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iShares MSCI Sweden ETF

84 hedge funds and large institutions have $127M invested in iShares MSCI Sweden ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 8284 (+2)

1% more capital invested

Capital invested by funds: $126M → $127M (+$983K)

6.44% less ownership

Funds ownership: 46.94%40.51% (-6.4%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.01M

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
16
Reduced
22
Closed
15
Calls
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$31.7K -$23.8K -665 -43%
JP Morgan Chase
52
JP Morgan Chase
New York
$31.5K -$168K -4,712 -84%
Citigroup
53
Citigroup
New York
$26.3K -$315K -8,802 -92%
GRP
54
Global Retirement Partners
California
$25.9K
TFGT
55
TS Financial Group (TSFG)
Illinois
$24K
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.6K
TRCT
57
Tower Research Capital (TRC)
New York
$19.1K +$1.47K +41 +8%
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$16.6K
MA
59
Montag & Associates
Georgia
$16.3K
PA
60
Parallel Advisors
California
$15.3K -$3.72K -104 -19%
CP
61
Castleview Partners
Texas
$13.4K
ATC
62
Adirondack Trust Company
New York
$10.7K
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$9.95K -$71 -2 -0.7%
VWM
64
Venturi Wealth Management
Texas
$6.77K
TFA
65
Toth Financial Advisory
Virginia
$5.31K +$5.36K +150 New
PTC
66
Private Trust Company
Ohio
$4.61K +$2.68K +75 +136%
GBT
67
Grove Bank & Trust
Florida
$3.54K
PCTC
68
Perkins Coie Trust Company
Washington
$3.54K +$3.57K +100 New
IGWM
69
ICA Group Wealth Management
Colorado
$3.01K +$3.04K +85 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$3K
HI
71
Harbour Investments
Wisconsin
$2.05K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$1.91K +$143 +4 +8%
IA
73
IFP Advisors
Florida
$1.74K -$715 -20 -29%
SMA
74
Sage Mountain Advisors
Georgia
$1.52K +$1.54K +43 New
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$1.13K

EWD Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q2 2023, worth a combined $127M — up 0.78% from $126M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EWD positions and 15 closed out — a net gain of 3 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.48M. The largest seller was CX Institutional, cutting an estimated $8.84M.

  • 84 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q2 2023, up from 82 in Q1 2023.
  • Funds reported $127M of iShares MSCI Sweden ETF stock for Q2 2023, up 0.78% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Sweden ETF positions in Q2 2023 and 15 closed out, a net change of +3 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q2 2023 was Ameriprise, an estimated $5.48M added.
  • The largest iShares MSCI Sweden ETF seller in Q2 2023 was CX Institutional, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2023.