HEZU Institutional Ownership
iShares Currency Hedged MSCI Eurozone ETF
1W: -1.1%
1M: -1.2%
3M: -2.1%
YTD: +8.9%
1Y: +13.8%
3Y: +68.2%
5Y: +75.3%
$48.53
+0.57 (+1.19%)
Weekly Expected Move ±1.9%
$47
$48
$49
$49
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HEZU
109
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
413M
Total Invested
15
New Positions
13
Increased
49
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (117 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Compa NEW | 2,525,489 | 123M | — | +0.0% | 1Q | SEC ↗ |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,525,489 | 123M | -1,060,768 | -29.6% | 6Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 310,655 | 15M | -208 | -0.1% | 38Q | SEC ↗ |
| 4 | Robertson Stephens Wealth Management, | 257,497 | 12M | -71 | -0.0% | 31Q | SEC ↗ |
| 5 | EP Wealth Advisors, LLC | 234,774 | 11M | -2,518 | -1.1% | 3Q | SEC ↗ |
| 6 | LPL Financial LLC | 233,578 | 11M | -7,357 | -3.1% | 46Q | SEC ↗ |
| 7 | MORGAN STANLEY | 226,411 | 11M | +57,433 | +34.0% | 47Q | SEC ↗ |
| 8 | UBS Group AG | 196,066 | 10M | -7,089 | -3.5% | 46Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 189,272 | 9M | -49,263 | -20.7% | 15Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 180,373 | 9M | -39,344 | -17.9% | 47Q | SEC ↗ |
| 11 | FLOW TRADERS U.S. LLC | 143,868 | 7M | +136,382 | +1821.8% | 5Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 137,144 | 7M | +116 | +0.1% | 15Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 136,226 | 7M | -6,475 | -4.5% | 16Q | SEC ↗ |
| 14 | Connecticut Wealth Management, LLC | 100,276 | 5M | — | +0.0% | 14Q | SEC ↗ |
| 15 | Allianz Asset Management GmbH | 64,329 | 3M | -15,350 | -19.3% | 6Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 56,076 | 3M | -80 | -0.1% | 46Q | SEC ↗ |
| 17 | Summit Financial, LLC | 51,495 | 2M | -1,457 | -2.8% | 6Q | SEC ↗ |
| 18 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 47,480 | 2M | +41,953 | +759.1% | 4Q | SEC ↗ |
| 19 | Quotient Wealth Partners, LLC | 41,363 | 2M | -1,428 | -3.3% | 11Q | SEC ↗ |
| 20 | SCOTIA CAPITAL INC. NEW | 35,781 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 35,642 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Comprehensive Wealth Management, LLC | 32,708 | 2M | -7,712 | -19.1% | 5Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 32,655 | 2M | -3,281 | -9.1% | 46Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 29,383 | 1M | -353 | -1.2% | 26Q | SEC ↗ |
| 25 | Sierra Capital LLC | 27,301 | 1M | — | +0.0% | 5Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 26,292 | 1M | -688 | -2.6% | 25Q | SEC ↗ |
| 27 | US BANCORP \DE | 22,629 | 1M | +1,120 | +5.2% | 40Q | SEC ↗ |
| 28 | Stanich Group LLC | 21,665 | 1M | +3,916 | +22.1% | 7Q | SEC ↗ |
| 29 | Sanctuary Advisors, LLC | 20,791 | 1M | -1,669 | -7.4% | 8Q | SEC ↗ |
| 30 | CITIGROUP INC | 18,843 | 914K | -1,898 | -9.2% | 46Q | SEC ↗ |
| 31 | GREAT VALLEY ADVISOR GROUP, INC. | 16,570 | 804K | — | +0.0% | 5Q | SEC ↗ |
| 32 | AMERIPRISE FINANCIAL INC | 15,041 | 730K | +1,989 | +15.2% | 16Q | SEC ↗ |
| 33 | DIMENSION CAPITAL MANAGEMENT LLC | 14,953 | 726K | — | +0.0% | 37Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 14,491 | 703K | +1,047 | +7.8% | 5Q | SEC ↗ |
| 35 | Three Bridge Wealth Advisors, LLC | 14,225 | 690K | — | +0.0% | 3Q | SEC ↗ |
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,528 | 608K | -1,000 | -7.4% | 6Q | SEC ↗ |
| 37 | Detalus Advisors, LLC | 9,470 | 460K | -258 | -2.7% | 8Q | SEC ↗ |
| 38 | Formidable Asset Management, LLC | 9,234 | 448K | +73 | +0.8% | 6Q | SEC ↗ |
| 39 | DIVERSIFIED TRUST CO | 9,160 | 445K | -5,000 | -35.3% | 39Q | SEC ↗ |
| 40 | HRT FINANCIAL LP NEW | 8,625 | 419K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 8,099 | 393K | -5,320 | -39.6% | 24Q | SEC ↗ |
| 42 | Insight Wealth Strategies, LLC | 7,331 | 356K | -227,193 | -96.9% | 6Q | SEC ↗ |
