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iShares MSCI Australia ETF

174 hedge funds and large institutions have $1.06B invested in iShares MSCI Australia ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.13% less ownership

Funds ownership: 58.87%53.74% (-5.1%)

7% less funds holding

Funds holding: 188174 (-14)

16% less capital invested

Capital invested by funds: $1.27B → $1.06B (-$208M)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

50% less call options, than puts

Call options by funds: $771M | Put options by funds: $1.55B

Holders
174
Holders Change
-14
Holders Change %
-7.45%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
59
Closed
33
Calls
$771M
Puts
$1.55B
Net Calls
-$777M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$1.59M +$1.65M +73,961 New
Stifel Financial
52
Stifel Financial
Missouri
$1.54M -$3.16M -142,012 -67%
CDH
53
Charles D. Hyman
$1.5M -$26.4K -1,185 -2%
GWM
54
GSB Wealth Management
Connecticut
$1.37M -$61K -2,741 -4%
FA
55
FDx Advisors
Illinois
$1.35M -$102K -4,603 -7%
RJA
56
Raymond James & Associates
Florida
$1.25M +$240K +10,782 +23%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$1.24M +$659K +29,621 +99%
Osaic Holdings
58
Osaic Holdings
Arizona
$1.19M +$48.3K +2,168 +4%
SPA
59
Sentinel Pension Advisors
Massachusetts
$1.13M
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$1.11M +$1.15M +51,766 New
APW
61
Acima Private Wealth
Virginia
$1.07M +$26.7K +1,200 +2%
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$1.04M -$38.3K -1,722 -3%
PP
63
Prudential plc
United Kingdom
$1.03M +$6.23K +280 +0.6%
ITB
64
Idaho Trust Bank
Idaho
$998K -$30.4K -1,365 -3%
MSAGDF
65
Moneda SA Administradora General de Fondos
Chile
$940K +$123K +5,541 +15%
TSS
66
Two Sigma Securities
New York
$895K +$926K +41,608 New
HF
67
HRT Financial
New York
$893K -$2.72M -122,333 -75%
ZIM
68
Zacks Investment Management
Illinois
$882K -$704K -31,613 -44%
AFG
69
Albion Financial Group
Utah
$823K
BCV
70
Banque Cantonale Vaudoise
Switzerland
$760K +$2.87K +129 +0.4%
PNAA
71
Pictet North America Advisors
Switzerland
$728K
Creative Planning
72
Creative Planning
Kansas
$662K -$300K -13,461 -30%
CS
73
Credit Suisse
Switzerland
$646K +$182K +8,171 +37%
CL
74
Choreo LLC
Illinois
$587K -$49K -2,200 -7%
IGAM
75
iA Global Asset Management
Quebec, Canada
$549K -$74.5K -3,349 -12%

EWA Hedge Fund Activity: Q3 2023 in Review

174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Australia ETF (EWA) for Q3 2023, worth a combined $1.06B — down 16% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EWA and 20 opened new positions — a net loss of 13 holders — while 59 trimmed existing stakes and 42 added.

The largest buyer was Old Mission Capital, adding an estimated $18.8M. The largest seller was Wells Fargo, cutting an estimated $69M.

  • 174 institutional investors held iShares MSCI Australia ETF (EWA) as of Q3 2023, down from 188 in Q2 2023.
  • Funds reported $1.06B of iShares MSCI Australia ETF stock for Q3 2023, down 16% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Australia ETF positions in Q3 2023 and 33 closed out, a net change of -13 holders.
  • The largest iShares MSCI Australia ETF buyer in Q3 2023 was Old Mission Capital, an estimated $18.8M added.
  • The largest iShares MSCI Australia ETF seller in Q3 2023 was Wells Fargo, an estimated $69M sold.

Based on aggregated 13F filings for Q3 2023.