iShares Currency Hedged MSCI Eurozone ETF
HEZU
69 hedge funds and large institutions have $179M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 9 closing their positions.
2.46% less ownership
Funds ownership: 38% → 35.54% (-2.5%)
6% less capital invested
Capital invested by funds: $189M → $179M (-$10.5M)
7% less funds holding
Funds holding: 74 → 69 (-5)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
+$6.29M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$6.22M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.13M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$1.31M |
| 5 |
LPL Financial
San Diego,
California
|
+$636K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$19.8M |
| 2 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
-$13.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.2M |
| 4 |
Goldman Sachs
New York
|
-$3.44M |
| 5 |
CCA
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
-$2.95M |
HEZU Hedge Fund Activity: Q1 2021 in Review
69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2021, worth a combined $179M — down 5.5% from $189M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HEZU and 6 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 16 added.
The largest buyer was Permanens Capital, adding an estimated $6.29M. The largest seller was BlackRock, cutting an estimated $19.8M.
- 69 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2021, down from 74 in Q4 2020.
- Funds reported $179M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2021, down 5.5% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2021 and 9 closed out, a net change of -3 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2021 was Permanens Capital, an estimated $6.29M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2021 was BlackRock, an estimated $19.8M sold.
Based on aggregated 13F filings for Q1 2021.