iShares Currency Hedged MSCI Eurozone ETF
HEZU
74 hedge funds and large institutions have $189M invested in iShares Currency Hedged MSCI Eurozone ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 17 closing their positions.
2.54% more ownership
Funds ownership: 35.46% → 38% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $195M → $189M (-$5.72M)
6% less funds holding
Funds holding: 79 → 74 (-5)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
47% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
+$13.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.54M |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$5.43M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$4.09M |
| 5 |
BlackRock
New York
|
+$698K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.4M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.17M |
| 3 |
Morgan Stanley
New York
|
-$4.96M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$4.53M |
| 5 |
AssetMark Inc
Concord,
California
|
-$4.41M |
HEZU Hedge Fund Activity: Q4 2020 in Review
74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2020, worth a combined $189M — down 2.9% from $195M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HEZU and 13 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 16 added.
The largest buyer was Permanens Capital, adding an estimated $13.1M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $14.4M sold.
- 74 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2020, down from 79 in Q3 2020.
- Funds reported $189M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2020, down 2.9% quarter-over-quarter.
- 13 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2020 and 17 closed out, a net change of -4 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2020 was Permanens Capital, an estimated $13.1M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2020.