iShares Currency Hedged MSCI Eurozone ETF
HEZU
92 hedge funds and large institutions have $634M invested in iShares Currency Hedged MSCI Eurozone ETF in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 19 closing their positions.
20% more capital invested
Capital invested by funds: $526M → $634M (+$108M)
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
2.37% more ownership
Funds ownership: 46.7% → 49.07% (+2.4%)
1% more funds holding
Funds holding: 91 → 92 (+1)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$72.3M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$15.4M |
| 3 |
BlackRock
New York
|
+$13.6M |
| 4 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
+$9.32M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMA
Efficient Market Advisors
San Diego,
California
|
-$14.7M |
| 2 |
HCM
Harvest Capital Management
Concord,
New Hampshire
|
-$12.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$10.1M |
| 5 |
Morgan Stanley
New York
|
-$5.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
101
Telemus Capital
Southfield,
Michigan
| – | -$281K | -10,569 | Closed |
|
102
Bank of New York Mellon
New York
| – | -$280K | -10,516 | Closed |
|
|
VF
103
Virtu Financial
New York
| – | -$279K | -10,504 | Closed |
|
|
SIG
104
Stanford Investment Group
Mountain View,
California
| – | -$258K | -9,713 | Closed |
|
105
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$258K | -9,696 | Closed |
|
106
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$257K | -9,579 | Closed |
|
|
CLOS
107
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$227K | -8,535 | Closed |
|
|
RPG
108
Risk Paradigm Group
Austin,
Texas
| – | -$32.9K | -1,236 | Closed |
|
|
WAM
109
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$16K | -612 | Closed |
|
110
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$14K | -519 | Closed |
|
HEZU Hedge Fund Activity: Q1 2017 in Review
92 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2017, worth a combined $634M — up 20% from $526M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HEZU positions and 19 closed out — a net gain of 3 holders — while 30 added to existing stakes and 26 trimmed.
The largest buyer was Ameriprise, adding an estimated $72.3M. The largest seller was Efficient Market Advisors, exiting entirely with an estimated $14.7M sold.
- 92 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2017, up from 91 in Q4 2016.
- Funds reported $634M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2017, up 20% quarter-over-quarter.
- 22 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2017 and 19 closed out, a net change of +3 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2017 was Ameriprise, an estimated $72.3M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2017 was Efficient Market Advisors, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2017.