iShares Currency Hedged MSCI Eurozone ETF
HEZU
63 hedge funds and large institutions have $112M invested in iShares Currency Hedged MSCI Eurozone ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 61 → 63 (+2)
2.19% more ownership
Funds ownership: 40.81% → 43% (+2.2%)
13% less capital invested
Capital invested by funds: $128M → $112M (-$16M)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$11.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$8.02M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$5M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.25M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.47M |
| 4 |
NEGWA
New England Guild Wealth Advisors
Avon,
Connecticut
|
-$3.06M |
| 5 |
Goldman Sachs
New York
|
-$2.57M |
HEZU Hedge Fund Activity: Q4 2022 in Review
63 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2022, worth a combined $112M — down 13% from $128M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HEZU positions and 7 closed out — a net gain of 3 holders — while 15 added to existing stakes and 22 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $11.3M. The largest seller was Ameriprise, cutting an estimated $10.4M.
- 63 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2022, up from 61 in Q3 2022.
- Funds reported $112M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2022, down 13% quarter-over-quarter.
- 10 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2022 and 7 closed out, a net change of +3 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $11.3M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2022 was Ameriprise, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2022.