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iShares MSCI Sweden ETF

84 hedge funds and large institutions have $127M invested in iShares MSCI Sweden ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more call options, than puts

Call options by funds: $108K | Put options by funds: $4K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

12% more funds holding

Funds holding: 7584 (+9)

2.7% more ownership

Funds ownership: 43.9%46.59% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

13% less capital invested

Capital invested by funds: $146M → $127M (-$18.4M)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
18
Reduced
17
Closed
15
Calls
$108K
Puts
$4K
Net Calls
+$104K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$42.9K +$41.5K +1,074 New
MM
52
Main Management
California
$37K
Fidelity Investments
53
Fidelity Investments
Massachusetts
$28.8K +$17.8K +461 +177%
NP
54
NorthRock Partners
Minnesota
$27.5K +$4.57K +118 +21%
Comerica Bank
55
Comerica Bank
Texas
$23K +$17.1K +441 +327%
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$18.7K
MA
57
Montag & Associates
Georgia
$18.4K
CP
58
Castleview Partners
Texas
$15.1K
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$13.4K +$464 +12 +4%
Osaic Holdings
61
Osaic Holdings
Arizona
$10.5K +$7.58K +196 +297%
VWM
62
Venturi Wealth Management
Texas
$7.63K
BIM
63
Breakwater Investment Management
Washington
$6.75K +$6.54K +169 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$3.98K +$3.87K +100 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$3K
HI
66
Harbour Investments
Wisconsin
$2.32K
WIA
67
Wetzel Investment Advisors
Indiana
$1.65K
OHWP
68
Oak Harbor Wealth Partners
North Carolina
$999 +$967 +25 New
GRP
69
Global Retirement Partners
California
$959 -$40.8K -1,054 -98%
PTC
70
Private Trust Company
Ohio
$959 -$2.05K -53 -69%
BTI
71
Blue Trust Inc
Georgia
$919 +$890 +23 New
PS
72
Principal Securities
Iowa
$879 +$464 +12 +120%
BL
73
Balentine LLC
Georgia
$639
HI
74
Horizon Investments
North Carolina
$599 +$39 +1 +7%
ACA
75
Aptus Capital Advisors
Alabama
$599 +$580 +15 New

EWD Hedge Fund Activity: Q1 2024 in Review

84 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q1 2024, worth a combined $127M — down 13% from $146M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWD positions and 15 closed out — a net gain of 9 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $14.3M. The largest seller was Ameriprise, exiting entirely with an estimated $9.87M sold.

  • 84 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q1 2024, up from 75 in Q4 2023.
  • Funds reported $127M of iShares MSCI Sweden ETF stock for Q1 2024, down 13% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Sweden ETF positions in Q1 2024 and 15 closed out, a net change of +9 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $14.3M added.
  • The largest iShares MSCI Sweden ETF seller in Q1 2024 was Ameriprise, an estimated $9.87M sold.

Based on aggregated 13F filings for Q1 2024.