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iShares MSCI Australia ETF

194 hedge funds and large institutions have $1.16B invested in iShares MSCI Australia ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 41 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

11% more funds holding

Funds holding: 174194 (+20)

9% more capital invested

Capital invested by funds: $1.06B → $1.16B (+$97.5M)

0.23% more ownership

Funds ownership: 53.74%53.98% (+0.23%)

41% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 69

47% less call options, than puts

Call options by funds: $833M | Put options by funds: $1.56B

Holders
194
Holders Change
+20
Holders Change %
+11.49%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
41
Reduced
69
Closed
15
Calls
$833M
Puts
$1.56B
Net Calls
-$725M
Net Calls Change
+$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
51
Charles D. Hyman
$1.65M -$51.6K -2,330 -3%
OMC
52
Old Mission Capital
Illinois
$1.58M -$18.3M -826,262 -93%
SWA
53
Stratos Wealth Advisors
Ohio
$1.57M +$1.43M +64,593 New
ECM
54
Evergreen Capital Management
Washington
$1.57M +$1.43M +64,440 New
RJA
55
Raymond James & Associates
Florida
$1.52M +$99K +4,469 +8%
GWM
56
GSB Wealth Management
Connecticut
$1.52M -$34.7K -1,565 -2%
FA
57
FDx Advisors
Illinois
$1.43M -$88.2K -3,980 -6%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$1.43M -$10.9K -493 -0.8%
TI
59
Tidal Investments
Wisconsin
$1.4M -$596K -26,913 -32%
Citadel Advisors
60
Citadel Advisors
Florida
$1.35M -$3.15M -141,945 -72%
IC
61
Innealta Capital
Texas
$1.34M -$753K -33,962 -38%
SPA
62
Sentinel Pension Advisors
Massachusetts
$1.28M
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$1.25M -$6.69K -302 -0.6%
APW
64
Acima Private Wealth
Virginia
$1.23M +$17K +766 +2%
Kovitz Investment Group Partners
65
Kovitz Investment Group Partners
Illinois
$1.17M -$12.1K -547 -1%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$1.12M -$2.19M -98,868 -68%
IWC
67
Integrated Wealth Concepts
Massachusetts
$1.11M +$534K +24,086 +113%
ITB
68
Idaho Trust Bank
Idaho
$1.04M -$77.3K -3,489 -8%
MSAGDF
69
Moneda SA Administradora General de Fondos
Chile
$1.03M -$27.1K -1,225 -3%
MGP
70
Metis Global Partners
California
$1M +$914K +41,254 New
AFG
71
Albion Financial Group
Utah
$931K
Creative Planning
72
Creative Planning
Kansas
$859K +$99.8K +4,503 +15%
BCV
73
Banque Cantonale Vaudoise
Switzerland
$857K -$2.35K -106 -0.3%
PNAA
74
Pictet North America Advisors
Switzerland
$824K
CL
75
Choreo LLC
Illinois
$741K +$69.2K +3,125 +11%

EWA Hedge Fund Activity: Q4 2023 in Review

194 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Australia ETF (EWA) for Q4 2023, worth a combined $1.16B — up 9.2% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EWA positions and 15 closed out — a net gain of 23 holders — while 41 added to existing stakes and 69 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $24.5M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $24.3M sold.

  • 194 institutional investors held iShares MSCI Australia ETF (EWA) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $1.16B of iShares MSCI Australia ETF stock for Q4 2023, up 9.2% quarter-over-quarter.
  • 38 funds opened new iShares MSCI Australia ETF positions in Q4 2023 and 15 closed out, a net change of +23 holders.
  • The largest iShares MSCI Australia ETF buyer in Q4 2023 was Fidelity International, an estimated $24.5M added.
  • The largest iShares MSCI Australia ETF seller in Q4 2023 was 1607 Capital Partners, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2023.