iShares Currency Hedged MSCI Eurozone ETF
HEZU
80 hedge funds and large institutions have $662M invested in iShares Currency Hedged MSCI Eurozone ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 17 closing their positions.
1.09% more ownership
Funds ownership: 50.94% → 52.04% (+1.1%)
9% less funds holding
Funds holding: 88 → 80 (-8)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
22% less capital invested
Capital invested by funds: $847M → $662M (-$185M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
48% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$21.4M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$14.4M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$8.68M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.44M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$44.6M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$37.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$30.9M |
| 4 |
Morgan Stanley
New York
|
-$30.2M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$24.9M |
HEZU Hedge Fund Activity: Q3 2016 in Review
80 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2016, worth a combined $662M — down 22% from $847M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HEZU and 11 opened new positions — a net loss of 6 holders — while 40 trimmed existing stakes and 21 added.
The largest buyer was Raymond James & Associates, adding an estimated $21.4M. The largest seller was Mirae Asset Global Investments, cutting an estimated $44.6M.
- 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2016, down from 88 in Q2 2016.
- Funds reported $662M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2016, down 22% quarter-over-quarter.
- 11 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2016 and 17 closed out, a net change of -6 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $21.4M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2016 was Mirae Asset Global Investments, an estimated $44.6M sold.
Based on aggregated 13F filings for Q3 2016.