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iShares MSCI Canada ETF

283 hedge funds and large institutions have $2.61B invested in iShares MSCI Canada ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

7% more capital invested

Capital invested by funds: $2.43B → $2.61B (+$177M)

2% more funds holding

Funds holding: 277283 (+6)

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

3.3% less ownership

Funds ownership: 73.53%70.23% (-3.3%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

76% less call options, than puts

Call options by funds: $246M | Put options by funds: $1.04B

Holders
283
Holders Change
+6
Holders Change %
+2.17%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
83
Reduced
91
Closed
37
Calls
$246M
Puts
$1.04B
Net Calls
-$792M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$542K +$20.8K +629 +4%
TWC
152
TD Waterhouse Canada
Ontario, Canada
$522K +$58.4K +1,764 +12%
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$494K +$155K +4,667 +45%
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$484K
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$462K -$8.22K -248 -2%
CCM
156
Crabel Capital Management
California
$452K +$457K +13,797 New
TF
157
Trek Financial
Arizona
$452K -$221K -6,669 -33%
Corient Private Wealth
158
Corient Private Wealth
Florida
$452K +$457K +13,797 New
CLG
159
Cooperman Leon G
$410K
NL
160
NVWM LLC
Pennsylvania
$397K +$402K +12,118 New
IFO
161
Independent Family Office
New York
$384K
DWM
162
Dorchester Wealth Management
Quebec, Canada
$383K +$31.5K +950 +9%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$376K -$47.9K -1,445 -11%
SAG
164
SageView Advisory Group
California
$374K +$379K +11,430 New
CPC
165
Cookson Peirce & Co
Pennsylvania
$374K +$795 +24 +0.2%
CW
166
CreativeOne Wealth
Kansas
$371K +$376K +11,341 New
PTC
167
Private Trust Company
Ohio
$369K -$38.2K -1,153 -9%
Vontobel Holding
168
Vontobel Holding
Switzerland
$367K
EPA
169
Element Pointe Advisors
Florida
$360K -$6.84M -206,575 -95%
CW
170
Connectus Wealth
Ohio
$351K -$8.73M -263,605 -96%
AI
171
AXS Investments
New York
$350K
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$333K
Luther King Capital Management (LKCM)
173
Luther King Capital Management (LKCM)
Texas
$322K
CA
174
Cetera Advisors
Colorado
$319K +$323K +9,740 New
AG
175
Ascent Group
Virginia
$318K -$9.11K -275 -3%

EWC Hedge Fund Activity: Q4 2022 in Review

283 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Canada ETF (EWC) for Q4 2022, worth a combined $2.61B — up 7.3% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EWC positions and 37 closed out — a net gain of 14 holders — while 83 added to existing stakes and 91 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $142M. The largest seller was Prudential Financial, exiting entirely with an estimated $43.5M sold.

  • 283 institutional investors held iShares MSCI Canada ETF (EWC) as of Q4 2022, up from 277 in Q3 2022.
  • Funds reported $2.61B of iShares MSCI Canada ETF stock for Q4 2022, up 7.3% quarter-over-quarter.
  • 51 funds opened new iShares MSCI Canada ETF positions in Q4 2022 and 37 closed out, a net change of +14 holders.
  • The largest iShares MSCI Canada ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $142M added.
  • The largest iShares MSCI Canada ETF seller in Q4 2022 was Prudential Financial, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2022.