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iShares Currency Hedged MSCI Eurozone ETF

103 hedge funds and large institutions have $1.14B invested in iShares Currency Hedged MSCI Eurozone ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

11% more funds holding

Funds holding: 93103 (+10)

8% more capital invested

Capital invested by funds: $1.06B → $1.14B (+$81.8M)

3.36% more ownership

Funds ownership: 56.87%60.23% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
28
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$263M +$85.8M +2,825,078 +47%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$211M +$96M +3,162,732 +81%
Bank of America
3
Bank of America
North Carolina
$88.2M -$5.38M -177,088 -6%
SEI Investments
4
SEI Investments
Pennsylvania
$72.8M -$3.73M -122,810 -5%
Morgan Stanley
5
Morgan Stanley
New York
$62.6M -$12.5M -411,448 -16%
HC
6
Hamilton Capital
Ohio
$49.9M +$50.8M +1,672,449 New
UBS Group
7
UBS Group
Switzerland
$39M +$3.56M +117,211 +10%
BlackRock
8
BlackRock
New York
$36.7M -$95.1M -3,132,925 -72%
RJA
9
Raymond James & Associates
Florida
$35M -$150K -4,949 -0.4%
Goldman Sachs
10
Goldman Sachs
New York
$33M +$4.08M +134,436 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.8M +$7.24M +238,445 +28%
PC
12
Permanens Capital
New York
$24.1M +$1.06M +34,990 +5%
UBS AM
13
UBS AM
Illinois
$18.5M +$2.73M +89,788 +17%
Wells Fargo
14
Wells Fargo
California
$17.1M +$1.72M +56,791 +11%
USAA
15
United Services Automobile Association
Texas
$13.2M
MRCM
16
M&R Capital Management
New Jersey
$10M -$56.9K -1,875 -0.6%
SGCA
17
Steel Grove Capital Advisors
Tennessee
$8.23M -$3.43K -113 -0%
CA
18
Cornerstone Advisory
Maryland
$8.1M +$11.1K +364 +0.1%
MMA
19
Miracle Mile Advisors
California
$7.47M -$49.8K -1,640 -0.6%
IUHSA
20
Itau Unibanco Holding S.A.
Brazil
$7.13M -$1.38M -45,300 -16%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.8M
Jane Street
22
Jane Street
New York
$6.72M +$6.85M +225,455 New
TF
23
TLWM Financial
Texas
$6.68M +$6.8M +224,035 New
NEGWA
24
New England Guild Wealth Advisors
Connecticut
$6.25M +$6.36M +209,509 New
GAG
25
GM Advisory Group
New York
$6.05M -$171K -5,630 -3%

HEZU Hedge Fund Activity: Q4 2017 in Review

103 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2017, worth a combined $1.14B — up 7.7% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEZU positions and 14 closed out — a net gain of 11 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96M. The largest seller was BlackRock, cutting an estimated $95.1M.

  • 103 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2017, up from 93 in Q3 2017.
  • Funds reported $1.14B of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 25 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2017 and 14 closed out, a net change of +11 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2017 was Fidelity Investments, an estimated $96M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2017 was BlackRock, an estimated $95.1M sold.

Based on aggregated 13F filings for Q4 2017.