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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
CT
76
Caldwell Trust
Florida
$1.13K +$1.14K +32 New
FA
77
Fiduciary Alliance
South Carolina
$744 +$750 +21 New
BL
78
Balentine LLC
Georgia
$567
NRG
79
Nemes Rush Group
Michigan
$567 +$572 +16 New
Barclays
80
Barclays
United Kingdom
$319
CA
81
Clearstead Advisors
Ohio
$248 +$250 +7 New
NC
82
NewSquare Capital
Pennsylvania
$177
DS
83
DRW Securities
Illinois
-$2.43M -68,334 Closed
SIC
84
Shoker Investment Counsel
Ohio
-$1.65M -46,325 Closed
PFO
85
Pathstone Family Office
New Jersey
-$1,000K -28,124 Closed
RJA
86
Raymond James & Associates
Florida
-$466K -13,106 Closed
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
-$455 -12,806 Closed
JWM
88
Jessup Wealth Management
Ohio
-$420K -11,804 Closed
TSS
89
Two Sigma Securities
New York
-$269K -7,582 Closed
Renaissance Technologies
90
Renaissance Technologies
New York
-$217K -6,100 Closed
William Blair & Company
91
William Blair & Company
Illinois
-$3.45K -97 Closed
BTI
92
Blue Trust Inc
Georgia
-$2K -64 Closed
ASN
93
Advisory Services Network
Georgia
-$2.17K -61 Closed
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
-$1.53K -43 Closed
FGAM
95
Financial Gravity Asset Management
Texas
-$9 -36 Closed
HI
96
Horizon Investments
North Carolina
-$213 -6 Closed
GI
97
Gradient Investments
Minnesota
-$178 -5 Closed
C
98
Covestor
United Kingdom
+$357 +10 New

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.