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iShares Currency Hedged MSCI Eurozone ETF

79 hedge funds and large institutions have $195M invested in iShares Currency Hedged MSCI Eurozone ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

7% more funds holding

Funds holding: 7479 (+5)

1.36% more ownership

Funds ownership: 34.11%35.46% (+1.4%)

1% more capital invested

Capital invested by funds: $193M → $195M (+$2.17M)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
24
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.2M -$554K -19,467 -3%
BlackRock
2
BlackRock
New York
$16.6M -$141K -4,943 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$16.5M -$1.84M -64,723 -10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M +$918K +32,253 +7%
PC
5
Permanens Capital
New York
$12.9M +$630K +22,127 +5%
EWA
6
Evolution Wealth Advisors
Florida
$10.8M +$11M +387,812 New
Goldman Sachs
7
Goldman Sachs
New York
$9.67M -$2.44M -85,683 -20%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.72M +$27.8K +975 +0.3%
OMC
9
Old Mission Capital
Illinois
$6.63M +$6.78M +238,074 New
UBS Group
10
UBS Group
Switzerland
$6.15M -$1.15M -40,524 -16%
MRCM
11
M&R Capital Management
New Jersey
$6.15M -$267K -9,395 -4%
Wells Fargo
12
Wells Fargo
California
$5.17M -$529K -18,576 -9%
FTUS
13
Flow Traders U.S.
New York
$4.73M +$2.74M +96,165 +131%
AssetMark Inc
14
AssetMark Inc
California
$4.12M +$192K +6,743 +5%
RSWM
15
Robertson Stephens Wealth Management
California
$3.74M -$3.58M -125,663 -48%
5L
16
55I LLC
Massachusetts
$3.62M -$1.39M -48,756 -27%
BBVA
17
Banco Bilbao Vizcaya Argentaria
Spain
$3.5M +$602K +21,148 +20%
LPL Financial
18
LPL Financial
California
$3.28M -$1.8M -63,277 -35%
NEGWA
19
New England Guild Wealth Advisors
Connecticut
$3.18M +$119K +4,170 +4%
KAS
20
Kestra Advisory Services
Texas
$2.92M +$2.98M +104,541 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.89M +$2.95M +103,820 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.85M +$1.06M +37,413 +58%
CCA
23
Conservest Capital Advisors
Pennsylvania
$2.84M +$9.31K +327 +0.3%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M +$176K +6,169 +8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.77M -$183K -6,426 -9%

HEZU Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2020, worth a combined $195M — up 1.1% from $193M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HEZU positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Evolution Wealth Advisors, opening a new position worth an estimated $11M. The largest seller was Jane Street, cutting an estimated $10.6M.

  • 79 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2020, up from 74 in Q2 2020.
  • Funds reported $195M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2020, up 1.1% quarter-over-quarter.
  • 12 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2020 was Evolution Wealth Advisors, an estimated $11M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2020 was Jane Street, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2020.