We are live on ! Find out more
HEZU icon

iShares Currency Hedged MSCI Eurozone ETF

93 hedge funds and large institutions have $466M invested in iShares Currency Hedged MSCI Eurozone ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more capital invested

Capital invested by funds: $145M → $466M (+$321M)

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

22.42% more ownership

Funds ownership: 42.93%65.35% (+22%)

19% more funds holding

Funds holding: 7893 (+15)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
93
Holders Change
+15
Holders Change %
+19.23%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
19
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$283M +$283M +7,259,426 New
Allianz Asset Management
2
Allianz Asset Management
Germany
$20.4M +$20.4M +523,079 New
JP Morgan Chase
3
JP Morgan Chase
New York
$14M -$860K -22,093 -6%
IWS
4
Insight Wealth Strategies
California
$13.4M +$13.4M +343,616 New
HighTower Advisors
5
HighTower Advisors
Illinois
$11.4M +$255K +6,556 +2%
UBS Group
6
UBS Group
Switzerland
$11M +$6.2M +159,195 +129%
Bank of America
7
Bank of America
North Carolina
$10.5M +$1.9M +48,854 +22%
EWA
8
EP Wealth Advisors
California
$9.89M -$500K -12,833 -5%
LPL Financial
9
LPL Financial
California
$8.57M -$4.53M -116,235 -35%
RSWM
10
Robertson Stephens Wealth Management
California
$6.94M -$262K -6,738 -4%
CWM
11
Connecticut Wealth Management
Connecticut
$6.82M -$1.83M -46,974 -21%
Morgan Stanley
12
Morgan Stanley
New York
$6.61M +$1.92M +49,304 +41%
BBVA
13
Banco Bilbao Vizcaya Argentaria
Spain
$6.17M -$29.9K -769 -0.5%
Goldman Sachs
14
Goldman Sachs
New York
$6.06M +$1.26M +32,459 +26%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.87M -$2.09M -53,632 -26%
Wells Fargo
16
Wells Fargo
California
$4.51M -$2.18M -55,988 -33%
EWA
17
Evolution Wealth Advisors
Florida
$3.52M -$246K -6,310 -7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.79M -$424K -10,890 -13%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.65M -$172K -4,405 -6%
SA
20
Sanctuary Advisors
Indiana
$2.22M +$1.38M +35,342 +163%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.01M +$89.9K +2,309 +5%
SF
22
Summit Financial
New Jersey
$1.82M +$1.82M +46,709 New
QWP
23
Quotient Wealth Partners
Texas
$1.59M +$110K +2,825 +7%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.58M -$21.8K -561 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.28M +$6.42K +165 +0.5%

HEZU Hedge Fund Activity: Q1 2025 in Review

93 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) for Q1 2025, worth a combined $466M — up 220% from $145M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HEZU positions and 9 closed out — a net gain of 17 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $283M. The largest seller was Madison Asset Management, exiting entirely with an estimated $5.07M sold.

  • 93 institutional investors held iShares Currency Hedged MSCI Eurozone ETF (HEZU) as of Q1 2025, up from 78 in Q4 2024.
  • Funds reported $466M of iShares Currency Hedged MSCI Eurozone ETF stock for Q1 2025, up 220% quarter-over-quarter.
  • 26 funds opened new iShares Currency Hedged MSCI Eurozone ETF positions in Q1 2025 and 9 closed out, a net change of +17 holders.
  • The largest iShares Currency Hedged MSCI Eurozone ETF buyer in Q1 2025 was Charles Schwab, an estimated $283M added.
  • The largest iShares Currency Hedged MSCI Eurozone ETF seller in Q1 2025 was Madison Asset Management, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2025.