We are live on ! Find out more
EWA icon

iShares MSCI Australia ETF

179 hedge funds and large institutions have $1.18B invested in iShares MSCI Australia ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

1.2% less ownership

Funds ownership: 68.52%67.32% (-1.2%)

5% less funds holding

Funds holding: 188179 (-9)

18% less capital invested

Capital invested by funds: $1.44B → $1.18B (-$258M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

27% less call options, than puts

Call options by funds: $385M | Put options by funds: $526M

Holders
179
Holders Change
-9
Holders Change %
-4.79%
% of All Funds
4.46%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.22%
New
24
Increased
58
Reduced
58
Closed
31
Calls
$385M
Puts
$526M
Net Calls
-$141M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
WFG Advisors
Texas
$12K +$7.62K +347 +160%
SA
152
SRH Advisors
Kansas
$10K
LWM
153
Lenox Wealth Management
Ohio
$10K +$9.99K +455 New
ATC
154
Adirondack Trust Company
New York
$9K
SQA
155
Simon Quick Advisors
New Jersey
$9K
BFEC
156
Benjamin F. Edwards & Company
Missouri
$8K
CFA
157
Carroll Financial Associates
North Carolina
$8K
MIFH
158
Migdal Insurance & Financial Holdings
Israel
$7K -$2.11K -96 -23%
AssetMark Inc
159
AssetMark Inc
California
$6K -$6.94M -316,190 -100%
HAM
160
Highstreet Asset Management
Ontario, Canada
$6K +$5.86K +267 New
ECM
161
Exchange Capital Management
Michigan
$5K
NFG
162
Next Financial Group
Texas
$5K
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$3.56K +162 +270%
SSB
164
Sandy Spring Bank
Maryland
$4K -$9.2K -419 -68%
AOWM
165
Alpha Omega Wealth Management
Virginia
$4K -$3.69K -168 -46%
RFA
166
Reilly Financial Advisors
California
$4K
WB
167
Webster Bank
Connecticut
$4K
SFSIG
168
San Francisco Sentry Investment Group
California
$4K +$4.39K +200 New
HI
169
Hudock Inc
Pennsylvania
$3K
WIM
170
Westside Investment Management
California
$2.15K
NA
171
NewEdge Advisors
Louisiana
$2.15K +$2.2K +100 New
LNB
172
Ledyard National Bank
$2K
GRP
173
Global Retirement Partners
California
$1K +$901 +41 New
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$1K +$1.1K +50 New
HWP
175
Hefty Wealth Partners
Indiana
$1K +$1.76K +80 New

EWA Hedge Fund Activity: Q2 2017 in Review

179 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Australia ETF (EWA) for Q2 2017, worth a combined $1.18B — down 18% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EWA and 24 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 58 added.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $21.5M. The largest seller was MML Investors Services, cutting an estimated $38.8M.

  • 179 institutional investors held iShares MSCI Australia ETF (EWA) as of Q2 2017, down from 188 in Q1 2017.
  • Funds reported $1.18B of iShares MSCI Australia ETF stock for Q2 2017, down 18% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Australia ETF positions in Q2 2017 and 31 closed out, a net change of -7 holders.
  • The largest iShares MSCI Australia ETF buyer in Q2 2017 was Dai-ichi Life Insurance Company, an estimated $21.5M added.
  • The largest iShares MSCI Australia ETF seller in Q2 2017 was MML Investors Services, an estimated $38.8M sold.

Based on aggregated 13F filings for Q2 2017.