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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
HI
51
Hoey Investments
Pennsylvania
$4.93K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$4.38K – – –
CWA
53
Clearview Wealth Advisors
Oregon
$3.83K -$4.47K -79 -53%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$2.96K – – –
4FG
55
4Thought Financial Group
New York
$2.77K +$566 +10 +24%
FWP
56
FAS Wealth Partners
Kansas
$2.08K +$2.15K +38 New
BONH
57
Bank of New Hampshire
New Hampshire
$1.64K – – –
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$1.37K – – –
NA
59
NewEdge Advisors
Louisiana
$1.15K -$11.2K -198 -90%
PTC
60
Private Trust Company
Ohio
$985 -$3.4K -60 -77%
HCP
61
Hexagon Capital Partners
Arkansas
$547 – – –
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$345 +$4.42K +78 +1%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$1.12M -19,942 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– -$824K -14,722 Closed
SC
65
Sepio Capital
Utah
– -$699K -12,486 Closed
CIM
66
Contravisory Investment Management
Massachusetts
– -$304K -5,433 Closed
Truist Financial
67
Truist Financial
North Carolina
– -$257K -4,586 Closed
IFS
68
Ifrah Financial Services
Arkansas
– -$224K -3,999 Closed
SPFA
69
Summit Place Financial Advisors
New Jersey
– -$202K -3,610 Closed
JMPWA
70
JP Morgan Private Wealth Advisors
California
– -$200K -3,579 Closed
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
– -$49.2K -879 Closed
PIMG
72
Patriot Investment Management Group
Tennessee
– -$23.3K -400 Closed
FA
73
Faithward Advisors
Pennsylvania
– -$10K -179 Closed
CWP
74
Concord Wealth Partners
Virginia
– -$4.7K -84 Closed
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
– -$4K -75 Closed
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.