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iShares MSCI Sweden ETF
EWD

75 hedge funds and large institutions have $146M invested in iShares MSCI Sweden ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

4% more funds holding

Funds holding: 72 → 75 (+3)

3% less capital invested

Capital invested by funds: $150M → $146M (-$4.22M)

2.52% less ownership

Funds ownership: 46.42% → 43.9% (-2.5%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

81% less call options, than puts

Call options by funds: $16K | Put options by funds: $83K

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
14
Reduced
18
Closed
17
Calls
$16K
Puts
$83K
Net Calls
-$67K
Net Calls Change
+$140K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.06M
2
UBS Group
UBS Group
Switzerland
+$3.04M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.01M
4
SC
Syon Capital
California
+$1.96M
5
IC
Innealta Capital
Texas
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$30M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.63M
3
Millennium Management
Millennium Management
New York
-$2.68M
4
Bank of America
Bank of America
North Carolina
-$2.28M
5
IAIM
International Assets Investment Management
Florida
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K – – –
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$12.7K +$1.43K +41 +15%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$10.3K +$8.18K +234 +900%
VWM
54
Venturi Wealth Management
Texas
$7.54K – – –
PCM
55
Penserra Capital Management
California
$7K +$6.78K +194 New
Comerica Bank
56
Comerica Bank
Texas
$5.33K – – –
ASN
57
Advisory Services Network
Georgia
$4.86K +$4.3K +123 New
HCP
58
Hexagon Capital Partners
Arkansas
$4.82K -$2.55K -73 -37%
IGWM
59
ICA Group Wealth Management
Colorado
$3.35K +$2.97K +85 New
PTC
60
Private Trust Company
Ohio
$3.04K -$245 -7 -8%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Osaic Holdings
62
Osaic Holdings
Arizona
$2.56K -$10.6K -304 -82%
HI
63
Harbour Investments
Wisconsin
$2.29K – – –
WIA
64
Wetzel Investment Advisors
Indiana
$2K +$1.5K +43 New
CG
65
Cutler Group
California
$2K +$2.31K +66 New
MSWM
66
McGlone Suttner Wealth Management
Wisconsin
$1.33K +$1.19K +34 New
BL
67
Balentine LLC
Georgia
$632 – – –
HI
68
Horizon Investments
North Carolina
$553 +$490 +14 New
PS
69
Principal Securities
Iowa
$395 +$350 +10 New
Barclays
70
Barclays
United Kingdom
$355 – – –
Toronto Dominion Bank
71
Toronto Dominion Bank
Ontario, Canada
$355 – – –
LF
72
Lee Financial
Texas
$316 – – –
SIS
73
Sound Income Strategies
Florida
$316 +$280 +8 New
NC
74
NewSquare Capital
Pennsylvania
$197 – – –
FGAM
75
Financial Gravity Asset Management
Texas
$18 – – –
1 2
3
4

EWD Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q4 2023, worth a combined $146M — down 2.8% from $150M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EWD positions and 17 closed out — a net gain of 3 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.06M. The largest seller was Jane Street, cutting an estimated $30M.

  • 75 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $146M of iShares MSCI Sweden ETF stock for Q4 2023, down 2.8% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Sweden ETF positions in Q4 2023 and 17 closed out, a net change of +3 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.06M added.
  • The largest iShares MSCI Sweden ETF seller in Q4 2023 was Jane Street, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2023.