We are live on ! Find out more
EIS icon

iShares MSCI Israel ETF

43 hedge funds and large institutions have $27.3M invested in iShares MSCI Israel ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.78% less ownership

Funds ownership: 43.91%25.13% (-19%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

25% less funds holding

Funds holding: 5743 (-14)

47% less capital invested

Capital invested by funds: $51.3M → $27.3M (-$24M)

76% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-14
Holders Change %
-24.56%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
10
Reduced
13
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Curian Capital
Colorado
$4.28M +$235K +4,928 +6%
AGA
2
Accuvest Global Advisors
Utah
$3.54M -$7.62M -159,756 -70%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.21M +$766K +16,074 +34%
Goldman Sachs
4
Goldman Sachs
New York
$2.32M -$557K -11,678 -20%
Morgan Stanley
5
Morgan Stanley
New York
$1.82M -$83.4K -1,750 -5%
SLAM
6
Swiss Life Asset Management
$1.35M +$1.28M +26,830 New
Wells Fargo
7
Wells Fargo
California
$1.35M +$6.72K +141 +0.5%
Axa
8
Axa
France
$1.27M
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$1.17M -$541K -11,352 -33%
ZIM
10
Zacks Investment Management
Illinois
$957K +$312K +6,536 +53%
Jane Street
11
Jane Street
New York
$836K -$1.06M -22,281 -57%
UBS Group
12
UBS Group
Switzerland
$534K -$19.3K -405 -4%
Northern Trust
13
Northern Trust
Illinois
$524K
IFS
14
Ifrah Financial Services
Arkansas
$473K +$20.7K +435 +5%
BFA
15
Beaumont Financial Advisors
Massachusetts
$453K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$408K -$134K -2,820 -26%
TYCC
17
Texas Yale Capital Corp
Florida
$351K
LPL Financial
18
LPL Financial
California
$311K +$21.8K +458 +8%
Bank of America
19
Bank of America
North Carolina
$306K -$1.06M -22,126 -79%
B
20
Bailard
California
$304K
JMPWA
21
JP Morgan Private Wealth Advisors
California
$276K +$261K +5,465 New
YMRC
22
Yorktown Management & Research Company
Virginia
$257K
BCI
23
Brinker Capital Investments
Pennsylvania
$233K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$125K
US Bancorp
25
US Bancorp
Minnesota
$96K +$90.7K +1,902 New

EIS Hedge Fund Activity: Q1 2015 in Review

43 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Israel ETF (EIS) for Q1 2015, worth a combined $27.3M — down 47% from $51.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EIS and 4 opened new positions — a net loss of 13 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $766K. The largest seller was Hays Advisory, exiting entirely with an estimated $8.06M sold.

  • 43 institutional investors held iShares MSCI Israel ETF (EIS) as of Q1 2015, down from 57 in Q4 2014.
  • Funds reported $27.3M of iShares MSCI Israel ETF stock for Q1 2015, down 47% quarter-over-quarter.
  • 4 funds opened new iShares MSCI Israel ETF positions in Q1 2015 and 17 closed out, a net change of -13 holders.
  • The largest iShares MSCI Israel ETF buyer in Q1 2015 was Susquehanna International Group, an estimated $766K added.
  • The largest iShares MSCI Israel ETF seller in Q1 2015 was Hays Advisory, an estimated $8.06M sold.

Based on aggregated 13F filings for Q1 2015.