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iShares MSCI New Zealand ETF

51 hedge funds and large institutions have $72.8M invested in iShares MSCI New Zealand ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.56% more ownership

Funds ownership: 40.7%45.26% (+4.6%)

3% more capital invested

Capital invested by funds: $70.6M → $72.8M (+$2.23M)

4% less funds holding

Funds holding: 5351 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
26
Ballentine Partners
Massachusetts
$420K
GRP
27
Global Retirement Partners
California
$412K -$6.88K -129 -2%
AG
28
Advisor Group
Arizona
$359K +$267K +5,006 +260%
SFI
29
SPC Financial Inc
Maryland
$342K
VWA
30
V Wealth Advisors
Kansas
$270K -$2.77K -52 -1%
WP
31
WealthSource Partners
California
$251K -$19.2K -360 -7%
CCM
32
Crabel Capital Management
California
$250K -$28K -526 -10%
CIM
33
Contravisory Investment Management
Massachusetts
$241K +$6.08K +114 +3%
AWM
34
Avondale Wealth Management
Texas
$233K
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$137K -$72.7K -1,363 -34%
Citigroup
36
Citigroup
New York
$108K
WOA
37
Water Oak Advisors
Florida
$86K -$107K -1,999 -55%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$75K +$78K +1,463 New
JIR
39
James Investment Research
Ohio
$51K -$22.1K -415 -30%
SPIA
40
Steward Partners Investment Advisory
New York
$51K
PA
41
Parallel Advisors
California
$33K +$33.7K +632 New
WPA
42
West Paces Advisors
Georgia
$24.9K
TCM
43
Tradewinds Capital Management
Washington
$13K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$10K
TRCT
45
Tower Research Capital (TRC)
New York
$9K -$1.28K -24 -13%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$7K
FAAS
47
First Allied Advisory Services
California
$5K +$5.28K +99 New
TFA
48
Transamerica Financial Advisors
Florida
$1K -$267 -5 -50%
RFM
49
Royal Fund Management
Florida
$1K
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$1K +$960 +18 New

ENZL Hedge Fund Activity: Q3 2019 in Review

51 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q3 2019, worth a combined $72.8M — up 3.2% from $70.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ENZL and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $3.47M. The largest seller was Sensato Investors, cutting an estimated $1.13M.

  • 51 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q3 2019, down from 53 in Q2 2019.
  • Funds reported $72.8M of iShares MSCI New Zealand ETF stock for Q3 2019, up 3.2% quarter-over-quarter.
  • 7 funds opened new iShares MSCI New Zealand ETF positions in Q3 2019 and 9 closed out, a net change of -2 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q3 2019 was Wells Fargo, an estimated $3.47M added.
  • The largest iShares MSCI New Zealand ETF seller in Q3 2019 was Sensato Investors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2019.