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iShares MSCI Canada ETF
EWC

238 hedge funds and large institutions have $1.62B invested in iShares MSCI Canada ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$229M)

7% more funds holding

Funds holding: 223 → 238 (+15)

3.09% less ownership

Funds ownership: 63.59% → 60.5% (-3.1%)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

50% less call options, than puts

Call options by funds: $33.5M | Put options by funds: $67.6M

Holders
238
Holders Change
+15
Holders Change %
+6.73%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
40
Increased
64
Reduced
72
Closed
22
Calls
$33.5M
Puts
$67.6M
Net Calls
-$34.1M
Net Calls Change
-$29M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$45.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$26M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19.4M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$12.3M
5
Millennium Management
Millennium Management
New York
+$11.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$89.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$9.66M
3
Ameriprise
Ameriprise
Minnesota
-$7.35M
4
Barclays
Barclays
United Kingdom
-$7.02M
5
Wells Fargo
Wells Fargo
California
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
201
Cedar Mountain Advisors
Oregon
$16K – – –
JFA
202
JNBA Financial Advisors
Minnesota
$16K – – –
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$13K -$7.62K -260 -37%
SWA
204
SOA Wealth Advisors
New York
$13K +$11.7K +400 New
NFSG
205
Newbridge Financial Services Group
Florida
$11K – – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$10K -$10.4K -354 -52%
CFA
207
Carroll Financial Associates
North Carolina
$10K – – –
SPIA
208
Steward Partners Investment Advisory
New York
$9K – – –
TWA
209
TCI Wealth Advisors
Arizona
$9K – – –
AF
210
Advisornet Financial
Minnesota
$8K -$359K -12,234 -98%
APC
211
Aspire Private Capital
North Carolina
$8K -$440 -15 -6%
ATC
212
Adirondack Trust Company
New York
$8K – – –
KCM
213
Kathmere Capital Management
Pennsylvania
$8K +$7.62K +260 New
BEI
214
Benjamin Edwards Inc
Missouri
$7K +$909 +31 +16%
APA
215
American Portfolios Advisors
New York
$6.38K – – –
BFG
216
Baron Financial Group
New Jersey
$6.17K – – –
IAIM
217
International Assets Investment Management
Florida
$6K +$5.92K +202 New
LS
218
Leelyn Smith
Illinois
$5K -$205 -7 -4%
NFG
219
Next Financial Group
Texas
$5K – – –
RG
220
Retirement Group
California
$5K – – –
GT
221
Glenmede Trust
Pennsylvania
$4K – – –
VFA
222
Valeo Financial Advisors
Indiana
$4K – – –
HI
223
Hudock Inc
Pennsylvania
$4K +$59 +2 +1%
SL
224
Savior LLC
Massachusetts
$3K – – –
MAM
225
Meeder Asset Management
Ohio
$3K +$2.93K +100 New
7 8
9
10 11

EWC Hedge Fund Activity: Q4 2020 in Review

238 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Canada ETF (EWC) for Q4 2020, worth a combined $1.62B — up 17% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EWC positions and 22 closed out — a net gain of 18 holders — while 64 added to existing stakes and 72 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $45.4M. The largest seller was Victory Capital Management, cutting an estimated $89.5M.

  • 238 institutional investors held iShares MSCI Canada ETF (EWC) as of Q4 2020, up from 223 in Q3 2020.
  • Funds reported $1.62B of iShares MSCI Canada ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 40 funds opened new iShares MSCI Canada ETF positions in Q4 2020 and 22 closed out, a net change of +18 holders.
  • The largest iShares MSCI Canada ETF buyer in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $45.4M added.
  • The largest iShares MSCI Canada ETF seller in Q4 2020 was Victory Capital Management, an estimated $89.5M sold.

Based on aggregated 13F filings for Q4 2020.