We are live on ! Find out more
HEZU icon

iShares Currency Hedged MSCI Eurozone ETF

80 hedge funds and large institutions have $257M invested in iShares Currency Hedged MSCI Eurozone ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 7880 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.66% less ownership

Funds ownership: 56.63%43.97% (-13%)

37% less capital invested

Capital invested by funds: $407M → $257M (-$150M)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Permanens Capital
New York
$73.2M +$3.14M +83,749 +4%
Bank of America
2
Bank of America
North Carolina
$21.4M -$941K -25,104 -4%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M +$194K +5,183 +1%
Ameriprise
4
Ameriprise
Minnesota
$13.7M +$9.39M +250,496 +1,253%
RSWM
5
Robertson Stephens Wealth Management
California
$12.9M +$165K +4,405 +1%
5L
6
55I LLC
Massachusetts
$11.6M -$250K -6,662 -2%
AWE
7
Avidian Wealth Enterprises
Texas
$9.69M +$686K +18,311 +8%
HighTower Advisors
8
HighTower Advisors
Illinois
$9.01M -$876K -23,386 -9%
NEGWA
9
New England Guild Wealth Advisors
Connecticut
$8.61M +$2.18M +58,062 +34%
Goldman Sachs
10
Goldman Sachs
New York
$8.56M +$4.98K +133 +0.1%
Wells Fargo
11
Wells Fargo
California
$7.07M +$888K +23,685 +14%
BBVA
12
Banco Bilbao Vizcaya Argentaria
Spain
$6.97M +$1.26M +33,490 +22%
UBS Group
13
UBS Group
Switzerland
$5.48M +$1.71M +45,696 +46%
SC
14
Sierra Capital
Florida
$4.81M +$10.9K +291 +0.2%
FTUS
15
Flow Traders U.S.
New York
$4.12M +$1.31M +35,040 +47%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.34M +$35.6K +950 +1%
PAMS
17
Pictet Asset Management (Switzerland)
Switzerland
$3.25M -$645K -17,225 -17%
MRCM
18
M&R Capital Management
New Jersey
$3M -$314K -8,381 -10%
LPL Financial
19
LPL Financial
California
$2.6M -$321K -8,578 -11%
Jane Street
20
Jane Street
New York
$2.5M +$1.65M +44,067 +197%
EWM
21
Endowment Wealth Management
Wisconsin
$1.77M +$1.77M +47,134 New
NA
22
NewEdge Advisors
Louisiana
$1.71M -$82.5K -2,202 -5%
OMC
23
Old Mission Capital
Illinois
$1.5M -$686K -18,305 -31%
KAS
24
Kestra Advisory Services
Texas
$1.49M -$9.14K -244 -0.6%
PVH
25
Psagot Value Holdings
Israel
$1.38M +$562 +15 +0%

HEZU Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2021, worth a combined $257M — down 37% from $407M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.39M. The largest seller was BlackRock, cutting an estimated $145M.

  • 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $257M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2021, down 37% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2021 was Ameriprise, an estimated $9.39M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2021 was BlackRock, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.