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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$3.5M |
| 2 |
MAM
Marotta Asset Management
Charlottesville,
Virginia
|
+$1.39M |
| 3 |
LPL Financial
San Diego,
California
|
+$988K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$669K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.32M |
| 2 |
Millennium Management
New York
|
-$1.02M |
| 3 |
EH
Equitable Holdings
New York
|
-$537K |
| 4 |
Morgan Stanley
New York
|
-$309K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$252K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFSIG
51
San Francisco Sentry Investment Group
San Francisco,
California
| $1K | – | – | – |
|
|
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| $1K | – | – | – |
|
|
TFA
53
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
SC
54
Solstein Capital
Menlo Park,
California
| $418 | +$88.5K | +1,385 | +29% |
|
|
55
Jane Street
New York
| – | -$2.32M | -40,320 | Closed |
|
56
Marshall Wace
London,
United Kingdom
| – | -$231K | -4,008 | Closed |
|
|
BEI
57
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$27K | -465 | Closed |
|
|
AA
58
Ancora Advisors
Cleveland,
Ohio
| – | +$447 | +7 | New |
|
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.