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iShares MSCI Italy ETF

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: 7475 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.6M +$15.3M +483,667 +124%
BlackRock
2
BlackRock
New York
$19.3M +$2.08M +65,408 +13%
Ameriprise
3
Ameriprise
Minnesota
$13.6M -$1.4M -44,058 -10%
LPL Financial
4
LPL Financial
California
$11M +$1.54M +48,384 +18%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$8.94M -$85.5K -2,695 -1%
MWM
6
Moran Wealth Management
Florida
$7.96M +$7.44M +234,471 New
UBS Group
7
UBS Group
Switzerland
$6.44M +$931K +29,335 +18%
Jane Street
8
Jane Street
New York
$5.75M -$32.1M -1,012,054 -86%
NC
9
NewSquare Capital
Pennsylvania
$5.56M +$3.68M +115,887 +242%
EH
10
Equitable Holdings
New York
$5.4M -$398K -12,540 -7%
NP
11
Nilsine Partners
Colorado
$5.07M +$70K +2,205 +1%
SC
12
Sepio Capital
Utah
$3.23M -$1.69M -53,318 -36%
Bank of America
13
Bank of America
North Carolina
$3.23M +$2.37M +74,690 +366%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.78M +$1.69M +53,233 +186%
Wells Fargo
15
Wells Fargo
California
$2.73M -$1.69M -53,399 -40%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$2.31M +$2.16M +68,164 +1,704,100%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$1.97M +$1.84M +58,098 New
HighTower Advisors
18
HighTower Advisors
Illinois
$1.8M -$212K -6,688 -11%
IC
19
Innealta Capital
Texas
$1.72M -$253K -7,977 -14%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.5M +$1.38M +43,629 +10,007%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.48M +$1.38M +43,500 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.24M -$2.43M -76,684 -68%
ZIM
23
Zacks Investment Management
Illinois
$915K -$725K -22,858 -46%
IWC
24
Integrated Wealth Concepts
Massachusetts
$881K -$11.4K -358 -1%
DC
25
Davenport & Co
Virginia
$824K -$52.2K -1,645 -6%

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.