iShares Currency Hedged MSCI Eurozone ETF
HEZU
58 hedge funds and large institutions have $137M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 13 closing their positions.
23% more capital invested
Capital invested by funds: $112M → $137M (+$25.2M)
0.95% more ownership
Funds ownership: 43% → 43.96% (+0.95%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 63 → 58 (-5)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14M |
| 2 |
PC
Permanens Capital
New York
|
+$6.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.78M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$4.08M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$4.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.5M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.72M |
| 4 |
Lazard Asset Management
New York
|
-$1.98M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.92M |
HEZU Hedge Fund Activity: Q1 2023 in Review
58 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2023, worth a combined $137M — up 23% from $112M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of HEZU and 9 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 13 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $14M. The largest seller was New York State Common Retirement Fund, exiting entirely with an estimated $4.5M sold.
- 58 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2023, down from 63 in Q4 2022.
- Funds reported $137M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2023, up 23% quarter-over-quarter.
- 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2023 and 13 closed out, a net change of -4 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $14M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2023 was New York State Common Retirement Fund, an estimated $4.5M sold.
Based on aggregated 13F filings for Q1 2023.