We are live on ! Find out more
EWD icon

iShares MSCI Sweden ETF

63 hedge funds and large institutions have $190M invested in iShares MSCI Sweden ETF in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $186M → $190M (+$3.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2.81% less ownership

Funds ownership: 54.79%51.98% (-2.8%)

3% less funds holding

Funds holding: 6563 (-2)

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
16
Reduced
16
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
1
Psagot Value Holdings
Israel
$34.5M +$1.27M +38,542 +4%
MAA
2
Managed Account Advisors
New Jersey
$33.6M +$9.85M +300,044 +43%
Bank of America
3
Bank of America
North Carolina
$27.4M -$2.81M -85,499 -9%
SOMRS
4
State of Michigan Retirement System
Michigan
$12.1M
KHLMVGHM
5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.3M
AGA
6
Accuvest Global Advisors
Utah
$7.76M -$6.46M -196,788 -46%
GH
7
GAM Holding
Switzerland
$6.74M
Wells Fargo
8
Wells Fargo
California
$6.49M +$4.07M +124,104 +178%
SG Americas Securities
9
SG Americas Securities
New York
$6.09M +$5.29M +161,263 +786%
Morgan Stanley
10
Morgan Stanley
New York
$5.48M -$173K -5,256 -3%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$4.44M +$985K +30,015 +29%
KHLMTHM
12
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.05M
WOA
13
Water Oak Advisors
Florida
$3.83M -$7.8M -237,525 -67%
Goldman Sachs
14
Goldman Sachs
New York
$3.05M +$2.13M +64,783 +246%
ZIM
15
Zacks Investment Management
Illinois
$2.85M +$646K +19,670 +30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.1M +$893K +27,213 +77%
CC
17
Curian Capital
Colorado
$2.03M -$156K -4,762 -7%
DSAM
18
Dock Street Asset Management
Florida
$2.02M +$1.98M +60,392 New
UBS Group
19
UBS Group
Switzerland
$1.93M -$433K -13,173 -19%
Axa
20
Axa
France
$1.66M
HighTower Advisors
21
HighTower Advisors
Illinois
$1.46M +$1.44M +43,739 New
BAM
22
Baring Asset Management
United Kingdom
$952K +$327K +9,958 +54%
RG
23
Rathbones Group
United Kingdom
$789K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$770K +$41.5K +1,265 +6%
JP Morgan Chase
25
JP Morgan Chase
New York
$593K +$581K +17,691 New

EWD Hedge Fund Activity: Q1 2015 in Review

63 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q1 2015, worth a combined $190M — up 1.9% from $186M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EWD and 15 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 16 added.

The largest buyer was Managed Account Advisors, adding an estimated $9.85M. The largest seller was Jane Street, exiting entirely with an estimated $9.1M sold.

  • 63 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q1 2015, down from 65 in Q4 2014.
  • Funds reported $190M of iShares MSCI Sweden ETF stock for Q1 2015, up 1.9% quarter-over-quarter.
  • 15 funds opened new iShares MSCI Sweden ETF positions in Q1 2015 and 16 closed out, a net change of -1 holder.
  • The largest iShares MSCI Sweden ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $9.85M added.
  • The largest iShares MSCI Sweden ETF seller in Q1 2015 was Jane Street, an estimated $9.1M sold.

Based on aggregated 13F filings for Q1 2015.