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iShares MSCI New Zealand ETF

50 hedge funds and large institutions have $65.2M invested in iShares MSCI New Zealand ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

30% more capital invested

Capital invested by funds: $50.1M → $65.2M (+$15.1M)

10.1% more ownership

Funds ownership: 44.09%54.18% (+10%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 5150 (-1)

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$258K -$6.29K -149 -2%
GRP
27
Global Retirement Partners
California
$236K -$8.03K -190 -3%
Citadel Advisors
28
Citadel Advisors
Florida
$231K +$231K +5,469 New
GA
29
Gateway Advisory
New Jersey
$226K +$226K +5,352 New
WP
30
WealthSource Partners
California
$223K
CWM
31
Cornerstone Wealth Management
Missouri
$222K +$220K +5,216 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$118K +$22.2K +526 +23%
AG
33
Advisor Group
Arizona
$112K +$1.73K +41 +2%
Citigroup
34
Citigroup
New York
$89K
JP Morgan Chase
35
JP Morgan Chase
New York
$66K +$57.2K +1,355 +633%
DADC
36
D.A. Davidson & Co
Montana
$63K -$22.9K -543 -27%
FHA
37
First Horizon Advisors
Tennessee
$52K -$968K -22,929 -95%
JIR
38
James Investment Research
Ohio
$51K +$29.6K +700 +140%
NFG
39
Next Financial Group
Texas
$43K
GAM
40
Gemmer Asset Management
California
$32K -$8.07K -191 -20%
Creative Planning
41
Creative Planning
Kansas
$21K +$21.1K +500 +7,143%
SAM
42
Shamrock Asset Management
Texas
$18K +$2.07K +49 +13%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$12K
TCM
44
Tradewinds Capital Management
Washington
$11K
IPC
45
Independent Portfolio Consultants
Florida
$9K -$6.97K -165 -44%
GWM
46
Geneos Wealth Management
Colorado
$4K
AIM
47
Advantage Investment Management
Iowa
$3K
RFM
48
Royal Fund Management
Florida
$1K
Jane Street
49
Jane Street
New York
-$2.68M -67,473 Closed
BIA
50
Biondo Investment Advisors
Pennsylvania
-$2.11M -53,220 Closed

ENZL Hedge Fund Activity: Q1 2017 in Review

50 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q1 2017, worth a combined $65.2M — up 30% from $50.1M a quarter earlier.

Fund positioning in ENZL was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 11 trimmed.

The largest buyer was CIBC Asset Management, opening a new position worth an estimated $5.04M. The largest seller was Jane Street, exiting entirely with an estimated $2.68M sold.

  • 50 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q1 2017, down from 51 in Q4 2016.
  • Funds reported $65.2M of iShares MSCI New Zealand ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 7 funds opened new iShares MSCI New Zealand ETF positions in Q1 2017 and 7 closed out, a net change of 0 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q1 2017 was CIBC Asset Management, an estimated $5.04M added.
  • The largest iShares MSCI New Zealand ETF seller in Q1 2017 was Jane Street, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2017.