iShares Currency Hedged MSCI Eurozone ETF
HEZU
78 hedge funds and large institutions have $145M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0.11% less ownership
Funds ownership: 43.04% → 42.93% (-0.11%)
3% less funds holding
Funds holding: 80 → 78 (-2)
10% less capital invested
Capital invested by funds: $161M → $145M (-$15.9M)
38% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 32
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
+$3.54M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.06M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.87M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$1.85M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
-$18M |
| 2 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
-$3.93M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$3.76M |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$688K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$615K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $788 | – | – | – |
|
|
FFA
77
Farther Finance Advisors
San Francisco,
California
| $645 | – | – | – |
|
|
MCM
78
MAI Capital Management
Independence,
Ohio
| $574 | +$577 | +16 | New |
|
|
PC
79
Permanens Capital
New York
| – | -$18M | -490,303 | Closed |
|
|
BTI
80
Blue Trust Inc
Alpharetta,
Georgia
| – | -$688K | -18,964 | Closed |
|
|
PFS
81
Prospera Financial Services
Dallas,
Texas
| – | -$615K | -16,724 | Closed |
|
|
MCCA
82
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| – | -$238K | -6,469 | Closed |
|
|
KWM
83
Keebeck Wealth Management
Chicago,
Illinois
| – | -$226K | -6,150 | Closed |
|
84
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$212K | -5,764 | Closed |
|
|
GJWM
85
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$1.51K | -41 | Closed |
|
|
RFG
86
REAP Financial Group
Austin,
Texas
| – | -$368 | -10 | Closed |
|
HEZU Hedge Fund Activity: Q4 2024 in Review
78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2024, worth a combined $145M — down 9.9% from $161M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HEZU positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 32 trimmed.
The largest buyer was Banco Bilbao Vizcaya Argentaria, adding an estimated $3.54M. The largest seller was Permanens Capital, exiting entirely with an estimated $18M sold.
- 78 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2024, down from 80 in Q3 2024.
- Funds reported $145M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2024, down 9.9% quarter-over-quarter.
- 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2024 and 8 closed out, a net change of +1 holder.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2024 was Banco Bilbao Vizcaya Argentaria, an estimated $3.54M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2024 was Permanens Capital, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2024.