We are live on ! Find out more
ENZL icon

iShares MSCI New Zealand ETF
ENZL

55 hedge funds and large institutions have $70.1M invested in iShares MSCI New Zealand ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 57 → 55 (-2)

9.94% less ownership

Funds ownership: 50.38% → 40.44% (-9.9%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

19% less capital invested

Capital invested by funds: $86.6M → $70.1M (-$16.5M)

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$1.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M
3
AC
AFAM Capital
Texas
+$1.08M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.05M
5
HWP
Hefty Wealth Partners
Indiana
+$875K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.6M
2
Wells Fargo
Wells Fargo
California
-$3.4M
3
BIA
Biondo Investment Advisors
Pennsylvania
-$2.33M
4
X
Xponance
Pennsylvania
-$2.09M
5
NC
NewSquare Capital
Pennsylvania
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$2K -$381K -8,242 -100%
RFM
52
Royal Fund Management
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$740 +16 +320%
X
54
Xponance
Pennsylvania
– -$2.09M -44,422 Closed
NC
55
NewSquare Capital
Pennsylvania
– -$2.01M -43,621 Closed
KCM
56
Karp Capital Management
California
– -$2.01M -42,571 Closed
Ameriprise
57
Ameriprise
Minnesota
– -$715K -15,170 Closed
DC
58
Davenport & Co
Virginia
– -$474K -10,070 Closed
VF
59
Virtu Financial
New York
– -$350K -7,426 Closed
RJFSA
60
Raymond James Financial Services Advisors
Florida
– -$310K -6,581 Closed
GA
61
Gateway Advisory
New Jersey
– -$252K -5,352 Closed
NFG
62
Next Financial Group
Texas
– -$48K -1,000 Closed
BF
63
BOK Financial
Oklahoma
– -$24K -500 Closed
FHA
64
First Horizon Advisors
Tennessee
– -$10K -218 Closed
GWM
65
Geneos Wealth Management
Colorado
– -$1K -26 Closed
LA
66
Legacy Advisors
Pennsylvania
– +$925 +20 New
1 2
3

ENZL Hedge Fund Activity: Q4 2017 in Review

55 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q4 2017, worth a combined $70.1M — down 19% from $86.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ENZL and 10 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was CIBC Asset Management, adding an estimated $1.39M. The largest seller was Morgan Stanley, cutting an estimated $4.6M.

  • 55 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q4 2017, down from 57 in Q3 2017.
  • Funds reported $70.1M of iShares MSCI New Zealand ETF stock for Q4 2017, down 19% quarter-over-quarter.
  • 10 funds opened new iShares MSCI New Zealand ETF positions in Q4 2017 and 12 closed out, a net change of -2 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q4 2017 was CIBC Asset Management, an estimated $1.39M added.
  • The largest iShares MSCI New Zealand ETF seller in Q4 2017 was Morgan Stanley, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2017.