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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$375K -$269K -7,552 -42%
DIA
52
Dana Investment Advisors
Wisconsin
$324K -$48.7K -1,369 -13%
AIG
53
American International Group
New York
$323K +$27.2K +765 +10%
BHWM
54
Bar Harbor Wealth Management
New Hampshire
$308K +$1.07K +30 +0.4%
VFS
55
VSR Financial Services
Kansas
$307K -$10.2K -287 -3%
BCM
56
Bluefin Capital Management
New York
$300K +$259K +7,280 New
PFS
57
Prospera Financial Services
Texas
$285K +$58.3K +1,639 +27%
TRCT
58
Tower Research Capital (TRC)
New York
$264K +$257K +7,211 New
IPC
59
Independent Portfolio Consultants
Florida
$262K +$255K +7,170 New
CS
60
Credit Suisse
Switzerland
$251K +$244K +6,861 New
Toronto Dominion Bank
61
Toronto Dominion Bank
Ontario, Canada
$213K -$12.6K -354 -6%
NC
62
NewSquare Capital
Pennsylvania
$208K +$196K +5,517 +3,344%
GFM
63
Gramercy Funds Management
Connecticut
$161K -$1.2M -33,600 -88%
ST
64
Smithfield Trust
Pennsylvania
$99K +$96.1K +2,700 New
Citigroup
65
Citigroup
New York
$90K
WTC
66
WhitTier Trust Company
Nevada
$63K +$61K +1,714 New
SFSIG
67
San Francisco Sentry Investment Group
California
$59K
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$47K -$29.4K -827 -40%
VIA
69
Virtus Investment Advisers
Connecticut
$44K -$1.07K -30 -2%
Creative Planning
70
Creative Planning
Kansas
$40K +$15.7K +441 +67%
WA
71
WFG Advisors
Texas
$37K +$25.4K +715 +238%
H
72
Hexavest
Quebec, Canada
$32K
ATC
73
Adirondack Trust Company
New York
$30K
GT
74
Glenmede Trust
Pennsylvania
$29K
WRM
75
Westport Resources Management
Connecticut
$18K

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.