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iShares Currency Hedged MSCI Eurozone ETF

61 hedge funds and large institutions have $166M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $137M → $166M (+$28.8M)

5% more funds holding

Funds holding: 5861 (+3)

1.95% more ownership

Funds ownership: 43.96%45.91% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $826K

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
21
Closed
3
Calls
Puts
$826K
Net Calls
-$826K
Net Calls Change
-$826K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$26.5M +$2.18M +68,164 +9%
PC
2
Permanens Capital
New York
$18.5M +$2.92M +91,224 +19%
Ameriprise
3
Ameriprise
Minnesota
$17.1M +$5.78M +180,565 +86%
JP Morgan Chase
4
JP Morgan Chase
New York
$13.7M +$20.6K +642 +0.2%
Jane Street
5
Jane Street
New York
$11.4M +$10.7M +333,729 +2,113%
RSWM
6
Robertson Stephens Wealth Management
California
$11.1M -$52.9K -1,651 -0.5%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.96M
Bank of America
8
Bank of America
North Carolina
$8.34M -$242K -7,559 -3%
Morgan Stanley
9
Morgan Stanley
New York
$7.34M -$306K -9,549 -4%
CWM
10
Connecticut Wealth Management
Connecticut
$5.77M +$1.4M +43,776 +33%
OMC
11
Old Mission Capital
Illinois
$4.22M +$3.39M +105,924 +458%
Goldman Sachs
12
Goldman Sachs
New York
$4.05M -$2.34K -73 -0.1%
Wells Fargo
13
Wells Fargo
California
$4.05M -$22.5K -704 -0.6%
UBS Group
14
UBS Group
Switzerland
$3.84M -$356K -11,111 -9%
FTUS
15
Flow Traders U.S.
New York
$2.19M -$2.07M -64,609 -49%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.03M +$365K +11,388 +22%
KAS
17
Kestra Advisory Services
Texas
$1.91M -$63.4K -1,979 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.81M +$581K +18,156 +49%
NA
19
NewEdge Advisors
Louisiana
$1.66M -$76.3K -2,383 -4%
LPL Financial
20
LPL Financial
California
$1.66M -$1.28K -40 -0.1%
PFS
21
Prospera Financial Services
Texas
$1.51M -$21.4K -667 -1%
Citigroup
22
Citigroup
New York
$958K +$14.5K +452 +2%
DCM
23
Dimension Capital Management
Florida
$940K
CWM
24
Certus Wealth Management
California
$812K +$795K +24,833 New
VIA
25
Vident Investment Advisory
Georgia
$620K -$28.9K -901 -5%

HEZU Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q2 2023, worth a combined $166M — up 21% from $137M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HEZU positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $10.7M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $3.09M sold.

  • 61 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $166M of iShares Currency Hedged MSCI Eurozone ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 6 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q2 2023 was Jane Street, an estimated $10.7M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q2 2023 was Banco Bilbao Vizcaya Argentaria, an estimated $3.09M sold.

Based on aggregated 13F filings for Q2 2023.