iShares Currency Hedged MSCI Eurozone ETF
HEZU
57 hedge funds and large institutions have $188M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 9 closing their positions.
27% more capital invested
Capital invested by funds: $148M → $188M (+$39.8M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
5.16% more ownership
Funds ownership: 45.53% → 50.69% (+5.2%)
0% more funds holding
Funds holding: 57 → 57 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$38M |
| 2 |
JP Morgan Chase
New York
|
+$12.7M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$6.32M |
| 4 |
Morgan Stanley
New York
|
+$5.82M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
-$15.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.6M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.05M |
| 5 |
Jane Street
New York
|
-$922K |
HEZU Hedge Fund Activity: Q4 2023 in Review
57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2023, worth a combined $188M — up 27% from $148M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HEZU positions and 9 closed out — a net gain of 1 holder — while 10 added to existing stakes and 17 trimmed.
The largest buyer was BlackRock, adding an estimated $38M. The largest seller was Permanens Capital, cutting an estimated $15.6M.
- 57 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $188M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 10 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2023 and 9 closed out, a net change of +1 holder.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2023 was BlackRock, an estimated $38M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2023 was Permanens Capital, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2023.