down 19% from $257M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HEZU and 7 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 15 added.
The largest buyer was Old Mission Capital, adding an estimated $9.06M. The largest seller was Permanens Capital, cutting an estimated $26.6M.
- 74 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2022, down from 80 in Q4 2021.
- Funds reported $208M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2022, down 19% quarter-over-quarter.
- 7 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2022 and 11 closed out, a net change of -4 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2022 was Old Mission Capital, an estimated $9.06M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2022 was Permanens Capital, an estimated $26.6M sold.
Based on aggregated 13F filings for Q1 2022.