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iShares MSCI Sweden ETF

78 hedge funds and large institutions have $215M invested in iShares MSCI Sweden ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

5% more funds holding

Funds holding: 7478 (+4)

8.94% less ownership

Funds ownership: 55.72%46.79% (-8.9%)

37% less capital invested

Capital invested by funds: $343M → $215M (-$128M)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
14
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
51
Castleview Partners
Texas
$17.7K +$13.9K +393 +104%
FMP
52
Financial Management Professionals
Texas
$15K
MA
53
Montag & Associates
Georgia
$14K
PTC
54
Private Trust Company
Ohio
$12K +$14.5K +410 New
Deutsche Bank
55
Deutsche Bank
Germany
$11K +$12.3K +349 New
SFCL
56
Strengthening Families & Communities LLC
Massachusetts
$9K
ATC
57
Adirondack Trust Company
New York
$9K +$10.6K +300 New
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$6K -$248 -7 -4%
AF
59
Allworth Financial
California
$4K +$4.56K +129 New
HCP
60
Hexagon Capital Partners
Arkansas
$3K -$7.64K -216 -65%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$3K -$1.63K -46 -29%
IA
62
IFP Advisors
Florida
$3K
BFEC
63
Benjamin F. Edwards & Company
Missouri
$3K +$2.97K +84 New
FBC
64
Fairfield, Bush & Co
Connecticut
$3K +$3.18K +90 New
BEI
65
Benjamin Edwards Inc
Missouri
$2K +$1.73K +49 New
HI
66
Harbour Investments
Wisconsin
$2K +$2.05K +58 New
FF
67
FourThought Financial
Florida
$2K +$2.72K +77 New
William Blair & Company
68
William Blair & Company
Illinois
$1K
AF
69
Advisornet Financial
Minnesota
$1K +$707 +20 New
TRCT
70
Tower Research Capital (TRC)
New York
$1K +$1.02K +29 New
HWMA
71
Heritage Wealth Management (Arizona)
Arizona
$365
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$318 +$215K +6,067 +152%
APA
73
American Portfolios Advisors
New York
$305
FGAM
74
Financial Gravity Asset Management
Texas
$8 -$636 -18 -23%
EVM
75
Eaton Vance Management
Massachusetts
-$1.45M -37,334 Closed

EWD Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q2 2022, worth a combined $215M — down 37% from $343M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EWD positions and 18 closed out — a net gain of 4 holders — while 14 added to existing stakes and 27 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $14M. The largest seller was Wells Fargo, cutting an estimated $66.5M.

  • 78 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q2 2022, up from 74 in Q1 2022.
  • Funds reported $215M of iShares MSCI Sweden ETF stock for Q2 2022, down 37% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Sweden ETF positions in Q2 2022 and 18 closed out, a net change of +4 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q2 2022 was Pathstone Family Office, an estimated $14M added.
  • The largest iShares MSCI Sweden ETF seller in Q2 2022 was Wells Fargo, an estimated $66.5M sold.

Based on aggregated 13F filings for Q2 2022.