| 43 | EFG International AG | 7,200 | 349K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Olde Wealth Management, LLC | 7,196 | 349K | — | +0.0% | 4Q | SEC ↗ |
| 45 | Valor Advisors LLC | 6,859 | 333K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Phoenix Financial Ltd. | 6,850 | 332K | — | +0.0% | 10Q | SEC ↗ |
| 47 | JONES FINANCIAL COMPANIES LLLP | 6,454 | 313K | -312 | -4.6% | 7Q | SEC ↗ |
| 48 | Simplicity Wealth,LLC | 6,200 | 301K | -992 | -13.8% | 3Q | SEC ↗ |
| 49 | Westfuller Advisors, LLC | 5,905 | 287K | — | +0.0% | 8Q | SEC ↗ |
| 50 | Ascent Group, LLC | 5,724 | 278K | +130 | +2.3% | 6Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,525,489 | 123M |
| SCOTIA CAPITAL INC. | 35,781 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 35,642 | 2M |
| HRT FINANCIAL LP | 8,625 | 419K |
| Integrated Wealth Concepts LLC | 4,206 | 204K |
| One Wealth Advisors, LLC | 4,131 | 200K |
| CAPTRUST FINANCIAL ADVISORS | 4,120 | 200K |
| Jordan Park Group LLC | 4,015 | 195K |
| Edgemoor Investment Advisors, Inc. | 4,000 | 194K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,385 | 67K |
| MATHER GROUP, LLC. | 1,325 | 64K |
| Global Retirement Partners, LLC | 1,083 | 53K |
| Balentine LLC | 303 | 15K |
| MOTCO | 167 | 8K |
| BIRCHBROOK, INC. | 22 | 1K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlackRock, Inc. | 522,366 | 25M |
| CITADEL ADVISORS LLC | 56,994 | 3M |
| JANE STREET GROUP, LLC | 41,021 | 2M |
| Prospera Financial Services Inc | 18,022 | 875K |
| MARSHALL WACE, LLP | 6,051 | 294K |
| TSA Wealth Managment LLC | 5,697 | 276K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,325 | 113K |
| HOWE & RUSLING INC | 1,443 | 70K |
| WFA of San Diego, LLC | 1,005 | 49K |
| IFC & Insurance Marketing, Inc. | 793 | 38K |
| SageView Advisory Group, LLC | 260 | 13K |
| Advisory Services Network, LLC | 236 | 11K |
| New Republic Capital, LLC | 160 | 8K |
| FRANKLIN RESOURCES INC | 145 | 7K |
| SouthState Bank Corp | 21 | 1K |
| MAI Capital Management | 16 | 1K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | +136,382 | +1821.8% | 143,868 |
| MORGAN STANLEY | +57,433 | +34.0% | 226,411 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S. | +41,953 | +759.1% | 47,480 |
| Stanich Group LLC | +3,916 | +22.1% | 21,665 |
| AMERIPRISE FINANCIAL INC | +1,989 | +15.2% | 15,041 |
| US BANCORP \DE | +1,120 | +5.2% | 22,629 |
| RAYMOND JAMES FINANCIAL INC | +1,047 | +7.8% | 14,491 |
| KELLEHER FINANCIAL ADVISORS | +618 | +100.0% | 1,236 |
| ASSETMARK, INC | +458 | +2081.8% | 480 |
| Mariner, LLC | +187 | +3.7% | 5,198 |
| Ascent Group, LLC | +130 | +2.3% | 5,724 |
| GOLDMAN SACHS GROUP INC | +116 | +0.1% | 137,144 |
| Formidable Asset Management, LLC | +73 | +0.8% | 9,234 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -1,060,768 | -29.6% | 2,525,489 |
| Insight Wealth Strategies, LLC | -227,193 | -96.9% | 7,331 |
| BANK OF AMERICA CORP /DE | -49,263 | -20.7% | 189,272 |
| JPMORGAN CHASE & CO | -39,344 | -17.9% | 180,373 |
| Allianz Asset Management GmbH | -15,350 | -19.3% | 64,329 |
| Comprehensive Wealth Management, LL | -7,712 | -19.1% | 32,708 |
| LPL Financial LLC | -7,357 | -3.1% | 233,578 |
| UBS Group AG | -7,089 | -3.5% | 196,066 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -6,475 | -4.5% | 136,226 |
| Vident Advisory, LLC | -5,885 | -52.3% | 5,374 |
| Kestra Advisory Services, LLC | -5,320 | -39.6% | 8,099 |
| DIVERSIFIED TRUST CO | -5,000 | -35.3% | 9,160 |
| DEUTSCHE BANK AG | -3,950 | -74.5% | 1,350 |
| WELLS FARGO & COMPANY/MN | -3,281 | -9.1% | 32,655 |
| EP Wealth Advisors, LLC | -2,518 | -1.1% | 234,774 |
| CITIGROUP INC | -1,898 | -9.2% | 18,843 |
| Sanctuary Advisors, LLC | -1,669 | -7.4% | 20,791 |
| Piscataqua Savings Bank | -1,531 | -40.7% | 2,234 |
| Summit Financial, LLC | -1,457 | -2.8% | 51,495 |
| Quotient Wealth Partners, LLC | -1,428 | -3.3% | 41,363 |