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iShares MSCI Sweden ETF
EWD

82 hedge funds and large institutions have $126M invested in iShares MSCI Sweden ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

9.06% more ownership

Funds ownership: 37.88% → 46.94% (+9.1%)

8% more funds holding

Funds holding: 76 → 82 (+6)

9% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $2.7M

2% more capital invested

Capital invested by funds: $123M → $126M (+$2.92M)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% 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
16
Reduced
23
Closed
13
Calls
$2.96M
Puts
$2.7M
Net Calls
+$256K
Net Calls Change
-$1.55M

Top Buyers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
+$9.91M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.3M
3
BlackRock
BlackRock
New York
+$4.91M
4
LPL Financial
LPL Financial
California
+$4.66M
5
Ameriprise
Ameriprise
Minnesota
+$3.17M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$20M
2
Jane Street
Jane Street
New York
-$6.63M
3
HighTower Advisors
HighTower Advisors
Illinois
-$6.31M
4
Millennium Management
Millennium Management
New York
-$4.08M
5
FTUS
Flow Traders U.S.
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MM
51
Main Management
California
$33K -$258K -7,387 -89%
GRP
52
Global Retirement Partners
California
$26.7K +$24.6K +704 +2,607%
TFGT
53
TS Financial Group (TSFG)
Illinois
$24K – – –
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K – – –
PA
55
Parallel Advisors
California
$19K +$18.7K +536 New
TRCT
56
Tower Research Capital (TRC)
New York
$18K +$593 +17 +4%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$16.6K – – –
MA
58
Montag & Associates
Georgia
$16.3K – – –
CP
59
Castleview Partners
Texas
$13.4K – – –
ATC
60
Adirondack Trust Company
New York
$10.7K – – –
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$10.1K +$733 +21 +8%
PFA
62
Pathway Financial Advisers
Indiana
$9.38K – – –
VWM
63
Venturi Wealth Management
Texas
$6.79K +$6.67K +191 New
GBT
64
Grove Bank & Trust
Florida
$3.55K +$3.49K +100 New
William Blair & Company
65
William Blair & Company
Illinois
$3.45K +$1.75K +50 +106%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
ASN
67
Advisory Services Network
Georgia
$2.17K -$19.8K -566 -90%
HI
68
Harbour Investments
Wisconsin
$2.06K – – –
BTI
69
Blue Trust Inc
Georgia
$2K +$2.23K +64 New
PTC
70
Private Trust Company
Ohio
$1.96K +$1.92K +55 New
IA
71
IFP Advisors
Florida
$1.85K -$1.26K -36 -34%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$1.78K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.53K +$1.5K +43 New
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$1.14K – – –
BL
75
Balentine LLC
Georgia
$569 – – –
1 2
3
4

EWD Hedge Fund Activity: Q1 2023 in Review

82 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q1 2023, worth a combined $126M — up 2.4% from $123M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EWD positions and 13 closed out — a net gain of 9 holders — while 16 added to existing stakes and 23 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $9.91M. The largest seller was Bank of America, cutting an estimated $20M.

  • 82 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $126M of iShares MSCI Sweden ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Sweden ETF positions in Q1 2023 and 13 closed out, a net change of +9 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q1 2023 was CX Institutional, an estimated $9.91M added.
  • The largest iShares MSCI Sweden ETF seller in Q1 2023 was Bank of America, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2023.