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iShares MSCI Sweden ETF

82 hedge funds and large institutions have $137M invested in iShares MSCI Sweden ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

5% less funds holding

Funds holding: 8682 (-4)

7.68% less ownership

Funds ownership: 58.54%50.86% (-7.7%)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

29% less capital invested

Capital invested by funds: $193M → $137M (-$55.7M)

97% less call options, than puts

Call options by funds: $22K | Put options by funds: $724K

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
20
Reduced
22
Closed
20
Calls
$22K
Puts
$724K
Net Calls
-$702K
Net Calls Change
-$533K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$66.9K +$39.6K +998 +126%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$61.2K -$1.72M -43,470 -96%
VCM
53
Versant Capital Management
Arizona
$44.8K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$38.7K -$1.51K -38 -4%
GRP
55
Global Retirement Partners
California
$30.2K +$32.1K +809 New
WSFS
56
Wilmington Savings Fund Society
Delaware
$21.1K
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$19.6K
MA
58
Montag & Associates
Georgia
$17.2K
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$2.22K +56 +14%
TRCT
60
Tower Research Capital (TRC)
New York
$16K -$119 -3 -0.7%
NB
61
NBT Bank
New York
$15.5K
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K
VWM
63
Venturi Wealth Management
Texas
$12.4K
Osaic Holdings
64
Osaic Holdings
Arizona
$10.3K +$2.26K +57 +26%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$8.66K +$8.72K +220 +1,833%
AG
66
AmeriFlex Group
Nevada
$8.18K +$7.93K +200 New
BIM
67
Breakwater Investment Management
Washington
$6.31K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.7K +68 +92%
Comerica Bank
69
Comerica Bank
Texas
$4.67K -$198 -5 -4%
CMA
70
Cedar Mountain Advisors
Oregon
$2.58K +$2.73K +69 New
PTC
71
Private Trust Company
Ohio
$2.17K +$2.3K +58 New
HNB
72
Huntington National Bank
Ohio
$2.02K
GWM
73
Geneos Wealth Management
Colorado
$1.9K
NRWA
74
North Ridge Wealth Advisors
Oregon
$1.31K +$1.39K +35 New
EPAM
75
Evelyn Partners Asset Management
$1.16K +$1.23K +31 New

EWD Hedge Fund Activity: Q4 2024 in Review

82 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q4 2024, worth a combined $137M — down 29% from $193M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWD and 16 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was LPL Financial, adding an estimated $5.26M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $9.63M sold.

  • 82 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q4 2024, down from 86 in Q3 2024.
  • Funds reported $137M of iShares MSCI Sweden ETF stock for Q4 2024, down 29% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Sweden ETF positions in Q4 2024 and 20 closed out, a net change of -4 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q4 2024 was LPL Financial, an estimated $5.26M added.
  • The largest iShares MSCI Sweden ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $9.63M sold.

Based on aggregated 13F filings for Q4 2024.