iShares Currency Hedged MSCI Eurozone ETF
HEZU
80 hedge funds and large institutions have $161M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
25% more funds holding
Funds holding: 64 → 80 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12.02% less ownership
Funds ownership: 55.06% → 43.04% (-12%)
32% less capital invested
Capital invested by funds: $239M → $161M (-$77.3M)
64% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$10M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.59M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.48M |
| 4 |
DA
Detalus Advisors
St. Louis,
Missouri
|
+$666K |
| 5 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$41.4M |
| 2 |
PC
Permanens Capital
New York
|
-$25.5M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
-$9.9M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$6.57M |
| 5 |
Jane Street
New York
|
-$5.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GJWM
76
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $1.51K | +$1.46K | +41 | New |
|
77
AssetMark Inc
Concord,
California
| $809 | – | – | – |
|
|
FFA
78
Farther Finance Advisors
San Francisco,
California
| $662 | +$640 | +18 | New |
|
|
RFG
79
REAP Financial Group
Austin,
Texas
| $368 | – | – | – |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| $184 | -$22.2K | -625 | -99% |
|
|
B
81
Barings
Charlotte,
North Carolina
| – | -$9.9M | -272,761 | Closed |
|
|
PP
82
Prudential plc
London, England,
United Kingdom
| – | -$6.57M | -181,029 | Closed |
|
83
New York State Common Retirement Fund
Albany,
New York
| – | -$1.68M | -46,256 | Closed |
|
84
Schroder Investment Management Group
London,
United Kingdom
| – | -$1.68M | -46,256 | Closed |
|
85
Nomura Asset Management
Tokyo,
Japan
| – | -$1.26M | -34,775 | Closed |
|
|
RIA
86
Realta Investment Advisors
Wilmington,
Delaware
| – | -$18.1K | -500 | Closed |
|
|
KFS
87
Kelly Financial Services
Braintree,
Massachusetts
| – | -$7.69K | -212 | Closed |
|
HEZU Hedge Fund Activity: Q3 2024 in Review
80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2024, worth a combined $161M — down 32% from $239M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HEZU positions and 7 closed out — a net gain of 16 holders — while 10 added to existing stakes and 28 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $10M. The largest seller was BlackRock, cutting an estimated $41.4M.
- 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2024, up from 64 in Q2 2024.
- Funds reported $161M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2024, down 32% quarter-over-quarter.
- 23 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2024 and 7 closed out, a net change of +16 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $10M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2024 was BlackRock, an estimated $41.4M sold.
Based on aggregated 13F filings for Q3 2024.