iShares Currency Hedged MSCI Eurozone ETF
HEZU
58 hedge funds and large institutions have $231M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.
242% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $319K
23% more capital invested
Capital invested by funds: $188M → $231M (+$43.3M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
5.76% more ownership
Funds ownership: 50.69% → 56.45% (+5.8%)
2% more funds holding
Funds holding: 57 → 58 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Permanens Capital
New York
|
+$17.7M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$10.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$10.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.17M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$962K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.9M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.06M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$1.31M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$544K |
HEZU Hedge Fund Activity: Q1 2024 in Review
58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2024, worth a combined $231M — up 23% from $188M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HEZU positions and 8 closed out — a net gain of 1 holder — while 12 added to existing stakes and 19 trimmed.
The largest buyer was Permanens Capital, adding an estimated $17.7M. The largest seller was Morgan Stanley, cutting an estimated $9M.
- 58 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2024, up from 57 in Q4 2023.
- Funds reported $231M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2024, up 23% quarter-over-quarter.
- 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2024 and 8 closed out, a net change of +1 holder.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2024 was Permanens Capital, an estimated $17.7M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2024 was Morgan Stanley, an estimated $9M sold.
Based on aggregated 13F filings for Q1 2024.