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iShares MSCI Europe Financials ETF
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48 hedge funds and large institutions have $145M invested in iShares MSCI Europe Financials ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9% more funds holding

Funds holding: 44 → 48 (+4)

8% more capital invested

Capital invested by funds: $134M → $145M (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $801K

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
24
Reduced
9
Closed
7
Calls
–
Puts
$801K
Net Calls
-$801K
Net Calls Change
-$801K

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$7.46M
2
GAG
GM Advisory Group
New York
+$6.94M
3
GA
Gateway Advisory
New Jersey
+$3.29M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.01M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$2.6M

Top Sellers

1
BC
Brinker Capital
Pennsylvania
-$23.7M
2
Morgan Stanley
Morgan Stanley
New York
-$4.67M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$663K
4
WA
Winfield Associates
Ohio
-$333K
5
PAG
Pinnacle Advisory Group
Maryland
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
26
Greenwood Capital Associates
South Carolina
$1.13M -$111K -4,430 -9%
MWM
27
Merriman Wealth Management
Washington
$819K -$35K -1,390 -4%
BHB
28
Bank Hapoalim BM
Israel
$713K +$430K +17,070 +160%
Deutsche Bank
29
Deutsche Bank
Germany
$667K – – –
AHC
30
Anderson Hoagland & Co
Missouri
$603K +$597K +23,705 New
WI
31
WBI Investments
New Jersey
$538K +$532K +21,121 New
PI
32
Placemark Investments
Illinois
$490K +$81.9K +3,255 +20%
ACM
33
Aviance Capital Management
Florida
$468K +$463K +18,391 New
Wells Fargo
34
Wells Fargo
California
$394K -$84.2K -3,344 -18%
RJA
35
Raymond James & Associates
Florida
$290K -$26.9K -1,070 -9%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$224K +$222K +8,821 New
PAS
37
Partnervest Advisory Services
California
$201K – – –
Citigroup
38
Citigroup
New York
$97K +$75.2K +2,988 +362%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$80K +$72.2K +2,868 +1,082%
Creative Planning
40
Creative Planning
Kansas
$67K +$39.9K +1,584 +151%
GAM
41
Gemmer Asset Management
California
$66K +$65.7K +2,611 New
HR
42
Howe & Rusling
New York
$46K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$38K -$24.6K -978 -40%
Ameriprise
44
Ameriprise
Minnesota
$19K +$16.2K +644 +591%
NES
45
New England Securities
New York
$16K – – –
AIG
46
American International Group
New York
$11K +$10.9K +432 New
TFA
47
Transamerica Financial Advisors
Florida
$1K -$26.8K -1,063 -100%
CFG
48
CKW Financial Group
Hawaii
$1K +$1.46K +58 New
Fisher Asset Management
49
Fisher Asset Management
Washington
– -$663K -26,400 Closed
WA
50
Winfield Associates
Ohio
– -$333K -13,250 Closed
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