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iShares MSCI Sweden ETF

81 hedge funds and large institutions have $368M invested in iShares MSCI Sweden ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $318M → $368M (+$49.8M)

1.54% more ownership

Funds ownership: 63.17%64.72% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding

Funds holding: 8181 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $483K

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
18
Increased
26
Reduced
24
Closed
18
Calls
Puts
$483K
Net Calls
-$483K
Net Calls Change
-$691K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Curian Capital
Colorado
$1.85M +$27K +759 +2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.83M +$843K +23,696 +90%
Stifel Financial
28
Stifel Financial
Missouri
$1.83M +$1.78M +50,032 New
Axa
29
Axa
France
$1.82M
CCT
30
Country Club Trust
Missouri
$1.52M +$1.48M +41,649 New
BIA
31
Biondo Investment Advisors
Pennsylvania
$1.52M +$313K +8,795 +27%
DADC
32
D.A. Davidson & Co
Montana
$1.36M +$38.4K +1,080 +3%
SB
33
Suntrust Banks
Georgia
$1.36M +$444K +12,475 +51%
1GA
34
1st Global Advisors
Texas
$1.24M +$12.2K +344 +1%
CA
35
Cumberland Advisors
Florida
$1.22M -$2.16M -60,615 -65%
LPL Financial
36
LPL Financial
California
$1.22M -$149K -4,180 -11%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$1.03M +$86.3K +2,425 +9%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$953K +$56.6K +1,590 +7%
WA
39
WESPAC Advisors
California
$930K +$46.6K +1,310 +5%
BKBG
40
BHF Kleinwort Benson Group
Belgium
$796K +$774K +21,750 New
SG Americas Securities
41
SG Americas Securities
New York
$792K
Ameriprise
42
Ameriprise
Minnesota
$791K +$491K +13,803 +177%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$747K +$110K +3,083 +18%
JP Morgan Chase
44
JP Morgan Chase
New York
$705K -$280K -7,860 -29%
PAI
45
Pittenger & Anderson Inc
Nebraska
$494K +$71.2K +2,000 +17%
GAM
46
Gemmer Asset Management
California
$446K +$434K +12,186 New
RIL
47
Rothschild Investment LLC
Illinois
$443K -$67.8K -1,905 -14%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$406K -$44.7K -1,256 -10%
GEM
49
Global Endowment Management
North Carolina
$406K
DWA
50
Dorsey Wright & Associates
California
$395K +$384K +10,793 New

EWD Hedge Fund Activity: Q1 2014 in Review

81 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q1 2014, worth a combined $368M — up 16% from $318M a quarter earlier.

Fund positioning in EWD was balanced in Q1 2014: 18 funds opened new positions, 18 closed out, 26 added to existing stakes and 24 trimmed.

The largest buyer was Accuvest Global Advisors, adding an estimated $14.6M. The largest seller was Wells Fargo, cutting an estimated $4.84M.

  • 81 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $368M of iShares MSCI Sweden ETF stock for Q1 2014, up 16% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Sweden ETF positions in Q1 2014 and 18 closed out, a net change of 0 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q1 2014 was Accuvest Global Advisors, an estimated $14.6M added.
  • The largest iShares MSCI Sweden ETF seller in Q1 2014 was Wells Fargo, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2014.