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iShares MSCI New Zealand ETF
ENZL

51 hedge funds and large institutions have $50.1M invested in iShares MSCI New Zealand ETF in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 59 → 51 (-8)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

47% less capital invested

Capital invested by funds: $94.1M → $50.1M (-$44M)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

64.57% less ownership

Funds ownership: 108.65% → 44.09% (-65%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
51
Holders Change
-8
Holders Change %
-13.56%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
13
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIA
Biondo Investment Advisors
Pennsylvania
+$2.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$733K
3
SG Americas Securities
SG Americas Securities
New York
+$548K
4
NC
NewSquare Capital
Pennsylvania
+$536K
5
Bank of America
Bank of America
North Carolina
+$395K

Top Sellers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
-$4.46M
2
BWM
Braver Wealth Management
Massachusetts
-$4.11M
3
UCFA
United Capital Financial Advisors
Texas
-$3.86M
4
NCM
Niemann Capital Management
Nevada
-$3.75M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
26
Ballentine Partners
Massachusetts
$322K – – –
SFI
27
SPC Financial Inc
Maryland
$262K – – –
IA
28
IFP Advisors
Florida
$249K +$1.53K +36 +0.6%
GRP
29
Global Retirement Partners
California
$229K +$245K +5,776 New
VKH
30
Virtu KCG Holdings
New York
$226K +$241K +5,690 New
WP
31
WealthSource Partners
California
$209K +$20.2K +475 +10%
AG
32
Advisor Group
Arizona
$104K -$15.3K -361 -12%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$90K -$134K -3,164 -58%
Citigroup
34
Citigroup
New York
$83K +$1.66K +39 +2%
MFS
35
MSI Financial Services
Massachusetts
$81K +$40.7K +958 +90%
DADC
36
D.A. Davidson & Co
Montana
$80K +$5.64K +133 +7%
NFG
37
Next Financial Group
Texas
$40K -$9.13K -215 -18%
GAM
38
Gemmer Asset Management
California
$38K -$25.2K -594 -38%
JIR
39
James Investment Research
Ohio
$20K – – –
SAM
40
Shamrock Asset Management
Texas
$15K -$2.75M -64,745 -99%
IPC
41
Independent Portfolio Consultants
Florida
$15K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$12K – – –
TCM
43
Tradewinds Capital Management
Washington
$10K – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$9K -$61.6K -1,452 -87%
GWM
45
Geneos Wealth Management
Colorado
$3K -$1.15K -27 -22%
AIM
46
Advantage Investment Management
Iowa
$3K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$2K +$2.33K +55 New
RFM
48
Royal Fund Management
Florida
$1K +$1.19K +28 New
CCMG
49
Clark Capital Management Group
Pennsylvania
– -$4.46M -95,176 Closed
BWM
50
Braver Wealth Management
Massachusetts
– -$4.11M -87,660 Closed
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ENZL Hedge Fund Activity: Q4 2016 in Review

51 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q4 2016, worth a combined $50.1M — down 47% from $94.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ENZL and 7 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Biondo Investment Advisors, opening a new position worth an estimated $2.26M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $4.46M sold.

  • 51 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q4 2016, down from 59 in Q3 2016.
  • Funds reported $50.1M of iShares MSCI New Zealand ETF stock for Q4 2016, down 47% quarter-over-quarter.
  • 7 funds opened new iShares MSCI New Zealand ETF positions in Q4 2016 and 14 closed out, a net change of -7 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q4 2016 was Biondo Investment Advisors, an estimated $2.26M added.
  • The largest iShares MSCI New Zealand ETF seller in Q4 2016 was Clark Capital Management Group, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2016.