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iShares MSCI New Zealand ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4855 (+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

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
11
Closed
3
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.03M -$309K -4,837 -4%
MAM
2
Marotta Asset Management
Virginia
$6.85M +$1.39M +21,809 +28%
CPA
3
Capital Planning Advisors
California
$6.35M +$217K +3,393 +4%
UBS Group
4
UBS Group
Switzerland
$4.84M -$114K -1,785 -2%
IC
5
Innealta Capital
Texas
$3.93M -$6.77K -106 -0.2%
BHWA
6
Beacon Harbor Wealth Advisors
Virginia
$3.73M +$3.5M +54,749 New
CI
7
CX Institutional
Indiana
$3.3M +$592K +9,269 +24%
MGWM
8
Marks Group Wealth Management
Minnesota
$2.88M -$63K -986 -2%
WAM
9
Weatherly Asset Management
California
$2.79M -$8.24K -129 -0.3%
RJA
10
Raymond James & Associates
Florida
$2.5M +$435K +6,800 +23%
LPL Financial
11
LPL Financial
California
$2.38M +$988K +15,455 +79%
SG Americas Securities
12
SG Americas Securities
New York
$2.2M
Wells Fargo
13
Wells Fargo
California
$2.04M +$32.3K +506 +2%
NC
14
NewSquare Capital
Pennsylvania
$1.94M +$669K +10,465 +58%
Bank of America
15
Bank of America
North Carolina
$1.87M +$53.1K +831 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.76M -$252K -3,950 -13%
Bank Julius Baer & Co
17
Bank Julius Baer & Co
Switzerland
$1.56M +$383 +6 +0%
TA
18
Tiedemann Advisors
New York
$1.05M
Millennium Management
19
Millennium Management
New York
$1.01M -$1.02M -16,035 -52%
MML Investors Services
20
MML Investors Services
Massachusetts
$986K +$18.3K +286 +2%
EH
21
Equitable Holdings
New York
$741K -$537K -8,400 -44%
SC
22
Sepio Capital
Utah
$605K +$6.45K +101 +1%
VWA
23
V Wealth Advisors
Kansas
$576K +$541K +8,462 New
PTC
24
Private Trust Company
Ohio
$559K
BP
25
Ballentine Partners
Massachusetts
$551K

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.