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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$243M +$66 +3 +0%
BlackRock
2
BlackRock
New York
$197M -$15.3M -689,828 -8%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$79.8M -$223K -10,065 -0.3%
Goldman Sachs
4
Goldman Sachs
New York
$68.3M -$15.8M -713,747 -20%
Ameriprise
5
Ameriprise
Minnesota
$43M -$6.12M -276,368 -14%
Morgan Stanley
6
Morgan Stanley
New York
$41M +$18.2M +823,570 +96%
Allianz Asset Management
7
Allianz Asset Management
Germany
$35.7M +$13.5M +607,275 +71%
UBS Group
8
UBS Group
Switzerland
$28.1M -$8.69M -392,002 -25%
Fidelity International
9
Fidelity International
Bermuda
$26.9M +$24.5M +1,104,324 New
Vontobel Holding
10
Vontobel Holding
Switzerland
$24.2M -$1.66M -74,996 -7%
JP Morgan Chase
11
JP Morgan Chase
New York
$22.9M +$5.3M +239,010 +34%
Wells Fargo
12
Wells Fargo
California
$22.7M -$2.33M -105,339 -10%
LPL Financial
13
LPL Financial
California
$22M -$12.2M -551,480 -38%
FTUS
14
Flow Traders U.S.
New York
$21.3M +$6.38M +288,012 +49%
Bank of America
15
Bank of America
North Carolina
$16.6M -$5.13M -231,401 -25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15.9M -$6.3M -284,226 -30%
CCA
17
Catalyst Capital Advisors
New York
$15.6M -$2.41M -108,758 -15%
MRC
18
Millburn Ridgefield Corp
New York
$15.6M -$2.41M -108,758 -15%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$15.3M +$4.63M +208,950 +50%
FMI
20
Factory Mutual Insurance
Massachusetts
$11.3M
WC
21
Wexford Capital
Florida
$9.97M +$9.07M +409,419 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$9.7M +$717K +32,352 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.8M -$993K -44,806 -11%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$7.62M +$4.8M +216,560 +224%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$7.6M

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.