iShares Currency Hedged MSCI Eurozone ETF
HEZU
57 hedge funds and large institutions have $181M invested in iShares Currency Hedged MSCI Eurozone ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 9 closing their positions.
22% more capital invested
Capital invested by funds: $148M → $181M (+$33.1M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
3.33% more ownership
Funds ownership: 45.53% → 48.87% (+3.3%)
0% more funds holding
Funds holding: 57 → 57 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 18
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 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.31M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.96M |
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 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2023, worth a combined $181M — up 22% 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 9 added to existing stakes and 18 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 $181M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2023, up 22% 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.