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iShares MSCI Italy ETF
EWI

75 hedge funds and large institutions have $156M invested in iShares MSCI Italy ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

1% more funds holding

Funds holding: 74 → 75 (+1)

10.91% less ownership

Funds ownership: 65.53% → 54.62% (-11%)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

22% less capital invested

Capital invested by funds: $199M → $156M (-$43.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $163K

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
19
Reduced
24
Closed
12
Calls
–
Puts
$163K
Net Calls
-$163K
Net Calls Change
-$315K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.3M
2
MWM
Moran Wealth Management
Florida
+$7.44M
3
NC
NewSquare Capital
Pennsylvania
+$3.68M
4
Bank of America
Bank of America
North Carolina
+$2.37M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$32.1M
2
TCM
Tradewinds Capital Management
Washington
-$26.3M
3
FTUS
Flow Traders U.S.
New York
-$13.5M
4
OMC
Old Mission Capital
Illinois
-$4.78M
5
HH
Hilltop Holdings
Texas
-$4.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
EE
26
EWG Elevate
California
$776K -$142K -4,476 -16%
MLM
27
Mount Lucas Management
Pennsylvania
$740K -$35.8K -1,129 -5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$696K -$2.24M -70,473 -77%
ITB
29
Idaho Trust Bank
Idaho
$655K +$8.89K +280 +1%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$641K +$600K +18,900 New
OMC
31
Old Mission Capital
Illinois
$617K -$4.78M -150,511 -89%
DGAM
32
Desjardins Global Asset Management
Quebec, Canada
$535K +$39.7K +1,250 +9%
SJL
33
Shayne & Jacobs LLC
Tennessee
$494K – – –
KF
34
KKM Financial
Illinois
$456K +$449K +14,143 New
TCOO
35
Trust Company of Oklahoma
Oklahoma
$405K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$396K +$370K +11,662 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$368K -$19.6K -618 -5%
GEM
38
Global Endowment Management
North Carolina
$339K – – –
HCM
39
Hollencrest Capital Management
California
$339K – – –
GCP
40
GSA Capital Partners
United Kingdom
$319K +$298K +9,401 New
HP
41
Hilltop Partners
Indiana
$305K -$146K -4,586 -34%
HPM
42
Hudson Portfolio Management
New York
$245K – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$242K +$6.7K +211 +3%
Creative Planning
44
Creative Planning
Kansas
$235K -$7.78K -245 -3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$213K – – –
Stifel Financial
46
Stifel Financial
Missouri
$205K +$192K +6,039 New
RWP
47
RWA Wealth Partners
Massachusetts
$202K +$189K +5,961 New
FTUS
48
Flow Traders U.S.
New York
$201K -$13.5M -424,855 -99%
S
49
SignatureFD
Georgia
$197K – – –
GRP
50
Global Retirement Partners
California
$115K +$76.2K +2,402 +230%
1
2
3 4

EWI Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Italy ETF (EWI) for Q4 2023, worth a combined $156M — down 22% from $199M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EWI positions and 12 closed out — a net gain of 4 holders — while 19 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.3M. The largest seller was Jane Street, cutting an estimated $32.1M.

  • 75 institutional investors held iShares MSCI Italy ETF (EWI) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $156M of iShares MSCI Italy ETF stock for Q4 2023, down 22% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Italy ETF positions in Q4 2023 and 12 closed out, a net change of +4 holders.
  • The largest iShares MSCI Italy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $15.3M added.
  • The largest iShares MSCI Italy ETF seller in Q4 2023 was Jane Street, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2023.