iShares MSCI New Zealand ETF
ENZL
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.
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: 50 → 57 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$4.92M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$4.38M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.51M |
| 4 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
+$2.38M |
| 5 |
Jane Street
New York
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$5.81M |
| 2 |
WOA
Water Oak Advisors
Winter Park,
Florida
|
-$4.93M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$716K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$387K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
51
Tradewinds Capital Management
Bellingham,
Washington
| $12K | – | – | – |
|
|
FHA
52
First Horizon Advisors
Memphis,
Tennessee
| $10K | -$44.4K | -1,012 | -82% |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $4K | -$263 | -6 | -6% |
|
|
AIM
54
Advantage Investment Management
Cedar Rapids,
Iowa
| $3K | – | – | – |
|
|
RFM
55
Royal Fund Management
Lady Lake,
Florida
| $1K | – | – | – |
|
|
NA
56
NewEdge Advisors
New Orleans,
Louisiana
| $274 | +$263 | +6 | New |
|
|
HA
57
Hays Advisory
Franklin,
Tennessee
| – | -$5.81M | -137,646 | Closed |
|
|
ZIM
58
Zacks Investment Management
Chicago,
Illinois
| – | -$716K | -16,962 | Closed |
|
59
Millennium Management
New York
| – | -$312K | -7,400 | Closed |
|
60
Citadel Advisors
Miami,
Florida
| – | -$231K | -5,469 | Closed |
|
|
WP
61
WealthSource Partners
San Luis Obispo,
California
| – | -$223K | -5,273 | Closed |
|
|
CWM
62
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$222K | -5,216 | Closed |
|
|
IPC
63
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$9K | -210 | Closed |
|
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.