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iShares MSCI Sweden ETF

62 hedge funds and large institutions have $119M invested in iShares MSCI Sweden ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

27% more capital invested

Capital invested by funds: $93.2M → $119M (+$25.4M)

9% more funds holding

Funds holding: 5762 (+5)

14.21% less ownership

Funds ownership: 54.02%39.81% (-14%)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $240K

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
10
Reduced
17
Closed
11
Calls
Puts
$240K
Net Calls
-$240K
Net Calls Change
-$240K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$41.4M +$6.45M +185,476 +19%
JP Morgan Chase
2
JP Morgan Chase
New York
$11.9M +$11.6M +334,448 New
Morgan Stanley
3
Morgan Stanley
New York
$9.66M +$2.3M +66,065 +32%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.2M -$160K -4,589 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.42M +$3.56M +102,517 +455%
UBS Group
6
UBS Group
Switzerland
$3.88M +$1.96M +56,274 +105%
MGWM
7
Marks Group Wealth Management
Minnesota
$3.66M -$240K -6,913 -6%
MLM
8
Mount Lucas Management
Pennsylvania
$3.43M -$41.6K -1,197 -1%
EE
9
EWG Elevate
California
$3.43M +$3.37M +97,018 New
Wells Fargo
10
Wells Fargo
California
$3.25M -$11.6K -334 -0.4%
WOA
11
Water Oak Advisors
Florida
$3.11M +$1.69M +48,521 +123%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$2.9M +$2.59M +74,609 +1,011%
NVCHI
13
New Vernon Capital Holdings II
New Jersey
$2.83M +$2.78M +80,089 New
MRC
14
Millburn Ridgefield Corp
New York
$2.31M -$663K -19,071 -23%
CCA
15
Catalyst Capital Advisors
New York
$2.29M -$666K -19,151 -23%
Truist Financial
16
Truist Financial
North Carolina
$2.2M +$2.17M +62,370 New
6M
17
6 Meridian
Kansas
$1.31M -$49.5K -1,425 -4%
AGA
18
Accuvest Global Advisors
Utah
$1.28M +$1.25M +35,837 +11,269%
ECM
19
Evergreen Capital Management
Washington
$953K -$3.06K -88 -0.3%
FTUS
20
Flow Traders U.S.
New York
$892K +$878K +25,259 New
Ameriprise
21
Ameriprise
Minnesota
$819K -$17M -489,552 -95%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$765K +$753K +21,664 New
HSBC Holdings
23
HSBC Holdings
United Kingdom
$673K -$452 -13 -0.1%
MAM
24
Marotta Asset Management
Virginia
$535K -$1.33M -38,361 -72%
Citadel Advisors
25
Citadel Advisors
Florida
$421K +$414K +11,910 New

EWD Hedge Fund Activity: Q3 2020 in Review

62 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Sweden ETF (EWD) for Q3 2020, worth a combined $119M — up 27% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EWD positions and 11 closed out — a net gain of 5 holders — while 10 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $11.6M. The largest seller was Ameriprise, cutting an estimated $17M.

  • 62 institutional investors held iShares MSCI Sweden ETF (EWD) as of Q3 2020, up from 57 in Q2 2020.
  • Funds reported $119M of iShares MSCI Sweden ETF stock for Q3 2020, up 27% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Sweden ETF positions in Q3 2020 and 11 closed out, a net change of +5 holders.
  • The largest iShares MSCI Sweden ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $11.6M added.
  • The largest iShares MSCI Sweden ETF seller in Q3 2020 was Ameriprise, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2020.