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iShares MSCI Italy ETF

74 hedge funds and large institutions have $181M invested in iShares MSCI Italy ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

52% more capital invested

Capital invested by funds: $119M → $181M (+$62M)

30% more funds holding

Funds holding: 5774 (+17)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

5.27% more ownership

Funds ownership: 58.64%63.91% (+5.3%)

21% less call options, than puts

Call options by funds: $6.69M | Put options by funds: $8.5M

Holders
74
Holders Change
+17
Holders Change %
+29.82%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
16
Reduced
13
Closed
17
Calls
$6.69M
Puts
$8.5M
Net Calls
-$1.81M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$41.4M +$40.4M +1,359,526 New
Morgan Stanley
2
Morgan Stanley
New York
$18.9M +$1.84M +61,799 +11%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$12M +$11.7M +393,997 New
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$11.3M +$11M +370,859 New
CIBC World Market
5
CIBC World Market
Ontario, Canada
$9.12M +$1.1M +36,839 +14%
HP
6
Hilltop Partners
Indiana
$8.66M +$8.46M +284,521 New
PFO
7
Pathstone Family Office
New Jersey
$7.68M -$7.91M -265,896 -51%
EH
8
Equitable Holdings
New York
$6.09M -$827K -27,800 -12%
OBWG
9
Onyx Bridge Wealth Group
New York
$5.55M +$5.42M +182,413 New
MML Investors Services
10
MML Investors Services
Massachusetts
$5.54M +$5.41M +181,916 New
MRC
11
Millburn Ridgefield Corp
New York
$5.39M +$751K +25,249 +17%
CCA
12
Catalyst Capital Advisors
New York
$5.38M +$751K +25,272 +17%
BBVA
13
Banco Bilbao Vizcaya Argentaria
Spain
$5.33M +$5.21M +175,178 New
EE
14
EWG Elevate
California
$4.11M +$4.02M +135,117 New
SC
15
Sepio Capital
Utah
$3.11M +$3.04M +102,243 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.44M +$2.38M +80,021 New
AWS
17
Atria Wealth Solutions
New York
$2.01M +$1.96M +65,971 New
Jane Street
18
Jane Street
New York
$1.92M -$4.89M -164,511 -72%
SFP
19
Strategic Financial Partners
Oregon
$1.88M +$1.83M +61,620 New
HighTower Advisors
20
HighTower Advisors
Illinois
$1.87M +$295K +9,915 +19%
BlackRock
21
BlackRock
New York
$1.81M +$41.2K +1,386 +2%
MA
22
Mutual Advisors
Nebraska
$1.69M +$1.65M +55,616 New
Wells Fargo
23
Wells Fargo
California
$1.62M -$1.44M -48,358 -48%
ZIM
24
Zacks Investment Management
Illinois
$1.48M +$1.45M +48,748 New
GEM
25
Global Endowment Management
North Carolina
$1.4M +$693K +23,320 +103%

EWI Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Italy ETF (EWI) for Q1 2023, worth a combined $181M — up 52% from $119M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EWI positions and 17 closed out — a net gain of 17 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $40.4M. The largest seller was Bank of America, cutting an estimated $27.2M.

  • 74 institutional investors held iShares MSCI Italy ETF (EWI) as of Q1 2023, up from 57 in Q4 2022.
  • Funds reported $181M of iShares MSCI Italy ETF stock for Q1 2023, up 52% quarter-over-quarter.
  • 34 funds opened new iShares MSCI Italy ETF positions in Q1 2023 and 17 closed out, a net change of +17 holders.
  • The largest iShares MSCI Italy ETF buyer in Q1 2023 was Ameriprise, an estimated $40.4M added.
  • The largest iShares MSCI Italy ETF seller in Q1 2023 was Bank of America, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2023.