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iShares MSCI New Zealand ETF
ENZL

57 hedge funds and large institutions have $86.6M invested in iShares MSCI New Zealand ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 57 → 57 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less capital invested

Capital invested by funds: $87.9M → $86.6M (-$1.33M)

1.75% less ownership

Funds ownership: 52.13% → 50.38% (-1.8%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
X
Xponance
Pennsylvania
+$2.08M
2
Morgan Stanley
Morgan Stanley
New York
+$1.28M
3
RJA
Raymond James & Associates
Florida
+$1.26M
4
KCM
Karp Capital Management
California
+$811K
5
WAM
Weatherly Asset Management
California
+$746K

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.68M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.35M
3
MML Investors Services
MML Investors Services
Massachusetts
-$1.83M
4
SG Americas Securities
SG Americas Securities
New York
-$656K
5
Jane Street
Jane Street
New York
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16M +$1.28M +27,387 +9%
UBS Group
2
UBS Group
Switzerland
$7.71M -$317K -6,768 -4%
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$6.85M +$1.22K +26 +0%
Wells Fargo
4
Wells Fargo
California
$6.74M +$612K +13,053 +10%
RJA
5
Raymond James & Associates
Florida
$5.6M +$1.26M +26,990 +29%
ANTB
6
AMG National Trust Bank
Colorado
$5.18M -$108K -2,305 -2%
AC
7
AFAM Capital
Texas
$4.97M -$154K -3,280 -3%
LPL Financial
8
LPL Financial
California
$2.89M +$144K +3,064 +5%
BIA
9
Biondo Investment Advisors
Pennsylvania
$2.63M +$71.2K +1,520 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.54M +$252K +5,380 +11%
WAM
11
Weatherly Asset Management
California
$2.11M +$746K +15,918 +55%
X
12
Xponance
Pennsylvania
$2.09M +$2.08M +44,422 New
NC
13
NewSquare Capital
Pennsylvania
$2.01M -$81.5K -1,739 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.01M -$68.5K -1,462 -3%
KCM
15
Karp Capital Management
California
$2.01M +$811K +17,300 +68%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$1.88M +$703K +15,000 +60%
Axa
17
Axa
France
$1.71M +$342K +7,300 +25%
Jane Street
18
Jane Street
New York
$1.68M -$557K -11,892 -25%
SG Americas Securities
19
SG Americas Securities
New York
$1.28M -$656K -13,994 -34%
Goldman Sachs
20
Goldman Sachs
New York
$1.09M -$128K -2,727 -11%
Bank of America
21
Bank of America
North Carolina
$1.08M +$81.4K +1,737 +8%
Ameriprise
22
Ameriprise
Minnesota
$715K -$134K -2,855 -16%
PTC
23
Private Trust Company
Ohio
$608K – – –
DC
24
Davenport & Co
Virginia
$474K – – –
Citadel Advisors
25
Citadel Advisors
Florida
$427K +$425K +9,061 New
1
2 3

ENZL Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $86.6M — down 1.5% from $87.9M a quarter earlier.

Fund positioning in ENZL was balanced in Q3 2017: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 18 trimmed.

The largest buyer was Xponance, opening a new position worth an estimated $2.08M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $4.68M.

  • 57 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $86.6M of iShares MSCI New Zealand ETF stock for Q3 2017, down 1.5% quarter-over-quarter.
  • 8 funds opened new iShares MSCI New Zealand ETF positions in Q3 2017 and 8 closed out, a net change of 0 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q3 2017 was Xponance, an estimated $2.08M added.
  • The largest iShares MSCI New Zealand ETF seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2017.