We are live on ! Find out more
HEZU icon

iShares Currency Hedged MSCI Eurozone ETF

73 hedge funds and large institutions have $384M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more capital invested

Capital invested by funds: $179M → $384M (+$205M)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

18.51% more ownership

Funds ownership: 35.54%54.06% (+19%)

6% more funds holding

Funds holding: 6973 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
19
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$142M +$139M +3,895,090 +33,004%
PC
2
Permanens Capital
New York
$63.1M +$22.7M +637,132 +58%
Bank of America
3
Bank of America
North Carolina
$22.4M -$1.09M -30,470 -5%
BBVA
4
Banco Bilbao Vizcaya Argentaria
Spain
$17.3M +$14.7M +411,508 +646%
Morgan Stanley
5
Morgan Stanley
New York
$16.6M +$490K +13,727 +3%
Ameriprise
6
Ameriprise
Minnesota
$12.4M +$7.78M +218,116 +178%
RSWM
7
Robertson Stephens Wealth Management
California
$12.2M +$162K +4,541 +1%
5L
8
55I LLC
Massachusetts
$11.7M +$542K +15,201 +5%
HighTower Advisors
9
HighTower Advisors
Illinois
$8.55M
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$8.52M +$1.54M +43,115 +23%
Goldman Sachs
11
Goldman Sachs
New York
$7.93M -$229K -6,414 -3%
Wells Fargo
12
Wells Fargo
California
$5.88M -$584K -16,373 -9%
MRCM
13
M&R Capital Management
New Jersey
$5.61M -$889K -24,925 -14%
SC
14
Sierra Capital
Florida
$4.63M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.57M +$1.47M +41,304 +49%
NEGWA
16
New England Guild Wealth Advisors
Connecticut
$4.41M -$271K -7,586 -6%
OMC
17
Old Mission Capital
Illinois
$4.33M +$1.61M +45,148 +61%
UBS Group
18
UBS Group
Switzerland
$4.06M -$926K -25,951 -19%
FTUS
19
Flow Traders U.S.
New York
$3.44M +$403K +11,284 +14%
LPL Financial
20
LPL Financial
California
$2.79M -$184K -5,162 -6%
Citadel Advisors
21
Citadel Advisors
Florida
$1.98M +$1.35M +37,945 +234%
NA
22
NewEdge Advisors
Louisiana
$1.78M -$13.8K -386 -0.8%
KAS
23
Kestra Advisory Services
Texas
$1.42M +$55.1K +1,545 +4%
MPW
24
MA Private Wealth
California
$1.33M
PVH
25
Psagot Value Holdings
Israel
$1.26M +$1.01M +28,186 +449%

HEZU Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q2 2021, worth a combined $384M — up 115% from $179M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Bank of America, cutting an estimated $1.09M.

  • 73 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q2 2021, up from 69 in Q1 2021.
  • Funds reported $384M of iShares Currency Hedged MSCI Eurozone ETF stock for Q2 2021, up 115% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q2 2021 was BlackRock, an estimated $139M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q2 2021 was Bank of America, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2021.