iShares Currency Hedged MSCI Eurozone ETF
HEZU
97 hedge funds and large institutions have $763M invested in iShares Currency Hedged MSCI Eurozone ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 15 increasing their positions, 39 reducing their positions, and 21 closing their positions.
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
3% more funds holding
Funds holding: 94 → 97 (+3)
4.85% less ownership
Funds ownership: 64.48% → 59.64% (-4.8%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
30% less capital invested
Capital invested by funds: $1.09B → $763M (-$323M)
62% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$64.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.7M |
| 3 |
PC
Permanens Capital
New York
|
+$13.9M |
| 4 |
IR
Invictus RG
Hamilton,
Bermuda
|
+$5.36M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$188M |
| 2 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$51.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$16.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.49M |
HEZU Hedge Fund Activity: Q4 2018 in Review
97 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2018, worth a combined $763M — down 30% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HEZU positions and 21 closed out — a net gain of 4 holders — while 15 added to existing stakes and 39 trimmed.
The largest buyer was Citigroup, adding an estimated $64.4M. The largest seller was JP Morgan Chase, cutting an estimated $188M.
- 97 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2018, up from 94 in Q3 2018.
- Funds reported $763M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2018, down 30% quarter-over-quarter.
- 25 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2018 and 21 closed out, a net change of +4 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2018 was Citigroup, an estimated $64.4M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2018 was JP Morgan Chase, an estimated $188M sold.
Based on aggregated 13F filings for Q4 2018.