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iShares MSCI New Zealand ETF

49 hedge funds and large institutions have $57M invested in iShares MSCI New Zealand ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $44.1M → $57M (+$12.9M)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2.22% less ownership

Funds ownership: 40.9%38.68% (-2.2%)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.27M +$587K +11,583 +10%
IC
2
Innealta Capital
Texas
$5.08M +$1.86M +36,697 +69%
CPA
3
Capital Planning Advisors
California
$5M +$307K +6,063 +7%
MAM
4
Marotta Asset Management
Virginia
$4.37M +$377K +7,445 +11%
UBS Group
5
UBS Group
Switzerland
$4.28M -$371K -7,322 -9%
SSA
6
Schonfeld Strategic Advisors
New York
$3.79M +$3.39M +66,790 New
RJA
7
Raymond James & Associates
Florida
$2.67M -$43.3K -855 -2%
CI
8
CX Institutional
Indiana
$2.53M +$2.27M +44,723 New
MGWM
9
Marks Group Wealth Management
Minnesota
$2.48M -$247K -4,875 -10%
WAM
10
Weatherly Asset Management
California
$2.34M -$7.81K -154 -0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.1M +$91.1K +1,796 +5%
SG Americas Securities
12
SG Americas Securities
New York
$1.83M
Wells Fargo
13
Wells Fargo
California
$1.71M -$727K -14,343 -32%
Bank of America
14
Bank of America
North Carolina
$1.48M -$17.9K -353 -1%
NC
15
NewSquare Capital
Pennsylvania
$1.35M +$435K +8,590 +57%
Bank Julius Baer & Co
16
Bank Julius Baer & Co
Switzerland
$1.3M -$3.07M -60,468 -72%
EH
17
Equitable Holdings
New York
$1.09M
LPL Financial
18
LPL Financial
California
$1.06M +$229K +4,518 +32%
TA
19
Tiedemann Advisors
New York
$872K
MOS
20
MGO One Seven
Ohio
$548K -$212K -4,181 -30%
PTC
21
Private Trust Company
Ohio
$470K -$44.5K -877 -10%
BP
22
Ballentine Partners
Massachusetts
$459K
SFI
23
SPC Financial Inc
Maryland
$374K
GRP
24
Global Retirement Partners
California
$367K +$125K +2,466 +62%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$347K +$68.2K +1,345 +28%

ENZL Hedge Fund Activity: Q2 2020 in Review

49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q2 2020, worth a combined $57M — up 29% from $44.1M a quarter earlier.

Fund positioning in ENZL was balanced in Q2 2020: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 18 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $3.39M. The largest seller was Bank Julius Baer & Co, cutting an estimated $3.07M.

  • 49 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $57M of iShares MSCI New Zealand ETF stock for Q2 2020, up 29% quarter-over-quarter.
  • 6 funds opened new iShares MSCI New Zealand ETF positions in Q2 2020 and 6 closed out, a net change of 0 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q2 2020 was Schonfeld Strategic Advisors, an estimated $3.39M added.
  • The largest iShares MSCI New Zealand ETF seller in Q2 2020 was Bank Julius Baer & Co, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2020.