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iShares MSCI New Zealand ETF

39 hedge funds and large institutions have $32.6M invested in iShares MSCI New Zealand ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

5.65% less ownership

Funds ownership: 33.98%28.33% (-5.7%)

7% less capital invested

Capital invested by funds: $35.2M → $32.6M (-$2.6M)

11% less funds holding

Funds holding: 4439 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
12
Closed
8
Calls
$1.5M
Puts
Net Calls
+$1.5M
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
JRP
1
Jasper Ridge Partners
California
$7.69M +$35.4K +782 +0.5%
MAM
2
Marotta Asset Management
Virginia
$7.53M +$255K +5,638 +4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.8M +$478K +10,558 +22%
ANTB
4
AMG National Trust Bank
Colorado
$2.19M -$209K -4,616 -9%
IC
5
Innealta Capital
Texas
$2.03M -$257K -5,661 -12%
Morgan Stanley
6
Morgan Stanley
New York
$1.72M +$744K +16,416 +86%
WAM
7
Weatherly Asset Management
California
$1.3M -$487K -10,745 -29%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$1.24M +$218K +4,810 +31%
Wells Fargo
9
Wells Fargo
California
$1.1M +$26.3K +581 +3%
TA
10
Tiedemann Advisors
New York
$747K
EH
11
Equitable Holdings
New York
$695K +$136 +3 +0%
NA
12
NewEdge Advisors
Louisiana
$543K +$50.3K +1,111 +11%
BP
13
Ballentine Partners
Massachusetts
$393K
LMKC
14
L.M. Kohn & Company
Ohio
$391K +$365K +8,049 New
UBS Group
15
UBS Group
Switzerland
$353K -$48.7K -1,074 -13%
DWM
16
Darwin Wealth Management
Florida
$304K +$273K +6,016 New
SFI
17
SPC Financial Inc
Maryland
$303K
RJA
18
Raymond James & Associates
Florida
$300K
TI
19
Tidal Investments
Wisconsin
$253K -$23.9K -528 -9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$189K -$1.14M -25,253 -87%
US Bancorp
21
US Bancorp
Minnesota
$104K
BTI
22
Blue Trust Inc
Georgia
$65K +$48K +1,060 +202%
Osaic Holdings
23
Osaic Holdings
Arizona
$61.7K -$217K -4,779 -79%
TRCT
24
Tower Research Capital (TRC)
New York
$48K -$15.9K -350 -26%
JIR
25
James Investment Research
Ohio
$45K +$15.9K +350 +61%

ENZL Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI New Zealand ETF (ENZL) for Q4 2022, worth a combined $32.6M — down 7.4% from $35.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ENZL and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $744K. The largest seller was Jane Street, exiting entirely with an estimated $3.52M sold.

  • 39 institutional investors held iShares MSCI New Zealand ETF (ENZL) as of Q4 2022, down from 44 in Q3 2022.
  • Funds reported $32.6M of iShares MSCI New Zealand ETF stock for Q4 2022, down 7.4% quarter-over-quarter.
  • 4 funds opened new iShares MSCI New Zealand ETF positions in Q4 2022 and 8 closed out, a net change of -4 holders.
  • The largest iShares MSCI New Zealand ETF buyer in Q4 2022 was Morgan Stanley, an estimated $744K added.
  • The largest iShares MSCI New Zealand ETF seller in Q4 2022 was Jane Street, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2022.