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iShares MSCI Italy ETF
EWI

72 hedge funds and large institutions have $246M invested in iShares MSCI Italy ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

58% more capital invested

Capital invested by funds: $156M → $246M (+$90.5M)

13% more funds holding

Funds holding: 64 → 72 (+8)

1.16% less ownership

Funds ownership: 64.01% → 62.85% (-1.2%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

61% less call options, than puts

Call options by funds: $542K | Put options by funds: $1.4M

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
17
Reduced
20
Closed
12
Calls
$542K
Puts
$1.4M
Net Calls
-$859K
Net Calls Change
-$1.64M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$72.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$32.4M
3
PL
Polianta Ltd
Jersey
+$7.16M
4
Man Group
Man Group
United Kingdom
+$3.36M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$23.8M
2
Ameriprise
Ameriprise
Minnesota
-$15.8M
3
Morgan Stanley
Morgan Stanley
New York
-$5.46M
4
FTUS
Flow Traders U.S.
New York
-$4.88M
5
Jane Street
Jane Street
New York
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
26
Morningstar Investment Management
Illinois
$905K +$65.4K +2,474 +8%
6M
27
6 Meridian
Kansas
$815K +$39.5K +1,496 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$772K +$336K +12,697 +84%
PTC
29
Private Trust Company
Ohio
$595K -$93.1K -3,524 -14%
SG Americas Securities
30
SG Americas Securities
New York
$586K – – –
ECM
31
Evergreen Capital Management
Washington
$554K +$527K +19,935 New
MWM
32
Merriman Wealth Management
Washington
$550K +$523K +19,800 New
TAMH
33
Taikang Asset Management (HK)
Hong Kong
$544K – – –
WOA
34
Water Oak Advisors
Florida
$521K -$394K -14,910 -44%
MML Investors Services
35
MML Investors Services
Massachusetts
$503K +$135K +5,103 +39%
Nomura Asset Management
36
Nomura Asset Management
Japan
$500K +$476K +18,000 New
UBS Group
37
UBS Group
Switzerland
$488K -$682K -25,801 -60%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$454K -$80.6K -3,049 -16%
CP
39
Camelot Portfolios
Ohio
$428K +$18.1K +685 +5%
Prudential Financial
40
Prudential Financial
New Jersey
$417K +$26.4K +1,000 +7%
APW
41
Acima Private Wealth
Virginia
$389K +$225K +8,497 +154%
HCM
42
Hollencrest Capital Management
California
$383K – – –
NAM
43
NorthCoast Asset Management
Connecticut
$301K +$286K +10,819 New
BA
44
Ballew Advisors
Mississippi
$291K – – –
W
45
WealthOne
New York
$291K +$277K +10,471 New
EF
46
Empirical Finance
Pennsylvania
$265K – – –
FGAM
47
Financial Gravity Asset Management
Texas
$240K +$226K +8,559 New
IFS
48
Ifrah Financial Services
Arkansas
$233K -$766 -29 -0.3%
ACP
49
Aveo Capital Partners
Colorado
$212K +$202K +7,631 New
RIA
50
Regal Investment Advisors
Michigan
$205K +$195K +7,378 New
1
2
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EWI Hedge Fund Activity: Q1 2019 in Review

72 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Italy ETF (EWI) for Q1 2019, worth a combined $246M — up 58% from $156M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EWI positions and 12 closed out — a net gain of 9 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $72.2M. The largest seller was Goldman Sachs, cutting an estimated $23.8M.

  • 72 institutional investors held iShares MSCI Italy ETF (EWI) as of Q1 2019, up from 64 in Q4 2018.
  • Funds reported $246M of iShares MSCI Italy ETF stock for Q1 2019, up 58% quarter-over-quarter.
  • 21 funds opened new iShares MSCI Italy ETF positions in Q1 2019 and 12 closed out, a net change of +9 holders.
  • The largest iShares MSCI Italy ETF buyer in Q1 2019 was AssetMark Inc, an estimated $72.2M added.
  • The largest iShares MSCI Italy ETF seller in Q1 2019 was Goldman Sachs, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2019.