We are live on ! Find out more
HEZU icon

iShares Currency Hedged MSCI Eurozone ETF

61 hedge funds and large institutions have $127M invested in iShares Currency Hedged MSCI Eurozone ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4.09% less ownership

Funds ownership: 44.9%40.81% (-4.1%)

10% less funds holding

Funds holding: 6861 (-7)

22% less capital invested

Capital invested by funds: $164M → $127M (-$36.8M)

52% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 25

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
12
Reduced
25
Closed
12
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
$15.4M -$1.18M -37,400 -7%
Ameriprise
2
Ameriprise
Minnesota
$11.3M +$2.22M +70,720 +22%
RSWM
3
Robertson Stephens Wealth Management
California
$9.5M -$460K -14,631 -4%
Morgan Stanley
4
Morgan Stanley
New York
$9.04M -$1.07M -33,866 -10%
PC
5
Permanens Capital
New York
$8.66M -$23.6M -750,296 -71%
5L
6
55I LLC
Massachusetts
$8.65M -$148K -4,717 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$7.14M +$7.79M +247,597 New
HighTower Advisors
8
HighTower Advisors
Illinois
$7M +$111K +3,518 +1%
NEGWA
9
New England Guild Wealth Advisors
Connecticut
$6.34M +$2.38M +75,763 +53%
Goldman Sachs
10
Goldman Sachs
New York
$5.98M -$382K -12,138 -6%
Wells Fargo
11
Wells Fargo
California
$4.99M -$309K -9,819 -5%
UBS Group
12
UBS Group
Switzerland
$3.39M -$1.41M -44,974 -28%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$2.99M
BBVA
14
Banco Bilbao Vizcaya Argentaria
Spain
$2.82M +$40.6K +1,290 +1%
Lazard Asset Management
15
Lazard Asset Management
New York
$2.06M -$11.9K -379 -0.5%
FTUS
16
Flow Traders U.S.
New York
$1.97M +$522K +16,608 +32%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.67M -$311K -9,891 -15%
PVH
18
Psagot Value Holdings
Israel
$1.59M -$3.96K -126 -0.2%
LPL Financial
19
LPL Financial
California
$1.56M -$31.1K -988 -2%
KAS
20
Kestra Advisory Services
Texas
$1.46M +$400K +12,722 +34%
EWM
21
Endowment Wealth Management
Wisconsin
$1.45M +$149K +4,751 +10%
NA
22
NewEdge Advisors
Louisiana
$1.43M +$55.2K +1,756 +4%
OMC
23
Old Mission Capital
Illinois
$1.12M +$638K +20,290 +110%
Jane Street
24
Jane Street
New York
$889K -$3.15M -100,079 -76%
US Bancorp
25
US Bancorp
Minnesota
$860K

HEZU Hedge Fund Activity: Q3 2022 in Review

61 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2022, worth a combined $127M — down 22% from $164M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HEZU and 5 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 12 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $7.79M. The largest seller was Permanens Capital, cutting an estimated $23.6M.

  • 61 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2022, down from 68 in Q2 2022.
  • Funds reported $127M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2022, down 22% quarter-over-quarter.
  • 5 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2022 and 12 closed out, a net change of -7 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $7.79M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2022 was Permanens Capital, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2022.