iShares Currency Hedged MSCI Eurozone ETF
HEZU
88 hedge funds and large institutions have $421M invested in iShares Currency Hedged MSCI Eurozone ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 19 closing their positions.
9% less funds holding
Funds holding: 97 → 88 (-9)
19.13% less ownership
Funds ownership: 59.64% → 40.51% (-19%)
45% less capital invested
Capital invested by funds: $763M → $421M (-$343M)
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
58% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.21M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.07M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$869K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$400K |
| 5 |
VF
Virtu Financial
New York
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$263M |
| 2 |
Citigroup
New York
|
-$65.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.4M |
| 5 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
-$12.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$7K | -251 | Closed |
|
|
MWC
102
MKD Wealth Coaches
Troy,
Michigan
| – | -$4K | -170 | Closed |
|
|
GI
103
Gradient Investments
Arden Hills,
Minnesota
| – | -$4K | -167 | Closed |
|
|
LPWM
104
Lake Point Wealth Management
Rockwall,
Texas
| – | -$4K | -136 | Closed |
|
|
W
105
WealthOne
Albany,
New York
| – | -$1K | -56 | Closed |
|
|
AIC
106
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -34 | Closed |
|
HEZU Hedge Fund Activity: Q1 2019 in Review
88 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2019, worth a combined $421M — down 45% from $763M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of HEZU and 10 opened new positions — a net loss of 9 holders — while 40 trimmed existing stakes and 17 added.
The largest buyer was Jane Street, adding an estimated $1.21M. The largest seller was Ameriprise, cutting an estimated $263M.
- 88 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2019, down from 97 in Q4 2018.
- Funds reported $421M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2019, down 45% quarter-over-quarter.
- 10 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2019 and 19 closed out, a net change of -9 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2019 was Jane Street, an estimated $1.21M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2019 was Ameriprise, an estimated $263M sold.
Based on aggregated 13F filings for Q1 2019.