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iShares MSCI New Zealand ETF

57 hedge funds and large institutions have $87.9M invested in iShares MSCI New Zealand ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

35% more capital invested

Capital invested by funds: $65.2M → $87.9M (+$22.7M)

14% more funds holding

Funds holding: 5057 (+7)

2.05% less ownership

Funds ownership: 54.18%52.13% (-2.1%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
14
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$467K -$41.9K -955 -9%
DC
27
Davenport & Co
Virginia
$466K +$442K +10,070 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$447K +$423K +9,654 New
Stifel Financial
29
Stifel Financial
Missouri
$423K -$197K -4,488 -33%
BP
30
Ballentine Partners
Massachusetts
$383K
SFI
31
SPC Financial Inc
Maryland
$305K
GRP
32
Global Retirement Partners
California
$277K +$17.2K +392 +7%
OMC
33
Old Mission Capital
Illinois
$271K -$268K -6,111 -51%
GA
34
Gateway Advisory
New Jersey
$248K
IA
35
IFP Advisors
Florida
$245K -$36.5K -832 -14%
WOA
36
Water Oak Advisors
Florida
$174K -$4.93M -112,505 -97%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$119K -$10.3K -236 -8%
Citigroup
38
Citigroup
New York
$98K +$965 +22 +1%
AG
39
Advisor Group
Arizona
$88K -$33.7K -768 -29%
JP Morgan Chase
40
JP Morgan Chase
New York
$73K +$526 +12 +0.8%
DADC
41
D.A. Davidson & Co
Montana
$67K -$1.62K -37 -2%
JIR
42
James Investment Research
Ohio
$46K -$8.77K -200 -17%
NFG
43
Next Financial Group
Texas
$46K
OIA
44
OneDigital Investment Advisors
Kansas
$45K +$42.9K +979 New
SPIA
45
Steward Partners Investment Advisory
New York
$32K +$30.7K +700 New
Creative Planning
46
Creative Planning
Kansas
$23K
GAM
47
Gemmer Asset Management
California
$22K -$12.4K -282 -37%
SAM
48
Shamrock Asset Management
Texas
$20K
TRCT
49
Tower Research Capital (TRC)
New York
$15K +$14.3K +327 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$13K

ENZL Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q2 2017, worth a combined $87.9M — up 35% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ENZL positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was AMG National Trust Bank, opening a new position worth an estimated $4.92M. The largest seller was Hays Advisory, exiting entirely with an estimated $5.81M sold.

  • 57 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q2 2017, up from 50 in Q1 2017.
  • Funds reported $87.9M of iShares MSCI New Zealand ETF stock for Q2 2017, up 35% quarter-over-quarter.
  • 14 funds opened new iShares MSCI New Zealand ETF positions in Q2 2017 and 7 closed out, a net change of +7 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q2 2017 was AMG National Trust Bank, an estimated $4.92M added.
  • The largest iShares MSCI New Zealand ETF seller in Q2 2017 was Hays Advisory, an estimated $5.81M sold.

Based on aggregated 13F filings for Q2 2017.