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iShares Currency Hedged MSCI Eurozone ETF

78 hedge funds and large institutions have $145M invested in iShares Currency Hedged MSCI Eurozone ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0.11% less ownership

Funds ownership: 43.04%42.93% (-0.11%)

3% less funds holding

Funds holding: 8078 (-2)

10% less capital invested

Capital invested by funds: $161M → $145M (-$15.9M)

38% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
20
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$13.7M -$469K -13,013 -3%
LPL Financial
2
LPL Financial
California
$12.1M +$1.87M +51,992 +18%
HighTower Advisors
3
HighTower Advisors
Illinois
$10.2M +$63.1K +1,751 +0.6%
EWA
4
EP Wealth Advisors
California
$9.56M -$106K -2,955 -1%
CWM
5
Connecticut Wealth Management
Connecticut
$7.95M -$3.76M -104,193 -32%
Bank of America
6
Bank of America
North Carolina
$7.91M -$191K -5,313 -2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$7.32M -$222K -6,147 -3%
RSWM
8
Robertson Stephens Wealth Management
California
$6.63M +$47.2K +1,309 +0.7%
Wells Fargo
9
Wells Fargo
California
$6.16M +$2.06M +57,185 +50%
BBVA
10
Banco Bilbao Vizcaya Argentaria
Spain
$5.67M +$3.54M +98,232 +161%
MAM
11
Madison Asset Management
Wisconsin
$5.07M -$128K -3,554 -2%
MIA
12
Madison Investment Advisors
Wisconsin
$5.07M +$5.1M +141,577 New
UBS Group
13
UBS Group
Switzerland
$4.41M -$84.7K -2,349 -2%
Goldman Sachs
14
Goldman Sachs
New York
$4.41M -$8.4K -233 -0.2%
Morgan Stanley
15
Morgan Stanley
New York
$4.31M -$293K -8,131 -6%
EWA
16
Evolution Wealth Advisors
Florida
$3.46M -$3.93M -109,035 -53%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.96M +$102K +2,822 +4%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.6M +$133K +3,696 +5%
FTUS
19
Flow Traders U.S.
New York
$2.23M +$959K +26,622 +75%
3AM
20
3EDGE Asset Management
Florida
$1.84M +$1.85M +51,255 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.77M -$229K -6,361 -11%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.48M -$16.1K -447 -1%
QWP
23
Quotient Wealth Partners
Texas
$1.36M -$34.7K -964 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.17M +$26.1K +723 +2%
NA
25
NewEdge Advisors
Louisiana
$1.16M +$35.3K +980 +3%

HEZU Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q4 2024, worth a combined $145M — down 9.9% from $161M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HEZU positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 32 trimmed.

The largest buyer was Banco Bilbao Vizcaya Argentaria, adding an estimated $3.54M. The largest seller was Permanens Capital, exiting entirely with an estimated $18M sold.

  • 78 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q4 2024, down from 80 in Q3 2024.
  • Funds reported $145M of iShares Currency Hedged MSCI Eurozone ETF stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 9 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q4 2024 and 8 closed out, a net change of +1 holder.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q4 2024 was Banco Bilbao Vizcaya Argentaria, an estimated $3.54M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q4 2024 was Permanens Capital, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2024.