We are live on ! Find out more
EWC icon

iShares MSCI Canada ETF
EWC

267 hedge funds and large institutions have $2.22B invested in iShares MSCI Canada ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

5.51% more ownership

Funds ownership: 71.22% → 76.73% (+5.5%)

1% more funds holding

Funds holding: 264 → 267 (+3)

4% less capital invested

Capital invested by funds: $2.3B → $2.22B (-$81.3M)

31% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 93

68% less call options, than puts

Call options by funds: $148M | Put options by funds: $458M

Holders
267
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
4.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
36
Increased
64
Reduced
93
Closed
30
Calls
$148M
Puts
$458M
Net Calls
-$310M
Net Calls Change
+$244M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$71M
2
Fidelity International
Fidelity International
Bermuda
+$45.8M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$44.9M
4
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$58.2M
2
Bank of America
Bank of America
North Carolina
-$27.6M
3
MMA
Miracle Mile Advisors
California
-$25.2M
4
BlackRock
BlackRock
New York
-$23.6M
5
CS
Credit Suisse
Switzerland
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
126
Wellington Management Group
Massachusetts
$692K -$13.4K -388 -2%
SFPM
127
Sensible Financial Planning & Management
Massachusetts
$691K +$53.3K +1,537 +8%
SWM
128
Spire Wealth Management
Virginia
$672K – – –
Invesco
129
Invesco
Georgia
$670K -$12.5K -362 -2%
BS
130
Banco Santander
Spain
$668K -$32.9K -949 -5%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$667K +$691K +19,948 New
WA
132
Wealthstream Advisors
New York
$654K – – –
GAM
133
Gould Asset Management
California
$613K -$111K -3,195 -15%
HNWA
134
Henrickson Nauta Wealth Advisors
Michigan
$579K +$7.76K +224 +1%
Creative Planning
135
Creative Planning
Kansas
$548K +$57K +1,645 +11%
Vontobel Holding
136
Vontobel Holding
Switzerland
$521K +$138K +3,993 +34%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$518K +$535K +15,442 New
KeyBank National Association
138
KeyBank National Association
Ohio
$502K -$6.93K -200 -1%
AGA
139
Accuvest Global Advisors
Utah
$479K +$496K +14,319 New
NL
140
NVWM LLC
Pennsylvania
$477K +$52.9K +1,527 +12%
COCM
141
Charter Oak Capital Management
New Hampshire
$468K -$104K -2,999 -18%
IFS
142
Ifrah Financial Services
Arkansas
$453K -$901 -26 -0.2%
Bank Julius Baer & Co
143
Bank Julius Baer & Co
Switzerland
$448K -$1.48M -42,788 -76%
GS
144
GTS Securities
New York
$440K +$455K +13,142 New
RhumbLine Advisers
145
RhumbLine Advisers
Massachusetts
$437K +$453K +13,057 New
ACA
146
Atlas Capital Advisors
Wyoming
$429K -$350K -10,085 -44%
CLG
147
Cooperman Leon G
$419K – – –
DWM
148
Dorchester Wealth Management
Quebec, Canada
$406K -$3.99K -115 -0.9%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$400K -$104K -2,999 -20%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$399K -$139K -4,023 -25%
4 5
6
7 8

EWC Hedge Fund Activity: Q3 2023 in Review

267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Canada ETF (EWC) for Q3 2023, worth a combined $2.22B — down 3.5% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EWC positions and 30 closed out — a net gain of 6 holders — while 64 added to existing stakes and 93 trimmed.

The largest buyer was Barclays, adding an estimated $71M. The largest seller was JP Morgan Chase, cutting an estimated $58.2M.

  • 267 institutional investors held iShares MSCI Canada ETF (EWC) as of Q3 2023, up from 264 in Q2 2023.
  • Funds reported $2.22B of iShares MSCI Canada ETF stock for Q3 2023, down 3.5% quarter-over-quarter.
  • 36 funds opened new iShares MSCI Canada ETF positions in Q3 2023 and 30 closed out, a net change of +6 holders.
  • The largest iShares MSCI Canada ETF buyer in Q3 2023 was Barclays, an estimated $71M added.
  • The largest iShares MSCI Canada ETF seller in Q3 2023 was JP Morgan Chase, an estimated $58.2M sold.

Based on aggregated 13F filings for Q3 2023.