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iShares Currency Hedged MSCI Eurozone ETF

93 hedge funds and large institutions have $1.06B invested in iShares Currency Hedged MSCI Eurozone ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $760M → $1.06B (+$302M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more ownership

Funds ownership: 48.87%56.87% (+8%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 9393 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

Holders
93
Holders Change
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
14
Increased
30
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$181M +$27.3M +933,289 +18%
BlackRock
2
BlackRock
New York
$131M +$99.7M +3,412,097 +359%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$117M +$62.1M +2,126,808 +120%
Bank of America
4
Bank of America
North Carolina
$94.5M +$6.75M +230,935 +8%
SEI Investments
5
SEI Investments
Pennsylvania
$77.2M +$27.4M +936,597 +58%
Morgan Stanley
6
Morgan Stanley
New York
$75.6M +$18.9M +646,580 +35%
UBS Group
7
UBS Group
Switzerland
$35.9M -$6.41M -219,379 -16%
RJA
8
Raymond James & Associates
Florida
$35.5M +$1.06M +36,315 +3%
Goldman Sachs
9
Goldman Sachs
New York
$29.3M -$3.41M -116,691 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25.9M -$5.8M -198,403 -19%
PC
11
Permanens Capital
New York
$23.3M -$824K -28,217 -4%
UBS AM
12
UBS AM
Illinois
$16M +$14.5M +497,270 +1,504%
Wells Fargo
13
Wells Fargo
California
$15.6M +$2.45M +83,944 +19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14.7M +$3.51M +120,103 +33%
USAA
15
United Services Automobile Association
Texas
$13.3M +$3.65M +124,930 +39%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$11.5M +$11.2M +382,600 New
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$11.2M +$6.4M +219,035 +142%
MRCM
18
M&R Capital Management
New Jersey
$10.2M -$4.82K -165 -0%
IUHSA
19
Itau Unibanco Holding S.A.
Brazil
$8.46M +$4.69M +160,615 +131%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$8.28M -$2.47M -84,544 -24%
CA
21
Cornerstone Advisory
Maryland
$8.17M -$128K -4,368 -2%
MMA
22
Miracle Mile Advisors
California
$7.6M -$143K -4,910 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$6.87M
MP
24
Manifold Partners
California
$6.61M +$6.41M +219,529 New
GAG
25
GM Advisory Group
New York
$6.28M -$188K -6,430 -3%

HEZU Hedge Fund Activity: Q3 2017 in Review

93 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2017, worth a combined $1.06B — up 40% from $760M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HEZU positions and 13 closed out — a net gain of 1 holder — while 30 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $99.7M. The largest seller was Jane Street, exiting entirely with an estimated $11M sold.

  • 93 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $1.06B of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2017, up 40% quarter-over-quarter.
  • 14 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2017 and 13 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2017 was BlackRock, an estimated $99.7M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2017 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2017.