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iShares MSCI New Zealand ETF
ENZL

55 hedge funds and large institutions have $69.9M invested in iShares MSCI New Zealand ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

31% more capital invested

Capital invested by funds: $53.4M → $69.9M (+$16.5M)

15% more funds holding

Funds holding: 48 → 55 (+7)

5.04% less ownership

Funds ownership: 38.36% → 33.32% (-5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
+$12K

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$3.5M
2
MAM
Marotta Asset Management
Virginia
+$1.39M
3
LPL Financial
LPL Financial
California
+$988K
4
NC
NewSquare Capital
Pennsylvania
+$669K
5
CI
CX Institutional
Indiana
+$592K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.32M
2
Millennium Management
Millennium Management
New York
-$1.02M
3
EH
Equitable Holdings
New York
-$537K
4
Morgan Stanley
Morgan Stanley
New York
-$309K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$531K +$499K +7,805 New
MOS
27
MGO One Seven
Ohio
$450K +$511 +8 +0.1%
SFI
28
SPC Financial Inc
Maryland
$449K – – –
EVM
29
Eaton Vance Management
Massachusetts
$382K +$358K +5,607 New
GRP
30
Global Retirement Partners
California
$375K -$27K -423 -7%
OMC
31
Old Mission Capital
Illinois
$343K +$322K +5,042 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$321K +$39.6K +620 +15%
Ameriprise
33
Ameriprise
Minnesota
$319K +$300K +4,693 New
WP
34
WealthSource Partners
California
$312K – – –
CIM
35
Contravisory Investment Management
Massachusetts
$301K +$6.58K +103 +2%
Goldman Sachs
36
Goldman Sachs
New York
$213K +$200K +3,126 New
AWM
37
Avondale Wealth Management
Texas
$204K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$171K -$22.6K -354 -12%
US Bancorp
39
US Bancorp
Minnesota
$169K -$24.3K -380 -13%
Citigroup
40
Citigroup
New York
$81K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$68K – – –
MFA
42
McClarren Financial Advisors
Pennsylvania
$39K +$37.4K +585 New
WPA
43
West Paces Advisors
Georgia
$32.7K – – –
BAM
44
Barrett Asset Management
New York
$22K +$21.1K +330 New
TCM
45
Tradewinds Capital Management
Washington
$17K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$14K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$13K +$12.4K +194 New
APA
48
American Portfolios Advisors
New York
$10.9K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$8K – – –
RG
50
Retirement Group
California
$3K – – –
1
2
3

ENZL Hedge Fund Activity: Q4 2020 in Review

55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q4 2020, worth a combined $69.9M — up 31% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ENZL positions and 3 closed out — a net gain of 8 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $3.5M. The largest seller was Jane Street, exiting entirely with an estimated $2.32M sold.

  • 55 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $69.9M of iShares MSCI New Zealand ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 11 funds opened new iShares MSCI New Zealand ETF positions in Q4 2020 and 3 closed out, a net change of +8 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q4 2020 was Beacon Harbor Wealth Advisors, an estimated $3.5M added.
  • The largest iShares MSCI New Zealand ETF seller in Q4 2020 was Jane Street, an estimated $2.32M sold.

Based on aggregated 13F filings for Q4 2020.