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iShares MSCI Israel ETF

55 hedge funds and large institutions have $53.2M invested in iShares MSCI Israel ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $30.6M → $53.2M (+$22.6M)

18.73% more ownership

Funds ownership: 29.63%48.36% (+19%)

2% more funds holding

Funds holding: 5455 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
8
Reduced
11
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$11.3M +$11M +236,723 New
HA
2
Hays Advisory
Tennessee
$9.73M +$9.42M +203,527 New
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$6.58M -$73.7K -1,593 -1%
State Street
4
State Street
Massachusetts
$3.29M +$3.19M +68,889 New
SAM
5
Shamrock Asset Management
Texas
$3.04M +$2.94M +63,494 New
Morgan Stanley
6
Morgan Stanley
New York
$2.17M +$495K +10,701 +31%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.76M +$74K +1,598 +5%
Wells Fargo
8
Wells Fargo
California
$1.76M +$245K +5,299 +17%
SLAM
9
Swiss Life Asset Management
$1.66M +$283K +6,109 +21%
Axa
10
Axa
France
$1.51M
FHA
11
First Horizon Advisors
Tennessee
$1.22M +$1.21M +26,063 New
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$1.04M -$41.3K -892 -4%
ZIM
13
Zacks Investment Management
Illinois
$888K +$55.7K +1,203 +7%
LPL Financial
14
LPL Financial
California
$705K -$70.4K -1,520 -9%
GI
15
Glovista Investments
New Jersey
$617K +$597K +12,906 New
AGA
16
Accuvest Global Advisors
Utah
$587K +$568K +12,275 New
BFA
17
Beaumont Financial Advisors
Massachusetts
$453K +$9.26K +200 +2%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$421K
Stifel Financial
19
Stifel Financial
Missouri
$421K +$408K +8,811 New
MHS
20
M Holdings Securities
Oregon
$340K -$20.7K -448 -6%
CCM
21
Colorado Capital Management
Colorado
$332K
TYCC
22
Texas Yale Capital Corp
Florida
$332K
BCI
23
Brinker Capital Investments
Pennsylvania
$306K -$3.01K -65 -1%
Northern Trust
24
Northern Trust
Illinois
$284K
UBS Group
25
UBS Group
Switzerland
$263K -$181K -3,907 -42%

EIS Hedge Fund Activity: Q1 2016 in Review

55 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Israel ETF (EIS) for Q1 2016, worth a combined $53.2M — up 74% from $30.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EIS positions and 15 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $11M. The largest seller was RPg Family Wealth Advisory, exiting entirely with an estimated $3.36M sold.

  • 55 institutional investors held iShares MSCI Israel ETF (EIS) as of Q1 2016, up from 54 in Q4 2015.
  • Funds reported $53.2M of iShares MSCI Israel ETF stock for Q1 2016, up 74% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Israel ETF positions in Q1 2016 and 15 closed out, a net change of +1 holder.
  • The largest iShares MSCI Israel ETF buyer in Q1 2016 was Ameriprise, an estimated $11M added.
  • The largest iShares MSCI Israel ETF seller in Q1 2016 was RPg Family Wealth Advisory, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2016.