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iShares MSCI Sweden ETF

81 hedge funds and large institutions have $318M invested in iShares MSCI Sweden ETF in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding

Funds holding: 8181 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.26% less ownership

Funds ownership: 64.43%63.17% (-1.3%)

94% less capital invested

Capital invested by funds: $5.66B → $318M (-$5.34B)

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
31
Reduced
16
Closed
19
Calls
$208K
Puts
Net Calls
+$208K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$67.7M +$2.47M +72,167 +4%
Bank of America
2
Bank of America
North Carolina
$43.5M +$6.25M +183,045 +18%
PVH
3
Psagot Value Holdings
Israel
$37.7M +$3.05M +89,154 +9%
Morgan Stanley
4
Morgan Stanley
New York
$34.4M +$356K +10,412 +1%
RCYC
5
Richard C. Young & Co
Rhode Island
$21.1M -$398K -11,664 -2%
U
6
UBS
Switzerland
$17.4M +$3.43M +100,337 +26%
SOMRS
7
State of Michigan Retirement System
Michigan
$12.9M
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.72M +$481K +14,094 +6%
SFI
9
SPC Financial Inc
Maryland
$7.84M -$23.9K -700 -0.3%
LTI
10
Laffer Tengler Investments
Tennessee
$5.51M +$5.26M +153,867 New
JIR
11
James Investment Research
Ohio
$4.85M +$150K +4,388 +3%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$3.77M +$161K +4,726 +5%
ZIM
13
Zacks Investment Management
Illinois
$3.72M +$121K +3,534 +4%
CA
14
Cumberland Advisors
Florida
$3.37M -$1.31M -38,320 -29%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.77M -$1.02M -29,827 -28%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$2.75M -$41.5K -1,214 -2%
MAA
17
Managed Account Advisors
New Jersey
$2.67M +$1.2M +35,051 +89%
RJA
18
Raymond James & Associates
Florida
$2.31M +$598K +17,501 +37%
BTS
19
BB&T Securities
Virginia
$2.19M +$239 +7 +0.1%
AGA
20
Accuvest Global Advisors
Utah
$2.1M +$2M +58,555 New
CC
21
Curian Capital
Colorado
$1.78M +$8.95K +262 +0.5%
Axa
22
Axa
France
$1.78M -$3.01M -88,184 -64%
HSA
23
Hussman Strategic Advisors
Maryland
$1.77M +$1.69M +49,500 New
FTUS
24
Flow Traders U.S.
New York
$1.66M +$989K +28,956 +166%
GA
25
Gateway Advisory
New Jersey
$1.5M +$19.6K +573 +1%

EWD Hedge Fund Activity: Q4 2013 in Review

81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q4 2013, worth a combined $318M — down 94% from $5.66B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EWD positions and 19 closed out — a net gain of 1 holder — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $6.25M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $10.6M sold.

  • 81 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $318M of iShares MSCI Sweden ETF stock for Q4 2013, down 94% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Sweden ETF positions in Q4 2013 and 19 closed out, a net change of +1 holder.
  • The largest iShares MSCI Sweden ETF buyer in Q4 2013 was Bank of America, an estimated $6.25M added.
  • The largest iShares MSCI Sweden ETF seller in Q4 2013 was Clark Capital Management Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2013.