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iShares MSCI Italy ETF
EWI

75 hedge funds and large institutions have $352M invested in iShares MSCI Italy ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

0% more funds holding

Funds holding: 75 → 75 (0)

6% less capital invested

Capital invested by funds: $373M → $352M (-$21.6M)

6.27% less ownership

Funds ownership: 66.45% → 60.18% (-6.3%)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

28% less call options, than puts

Call options by funds: $6.55M | Put options by funds: $9.11M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
20
Increased
19
Reduced
25
Closed
15
Calls
$6.55M
Puts
$9.11M
Net Calls
-$2.56M
Net Calls Change
+$2.36M

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$27.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$24.4M
4
BlackRock
BlackRock
New York
+$6.02M
5
BCI
Brinker Capital Investments
Pennsylvania
+$4.53M

Top Sellers

Rank Fund Capital Flow
1
H
Hexavest
Quebec, Canada
-$89.5M
2
PVH
Psagot Value Holdings
Israel
-$15.2M
3
Goldman Sachs
Goldman Sachs
New York
-$7.76M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.05M
5
Calamos Advisors
Calamos Advisors
Illinois
-$4.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
26
Quattro Financial Advisors
Texas
$1.92M +$1.82M +74,360 New
UBS Group
27
UBS Group
Switzerland
$1.68M +$692K +28,288 +77%
Jane Street
28
Jane Street
New York
$1.33M +$1.26M +51,646 New
NSLI
29
Nan Shan Life Insurance
Taiwan
$1.04M – – –
IG
30
ING Group
Netherlands
$924K – – –
MWVC
31
Morgens Waterfall Vintiadis & Co
New York
$910K +$856K +35,000 New
LPL Financial
32
LPL Financial
California
$830K -$1.85M -75,786 -70%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$789K -$51.9K -2,121 -6%
Wolverine Trading
34
Wolverine Trading
Illinois
$718K +$685K +28,001 New
OAM
35
Oxford Asset Management
United Kingdom
$709K +$674K +27,553 New
JHIU
36
Janus Henderson Investors US
Colorado
$691K +$657K +26,854 New
GI
37
Glovista Investments
New Jersey
$688K +$91.3K +3,734 +16%
PTC
38
Private Trust Company
Ohio
$631K -$96.1K -3,929 -14%
Creative Planning
39
Creative Planning
Kansas
$621K -$504K -20,617 -46%
CIM
40
Cambria Investment Management
California
$595K -$48.6K -1,987 -8%
AGA
41
Accuvest Global Advisors
Utah
$540K +$513K +20,990 New
FCC
42
Florin Court Capital
United Kingdom
$432K +$411K +16,800 New
KM
43
Kalos Management
Georgia
$424K -$23.5K -962 -6%
Barclays
44
Barclays
United Kingdom
$402K +$375K +15,348 +5,972%
GEM
45
Global Endowment Management
North Carolina
$383K – – –
FSA
46
Financial Sense Advisors
California
$377K +$358K +14,635 New
HCM
47
Hollencrest Capital Management
California
$361K -$1.64M -67,000 -83%
AC
48
AFAM Capital
Texas
$340K -$213K -8,713 -40%
JP Morgan Chase
49
JP Morgan Chase
New York
$340K +$263K +10,743 +435%
AGM
50
Alpine Global Management
New York
$325K +$309K +12,632 New
1
2
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EWI Hedge Fund Activity: Q1 2017 in Review

75 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Italy ETF (EWI) for Q1 2017, worth a combined $352M — down 5.8% from $373M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EWI positions and 15 closed out — a net gain of 5 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $27.2M. The largest seller was Hexavest, cutting an estimated $89.5M.

  • 75 institutional investors held iShares MSCI Italy ETF (EWI) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $352M of iShares MSCI Italy ETF stock for Q1 2017, down 5.8% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Italy ETF positions in Q1 2017 and 15 closed out, a net change of +5 holders.
  • The largest iShares MSCI Italy ETF buyer in Q1 2017 was United Capital Financial Advisors, an estimated $27.2M added.
  • The largest iShares MSCI Italy ETF seller in Q1 2017 was Hexavest, an estimated $89.5M sold.

Based on aggregated 13F filings for Q1 2017.