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iShares MSCI Australia ETF
EWA

179 hedge funds and large institutions have $1.18B invested in iShares MSCI Australia ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

7% more funds holding

Funds holding: 168 → 179 (+11)

0% more capital invested

Capital invested by funds: $1.17B → $1.18B (+$4.97M)

0.34% less ownership

Funds ownership: 67.93% → 67.59% (-0.34%)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

16% less call options, than puts

Call options by funds: $464M | Put options by funds: $555M

Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
4.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
33
Increased
52
Reduced
57
Closed
21
Calls
$464M
Puts
$555M
Net Calls
-$91.1M
Net Calls Change
+$142M

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$33.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.4M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
+$20.2M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.45M
5
X
Xponance
Pennsylvania
+$8.64M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$34.5M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$26.4M
3
UBS Group
UBS Group
Switzerland
-$11.1M
4
Jane Street
Jane Street
New York
-$10.9M
5
DCM
Dupont Capital Management
Delaware
-$10M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$198M +$124 +6 +0%
UBS Group
2
UBS Group
Switzerland
$59.7M -$11.1M -538,547 -15%
1CP
3
1607 Capital Partners
Virginia
$58.9M -$1.31M -63,800 -2%
Wells Fargo
4
Wells Fargo
California
$58.3M +$67.8K +3,295 +0.1%
RIG
5
RiverFront Investment Group
Virginia
$54M -$5.63M -273,487 -9%
FMI
6
Factory Mutual Insurance
Massachusetts
$47.8M – – –
PVH
7
Psagot Value Holdings
Israel
$43.2M +$1.63M +79,116 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$40.3M +$33.4M +1,620,941 +439%
Parallax Volatility Advisers
9
Parallax Volatility Advisers
California
$40.1M -$2.07M -100,683 -5%
Bank of America
10
Bank of America
North Carolina
$39M +$608K +29,522 +2%
Public Sector Pension Investment Board (PSP Investments)
11
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.8M – – –
UCFA
12
United Capital Financial Advisors
Texas
$33M +$33.6M +1,632,644 New
DZ Bank
13
DZ Bank
Germany
$30.9M +$31.5M +1,529,468 New
GB
14
Gunma Bank
Japan
$23.7M – – –
RMPT
15
Raytheon Master Pension Trust
Massachusetts
$19.9M +$20.2M +983,123 New
TD Asset Management
16
TD Asset Management
Ontario, Canada
$19.9M +$21.4K +1,041 +0.1%
RJA
17
Raymond James & Associates
Florida
$17.9M -$926K -44,969 -5%
H
18
Hexavest
Quebec, Canada
$17.3M +$1.46M +70,909 +9%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$17.1M +$9.45M +459,010 +119%
Morgan Stanley
20
Morgan Stanley
New York
$14.6M +$1.3M +63,206 +10%
NIMI
21
Natixis Investment Managers International
France
$14.3M – – –
LMIM
22
Lockheed Martin Investment Management
Maryland
$13.9M +$2.53M +122,700 +22%
Ameriprise
23
Ameriprise
Minnesota
$13.8M -$7.33M -356,238 -34%
Citigroup
24
Citigroup
New York
$11M -$982K -47,727 -8%
KHLMVGHM
25
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11M – – –
1
2 3 4 5

EWA Hedge Fund Activity: Q4 2016 in Review

179 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Australia ETF (EWA) for Q4 2016, worth a combined $1.18B — up 0.42% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EWA positions and 21 closed out — a net gain of 12 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $33.6M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $34.5M sold.

  • 179 institutional investors held iShares MSCI Australia ETF (EWA) as of Q4 2016, up from 168 in Q3 2016.
  • Funds reported $1.18B of iShares MSCI Australia ETF stock for Q4 2016, up 0.42% quarter-over-quarter.
  • 33 funds opened new iShares MSCI Australia ETF positions in Q4 2016 and 21 closed out, a net change of +12 holders.
  • The largest iShares MSCI Australia ETF buyer in Q4 2016 was United Capital Financial Advisors, an estimated $33.6M added.
  • The largest iShares MSCI Australia ETF seller in Q4 2016 was Schroder Investment Management Group, an estimated $34.5M sold.

Based on aggregated 13F filings for Q4 2016.