iShares Currency Hedged MSCI Eurozone ETF
HEZU
64 hedge funds and large institutions have $239M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
10% more funds holding
Funds holding: 58 → 64 (+6)
3% more capital invested
Capital invested by funds: $231M → $239M (+$7.26M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
1.4% less ownership
Funds ownership: 56.45% → 55.06% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.79M |
| 2 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
+$7.34M |
| 3 |
PC
Permanens Capital
New York
|
+$7.04M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$6.65M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$5.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.1M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$9.63M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.63M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$5.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.78M |
HEZU Hedge Fund Activity: Q2 2024 in Review
64 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q2 2024, worth a combined $239M — up 3.1% from $231M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HEZU positions and 6 closed out — a net gain of 7 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.79M. The largest seller was JP Morgan Chase, cutting an estimated $12.1M.
- 64 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q2 2024, up from 58 in Q1 2024.
- Funds reported $239M of iShares Currency Hedged MSCI Eurozone ETF stock for Q2 2024, up 3.1% quarter-over-quarter.
- 13 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q2 2024 and 6 closed out, a net change of +7 holders.
- The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q2 2024 was LPL Financial, an estimated $7.79M added.
- The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q2 2024 was JP Morgan Chase, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2024.