We are live on ! Find out more
EIS icon

iShares MSCI Israel ETF

68 hedge funds and large institutions have $42.5M invested in iShares MSCI Israel ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $35.6M → $42.5M (+$6.9M)

3.79% more ownership

Funds ownership: 24.24%28.04% (+3.8%)

3% more funds holding

Funds holding: 6668 (+2)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
51
Sargent Bickham Lagudis
Colorado
$13K
FA
52
Faithward Advisors
Pennsylvania
$12K
HS
53
Horan Securities
United States
$12K
RE
54
RBC Europe
United Kingdom
$10.1K
IA
55
IFP Advisors
Florida
$10K -$30.6K -450 -76%
CWA
56
Clearview Wealth Advisors
Oregon
$9K -$204 -3 -2%
AssetMark Inc
57
AssetMark Inc
California
$9K
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$7K +$5.1K +75 +221%
CFA
59
Carroll Financial Associates
North Carolina
$6K
HI
60
Hoey Investments
Pennsylvania
$6K
NFG
61
Next Financial Group
Texas
$6K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$6K +$68 +1 +1%
TRCT
63
Tower Research Capital (TRC)
New York
$5K
4FG
64
4Thought Financial Group
New York
$4K -$2.24K -33 -38%
HCP
65
Hexagon Capital Partners
Arkansas
$3K
William Blair & Company
66
William Blair & Company
Illinois
$3K
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$2K
ASN
68
Advisory Services Network
Georgia
$1K +$1.02K +15 New
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
-$564K -8,751 Closed
CCP
70
Cardan Capital Partners
Colorado
-$220K -3,418 Closed
BWM
71
BigSur Wealth Management
Florida
-$194K -3,000 Closed
SPIA
72
Steward Partners Investment Advisory
New York
-$110K -1,700 Closed

EIS Hedge Fund Activity: Q2 2021 in Review

68 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Israel ETF (EIS) for Q2 2021, worth a combined $42.5M — up 19% from $35.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EIS positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $2.16M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $564K sold.

  • 68 institutional investors held iShares MSCI Israel ETF (EIS) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $42.5M of iShares MSCI Israel ETF stock for Q2 2021, up 19% quarter-over-quarter.
  • 7 funds opened new iShares MSCI Israel ETF positions in Q2 2021 and 4 closed out, a net change of +3 holders.
  • The largest iShares MSCI Israel ETF buyer in Q2 2021 was UBS Group, an estimated $2.16M added.
  • The largest iShares MSCI Israel ETF seller in Q2 2021 was Balyasny Asset Management, an estimated $564K sold.

Based on aggregated 13F filings for Q2 2021.