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iShares MSCI Sweden ETF

63 hedge funds and large institutions have $159M invested in iShares MSCI Sweden ETF in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

8% more capital invested

Capital invested by funds: $147M → $159M (+$11.8M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3.21% less ownership

Funds ownership: 52.09%48.88% (-3.2%)

5% less funds holding

Funds holding: 6663 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $341K

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
22
Reduced
18
Closed
14
Calls
Puts
$341K
Net Calls
-$341K
Net Calls Change
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$811K +$163K +5,356 +26%
RG
27
Rathbones Group
United Kingdom
$734K -$457 -15 -0.1%
Ameriprise
28
Ameriprise
Minnesota
$734K +$6.16K +202 +0.9%
ZIM
29
Zacks Investment Management
Illinois
$614K +$106K +3,480 +22%
GI
30
Glovista Investments
New Jersey
$599K +$577K +18,944 New
LPL Financial
31
LPL Financial
California
$564K +$99.9K +3,277 +22%
SCM
32
Stuyvesant Capital Management
New York
$560K +$540K +17,725 New
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
$558K +$539K +17,678 New
Prudential Financial
34
Prudential Financial
New Jersey
$505K
Axa
35
Axa
France
$392K -$232K -7,600 -38%
GEM
36
Global Endowment Management
North Carolina
$350K
BHWM
37
Bar Harbor Wealth Management
New Hampshire
$265K +$18.4K +603 +8%
Toronto Dominion Bank
38
Toronto Dominion Bank
Ontario, Canada
$236K +$81.1K +2,661 +55%
TIA
39
Tiemann Investment Advisors
California
$209K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$206K
DIA
41
Dana Investment Advisors
Wisconsin
$205K -$153K -5,006 -44%
FAM
42
Foresters Asset Management
Ontario, Canada
$177K +$45.7K +1,500 +56%
JIR
43
James Investment Research
Ohio
$79K -$20.9K -687 -22%
GAM
44
Gemmer Asset Management
California
$68K -$23.7K -778 -27%
AG
45
Advisor Group
Arizona
$49K +$1.98K +65 +4%
SQA
46
Simon Quick Advisors
New Jersey
$28K +$27.5K +902 New
EWM
47
Evercore Wealth Management
New York
$25K +$24.4K +800 New
TRCT
48
Tower Research Capital (TRC)
New York
$19K -$109K -3,570 -86%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$18K -$9.45K -310 -36%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$18K +$1.1K +36 +7%

EWD Hedge Fund Activity: Q1 2017 in Review

63 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q1 2017, worth a combined $159M — up 8% from $147M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EWD and 13 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 22 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $11.7M. The largest seller was Psagot Value Holdings, cutting an estimated $17.8M.

  • 63 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q1 2017, down from 66 in Q4 2016.
  • Funds reported $159M of iShares MSCI Sweden ETF stock for Q1 2017, up 8% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Sweden ETF positions in Q1 2017 and 14 closed out, a net change of -1 holder.
  • The largest iShares MSCI Sweden ETF buyer in Q1 2017 was Fidelity Investments, an estimated $11.7M added.
  • The largest iShares MSCI Sweden ETF seller in Q1 2017 was Psagot Value Holdings, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2017.