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iShares MSCI Canada ETF
EWC

264 hedge funds and large institutions have $2.34B invested in iShares MSCI Canada ETF in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

45% more capital invested

Capital invested by funds: $1.62B → $2.34B (+$725M)

11% more funds holding

Funds holding: 238 → 264 (+26)

2.61% more ownership

Funds ownership: 60.5% → 63.11% (+2.6%)

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

28% less call options, than puts

Call options by funds: $37.3M | Put options by funds: $51.9M

Holders
264
Holders Change
+26
Holders Change %
+10.92%
% of All Funds
4.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
51
Increased
74
Reduced
69
Closed
22
Calls
$37.3M
Puts
$51.9M
Net Calls
-$14.7M
Net Calls Change
+$19.4M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$356M
2
Victory Capital Management
Victory Capital Management
Texas
+$66.5M
3
SMM
Stadion Money Management
Georgia
+$28.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$16.3M
5
HCM
Hilton Capital Management
New York
+$15.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$24.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.7M
4
Millennium Management
Millennium Management
New York
-$6.14M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
226
SOA Wealth Advisors
New York
$13K – – –
CAC
227
Certified Advisory Corp
Florida
$13K +$12.7K +387 New
CFA
228
Carroll Financial Associates
North Carolina
$12K – – –
NFSG
229
Newbridge Financial Services Group
Florida
$12K – – –
SPIA
230
Steward Partners Investment Advisory
New York
$11.9K +$1.64K +50 +17%
CA
231
Clearstead Advisors
Ohio
$10K -$20K -610 -67%
TWA
232
TCI Wealth Advisors
Arizona
$10K – – –
ATC
233
Adirondack Trust Company
New York
$9K – – –
AF
234
Advisornet Financial
Minnesota
$9K – – –
CFGS
235
Concourse Financial Group Securities
Alabama
$9K +$7.47K +228 +651%
BFG
236
Baron Financial Group
New Jersey
$6.81K – – –
IAIM
237
International Assets Investment Management
Florida
$6K – – –
RG
238
Retirement Group
California
$6K – – –
TC
239
Trust Company
Kansas
$6K +$5.7K +174 New
HWMA
240
Heritage Wealth Management (Arizona)
Arizona
$6K +$5.87K +179 New
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$5.92K – – –
GT
242
Glenmede Trust
Pennsylvania
$5K – – –
NFG
243
Next Financial Group
Texas
$5K – – –
TAM
244
Tucker Asset Management
Colorado
$4.43K +$3.01K +92 +242%
HI
245
Hudock Inc
Pennsylvania
$4K – – –
SL
246
Savior LLC
Massachusetts
$4K – – –
VFA
247
Valeo Financial Advisors
Indiana
$4K – – –
SFS
248
Sowell Financial Services
Arkansas
$4K +$3.28K +100 New
CWA
249
Carolina Wealth Advisors
South Carolina
$4K +$3.8K +116 New
LWP
250
Lumature Wealth Partners
Georgia
$4K +$4.23K +129 New
8 9
10
11 12

EWC Hedge Fund Activity: Q1 2021 in Review

264 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Canada ETF (EWC) for Q1 2021, worth a combined $2.34B — up 45% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EWC positions and 22 closed out — a net gain of 29 holders — while 74 added to existing stakes and 69 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $356M. The largest seller was JP Morgan Chase, cutting an estimated $24.6M.

  • 264 institutional investors held iShares MSCI Canada ETF (EWC) as of Q1 2021, up from 238 in Q4 2020.
  • Funds reported $2.34B of iShares MSCI Canada ETF stock for Q1 2021, up 45% quarter-over-quarter.
  • 51 funds opened new iShares MSCI Canada ETF positions in Q1 2021 and 22 closed out, a net change of +29 holders.
  • The largest iShares MSCI Canada ETF buyer in Q1 2021 was Varma Mutual Pension Insurance Co, an estimated $356M added.
  • The largest iShares MSCI Canada ETF seller in Q1 2021 was JP Morgan Chase, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2021.