iShares MSCI Sweden ETF
EWD
60 hedge funds and large institutions have $185M invested in iShares MSCI Sweden ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 25 closing their positions.
2.93% less ownership
Funds ownership: 60.73% → 57.79% (-2.9%)
16% less capital invested
Capital invested by funds: $220M → $185M (-$35.3M)
21% less funds holding
Funds holding: 76 → 60 (-16)
60% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 25
64% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4M |
| 2 |
BAM
Baring Asset Management
London,
United Kingdom
|
+$2.87M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.55M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.35M |
| 5 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.58M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$6.27M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.74M |
| 4 |
Goldman Sachs
New York
|
-$5.2M |
| 5 |
LPL Financial
San Diego,
California
|
-$5.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
76
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$4K | -125 | Closed |
|
|
PMFA
77
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -104 | Closed |
|
78
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -103 | Closed |
|
|
CFG
79
Citizens Financial Group
Providence,
Rhode Island
| – | -$3K | -100 | Closed |
|
80
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -21 | Closed |
|
|
ACS
81
Archford Capital Strategies
Swansea,
Illinois
| – | -$1K | -13 | Closed |
|
|
GBBWRPM
82
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | +$694 | +25 | New |
|
EWD Hedge Fund Activity: Q1 2016 in Review
60 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q1 2016, worth a combined $185M — down 16% from $220M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of EWD and 9 opened new positions — a net loss of 16 holders — while 25 trimmed existing stakes and 10 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $4M. The largest seller was Wells Fargo, cutting an estimated $9.58M.
- 60 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q1 2016, down from 76 in Q4 2015.
- Funds reported $185M of iShares MSCI Sweden ETF stock for Q1 2016, down 16% quarter-over-quarter.
- 9 funds opened new iShares MSCI Sweden ETF positions in Q1 2016 and 25 closed out, a net change of -16 holders.
- The largest iShares MSCI Sweden ETF buyer in Q1 2016 was Bank of Montreal, an estimated $4M added.
- The largest iShares MSCI Sweden ETF seller in Q1 2016 was Wells Fargo, an estimated $9.58M sold.
Based on aggregated 13F filings for Q1 2016.