iShares Currency Hedged MSCI Eurozone ETF
HEZU
93 hedge funds and large institutions have $1.24B invested in iShares Currency Hedged MSCI Eurozone ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 21 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 30
8% more capital invested
Capital invested by funds: $1.14B → $1.24B (+$96.6M)
3.32% more ownership
Funds ownership: 60.23% → 63.55% (+3.3%)
10% less funds holding
Funds holding: 103 → 93 (-10)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$135M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$22.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.22M |
| 5 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$33.3M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$16.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.94M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$7.47M |
| 5 |
Morgan Stanley
New York
|
-$7.22M |
HEZU Hedge Fund Activity: Q1 2018 in Review
93 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2018, worth a combined $1.24B — up 8.4% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HEZU and 12 opened new positions — a net loss of 9 holders — while 30 trimmed existing stakes and 33 added.
The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Raymond James & Associates, cutting an estimated $33.3M.
- 93 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2018, down from 103 in Q4 2017.
- Funds reported $1.24B of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2018, up 8.4% quarter-over-quarter.
- 12 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2018 and 21 closed out, a net change of -9 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2018 was BlackRock, an estimated $135M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2018 was Raymond James & Associates, an estimated $33.3M sold.
Based on aggregated 13F filings for Q1 2018.