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iShares MSCI Italy ETF
EWI

63 hedge funds and large institutions have $142M invested in iShares MSCI Italy ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.39% less ownership

Funds ownership: 62.85% → 60.46% (-2.4%)

13% less funds holding

Funds holding: 72 → 63 (-9)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

42% less capital invested

Capital invested by funds: $246M → $142M (-$104M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.12M

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
15
Reduced
18
Closed
25
Calls
–
Puts
$4.12M
Net Calls
-$4.12M
Net Calls Change
-$3.26M

Top Buyers

1
BlackRock
BlackRock
New York
+$20.1M
2
SG Americas Securities
SG Americas Securities
New York
+$17M
3
Ameriprise
Ameriprise
Minnesota
+$3.76M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$3.02M
5
LPL Financial
LPL Financial
California
+$2.96M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$75.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$34M
3
Goldman Sachs
Goldman Sachs
New York
-$11.7M
4
Morgan Stanley
Morgan Stanley
New York
-$7.62M
5
PL
Polianta Ltd
Jersey
-$7.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
76
Evergreen Capital Management
Washington
– -$554K -19,935 Closed
MWM
77
Merriman Wealth Management
Washington
– -$550K -19,800 Closed
TAMH
78
Taikang Asset Management (HK)
Hong Kong
– -$544K -19,587 Closed
W
79
WealthOne
New York
– -$291K -10,471 Closed
EF
80
Empirical Finance
Pennsylvania
– -$265K -9,518 Closed
ACP
81
Aveo Capital Partners
Colorado
– -$212K -7,631 Closed
RIA
82
Regal Investment Advisors
Michigan
– -$205K -7,378 Closed
CG
83
Cutler Group
California
– -$24.7K -899 Closed
DWM
84
Destination Wealth Management
California
– -$14K -500 Closed
SQA
85
Simon Quick Advisors
New Jersey
– -$14K -500 Closed
CA
86
Cetera Advisors
Colorado
– -$6K -220 Closed
WCM
87
WealthBridge Capital Management
Ohio
– -$4K -164 Closed
FHB
88
First Hawaiian Bank
Hawaii
– -$3K -100 Closed
1 2 3
4

EWI Hedge Fund Activity: Q2 2019 in Review

63 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Italy ETF (EWI) for Q2 2019, worth a combined $142M — down 42% from $246M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EWI and 18 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was BlackRock, adding an estimated $20.1M. The largest seller was AssetMark Inc, exiting entirely with an estimated $75.9M sold.

  • 63 institutional investors held iShares MSCI Italy ETF (EWI) as of Q2 2019, down from 72 in Q1 2019.
  • Funds reported $142M of iShares MSCI Italy ETF stock for Q2 2019, down 42% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Italy ETF positions in Q2 2019 and 25 closed out, a net change of -7 holders.
  • The largest iShares MSCI Italy ETF buyer in Q2 2019 was BlackRock, an estimated $20.1M added.
  • The largest iShares MSCI Italy ETF seller in Q2 2019 was AssetMark Inc, an estimated $75.9M sold.

Based on aggregated 13F filings for Q2 2019.