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iShares MSCI Israel ETF
EIS

62 hedge funds and large institutions have $45.5M invested in iShares MSCI Israel ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

8% more capital invested

Capital invested by funds: $42.3M → $45.5M (+$3.22M)

2.03% more ownership

Funds ownership: 29.96% → 31.99% (+2%)

17% less funds holding

Funds holding: 75 → 62 (-13)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
62
Holders Change
-13
Holders Change %
-17.33%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
11
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
+$5.11M
2
Jane Street
Jane Street
New York
+$4.08M
3
MRC
Millburn Ridgefield Corp
New York
+$562K
4
CCA
Catalyst Capital Advisors
New York
+$561K
5
GA
GFS Advisors
Texas
+$396K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
3
Citadel Advisors
Citadel Advisors
Florida
-$824K
4
SC
Sepio Capital
Utah
-$699K
5
UBS Group
UBS Group
Switzerland
-$410K
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
26
Toronto Dominion Bank
Ontario, Canada
$246K – – –
C
27
Certuity
Florida
$238K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$183K -$14.4K -254 -7%
US Bancorp
29
US Bancorp
Minnesota
$115K – – –
GT
30
Glenmede Trust
Pennsylvania
$106K – – –
HGERS
31
Householder Group Estate & Retirement Specialist
Arizona
$90K +$93.5K +1,650 New
ACA
32
Atlas Capital Advisors
Wyoming
$66.8K – – –
YDMI
33
Y.D. More Investments
Israel
$61.8K -$5.1K -90 -7%
Franklin Resources
34
Franklin Resources
California
$54.7K – – –
SWM
35
Spire Wealth Management
Virginia
$33K – – –
WBC
36
West Branch Capital
Massachusetts
$27.4K – – –
BTI
37
Blue Trust Inc
Georgia
$24K – – –
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$21.8K +$5.66K +100 +33%
SC
39
Solstein Capital
California
$18.3K – – –
CI Investments Inc
40
CI Investments Inc
Ontario, Canada
$17K +$17.2K +304 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$16.6K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$16.4K – – –
ASN
43
Advisory Services Network
Georgia
$15.7K – – –
HS
44
Horan Securities
United States
$9.84K – – –
EDRH
45
Edmond de Rothschild Holding
Switzerland
$9.58K – – –
VCM
46
Viewpoint Capital Management
Washington
$8.76K – – –
Citigroup
47
Citigroup
New York
$8.21K – – –
IA
48
IFP Advisors
Florida
$7.84K – – –
PMFA
49
Plante Moran Financial Advisors
Michigan
$7.61K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$6.81K -$12K -211 -63%
1
2
3 4

EIS Hedge Fund Activity: Q1 2023 in Review

62 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Israel ETF (EIS) for Q1 2023, worth a combined $45.5M — up 7.6% from $42.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EIS and 4 opened new positions — a net loss of 11 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was CX Institutional, adding an estimated $5.11M. The largest seller was Old Mission Capital, cutting an estimated $2M.

  • 62 institutional investors held iShares MSCI Israel ETF (EIS) as of Q1 2023, down from 75 in Q4 2022.
  • Funds reported $45.5M of iShares MSCI Israel ETF stock for Q1 2023, up 7.6% quarter-over-quarter.
  • 4 funds opened new iShares MSCI Israel ETF positions in Q1 2023 and 15 closed out, a net change of -11 holders.
  • The largest iShares MSCI Israel ETF buyer in Q1 2023 was CX Institutional, an estimated $5.11M added.
  • The largest iShares MSCI Israel ETF seller in Q1 2023 was Old Mission Capital, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2023.