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iShares MSCI Australia ETF

150 hedge funds and large institutions have $767M invested in iShares MSCI Australia ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 50 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

22.46% more ownership

Funds ownership: 55.29%77.75% (+22%)

7% less funds holding

Funds holding: 161150 (-11)

7% less capital invested

Capital invested by funds: $826M → $767M (-$59.8M)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

38% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 50

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

56% less call options, than puts

Call options by funds: $400M | Put options by funds: $912M

Holders
150
Holders Change
-11
Holders Change %
-6.83%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
29
Increased
31
Reduced
50
Closed
38
Calls
$400M
Puts
$912M
Net Calls
-$512M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$16K +$17K +870 New
CFA
127
CT Financial Advisors
Pennsylvania
$15.1K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$15K -$28.2K -1,443 -63%
DBT
129
Dubuque Bank & Trust
Iowa
$15K
GWM
130
Gupta Wealth Management
California
$15K
ATC
131
Adirondack Trust Company
New York
$13K -$10.8K -550 -43%
AIP
132
Ameritas Investment Partners
Nebraska
$11K
SA
133
SRH Advisors
Kansas
$8K
CK
134
Carnick & Kubik
Colorado
$7.53K +$8.22K +420 New
BFEC
135
Benjamin F. Edwards & Company
Missouri
$7K
WA
136
Waverly Advisors
Alabama
$7K
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.46K -$6.03M -308,050 -46%
OFS
138
Orrstown Financial Services
Pennsylvania
$6K -$54.8K -2,800 -89%
US Bancorp
139
US Bancorp
Minnesota
$6K -$1.76K -90 -21%
TFA
140
Transamerica Financial Advisors
Florida
$6K
WCM
141
Wealthcare Capital Management
Virginia
$6K
FCCM
142
First City Capital Management
Georgia
$5.38K
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
RFA
144
Reilly Financial Advisors
California
$4K
CPIG
145
Chicago Partners Investment Group
Illinois
$3K +$2.98K +152 New
AC
146
Alexandria Capital
Virginia
$2K
IWMPD
147
Integrated Wealth Management (Palm Desert)
California
$2K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$1K +$861 +44 New
WEC
149
Winslow Evans & Crocker
Massachusetts
$252
N
150
Nuveen
North Carolina
$249

EWA Hedge Fund Activity: Q3 2015 in Review

150 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Australia ETF (EWA) for Q3 2015, worth a combined $767M — down 7.2% from $826M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of EWA and 29 opened new positions — a net loss of 9 holders — while 50 trimmed existing stakes and 31 added.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $241M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $28.2M sold.

  • 150 institutional investors held iShares MSCI Australia ETF (EWA) as of Q3 2015, down from 161 in Q2 2015.
  • Funds reported $767M of iShares MSCI Australia ETF stock for Q3 2015, down 7.2% quarter-over-quarter.
  • 29 funds opened new iShares MSCI Australia ETF positions in Q3 2015 and 38 closed out, a net change of -9 holders.
  • The largest iShares MSCI Australia ETF buyer in Q3 2015 was SG Americas Securities, an estimated $241M added.
  • The largest iShares MSCI Australia ETF seller in Q3 2015 was RiverFront Investment Group, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2015.