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iShares Currency Hedged MSCI Eurozone ETF
HEZU

80 hedge funds and large institutions have $161M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

25% more funds holding

Funds holding: 64 → 80 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12.02% less ownership

Funds ownership: 55.06% → 43.04% (-12%)

32% less capital invested

Capital invested by funds: $239M → $161M (-$77.3M)

64% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 28

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
10
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$10M
2
EWA
EP Wealth Advisors
California
+$9.59M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$1.48M
4
DA
Detalus Advisors
Missouri
+$666K
5
SWP
ShoreHaven Wealth Partners
New Jersey
+$629K

Top Sellers

1
BlackRock
BlackRock
New York
-$41.4M
2
PC
Permanens Capital
New York
-$25.5M
3
B
Barings
North Carolina
-$9.9M
4
PP
Prudential plc
United Kingdom
-$6.57M
5
Jane Street
Jane Street
New York
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1
Permanens Capital
New York
$18M -$25.5M -715,376 -59%
JP Morgan Chase
2
JP Morgan Chase
New York
$14.5M +$10M +281,272 +248%
CWM
3
Connecticut Wealth Management
Connecticut
$12M -$1.72M -48,222 -13%
LPL Financial
4
LPL Financial
California
$10.4M -$137K -3,856 -1%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.4M +$133K +3,748 +1%
EWA
6
EP Wealth Advisors
California
$9.91M +$9.59M +269,611 New
Bank of America
7
Bank of America
North Carolina
$8.31M -$2.15M -60,395 -21%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$7.73M -$159K -4,482 -2%
EWA
9
Evolution Wealth Advisors
Florida
$7.56M +$199K +5,590 +3%
RSWM
10
Robertson Stephens Wealth Management
California
$6.75M +$44.4K +1,247 +0.7%
MAM
11
Madison Asset Management
Wisconsin
$5.34M -$98.7K -2,774 -2%
Morgan Stanley
12
Morgan Stanley
New York
$4.72M -$478K -13,426 -9%
UBS Group
13
UBS Group
Switzerland
$4.61M -$68.1K -1,913 -2%
Goldman Sachs
14
Goldman Sachs
New York
$4.53M – – –
Wells Fargo
15
Wells Fargo
California
$4.21M -$980K -27,555 -19%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.93M -$54.3K -1,527 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.53M -$114K -3,216 -4%
BBVA
18
Banco Bilbao Vizcaya Argentaria
Spain
$2.24M +$9.96K +280 +0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.05M -$28.7K -807 -1%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.53M +$1.48M +41,651 New
QWP
21
Quotient Wealth Partners
Texas
$1.43M +$449K +12,614 +48%
FTUS
22
Flow Traders U.S.
New York
$1.31M -$565K -15,886 -31%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.17M -$14.3K -403 -1%
NA
24
NewEdge Advisors
Louisiana
$1.16M -$91.7K -2,578 -8%
KAS
25
Kestra Advisory Services
Texas
$1.01M -$55.4K -1,557 -5%
1
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HEZU Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q3 2024, worth a combined $161M — down 32% from $239M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HEZU positions and 7 closed out — a net gain of 16 holders — while 10 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10M. The largest seller was BlackRock, cutting an estimated $41.4M.

  • 80 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q3 2024, up from 64 in Q2 2024.
  • Funds reported $161M of iShares Currency Hedged MSCI Eurozone ETF stock for Q3 2024, down 32% quarter-over-quarter.
  • 23 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q3 2024 and 7 closed out, a net change of +16 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $10M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q3 2024 was BlackRock, an estimated $41.4M sold.

Based on aggregated 13F filings for Q3 2024.