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iShares MSCI Switzerland ETF

156 hedge funds and large institutions have $727M invested in iShares MSCI Switzerland ETF in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $488K | Put options by funds: $207K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more capital invested

Capital invested by funds: $616M → $727M (+$111M)

14% more funds holding

Funds holding: 137156 (+19)

1.06% less ownership

Funds ownership: 59.94%58.89% (-1.1%)

35% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 55

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
34
Increased
36
Reduced
55
Closed
13
Calls
$488K
Puts
$207K
Net Calls
+$281K
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$4.78M -$43.6K -1,130 -1%
MAM
27
Marotta Asset Management
Virginia
$4.75M +$4.5M +116,520 New
6M
28
6 Meridian
Kansas
$4.64M +$143K +3,705 +3%
Deutsche Bank
29
Deutsche Bank
Germany
$4.42M -$4.25K -110 -0.1%
Goldman Sachs
30
Goldman Sachs
New York
$4.17M +$472K +12,223 +14%
MLM
31
Mount Lucas Management
Pennsylvania
$4.11M -$102K -2,639 -3%
IC
32
Innealta Capital
Texas
$3.69M +$1.12M +28,991 +47%
MGWM
33
Marks Group Wealth Management
Minnesota
$3.64M +$3.46M +89,529 New
EE
34
EWG Elevate
California
$3.56M +$3.38M +87,650 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.53M -$1.08K -28 -0%
BHWA
36
Beacon Harbor Wealth Advisors
Virginia
$3.02M +$73.1K +1,893 +3%
ZIM
37
Zacks Investment Management
Illinois
$2.68M -$167K -4,325 -6%
LPL Financial
38
LPL Financial
California
$2.64M -$2.59M -66,944 -51%
CIBC World Market
39
CIBC World Market
Ontario, Canada
$2.62M -$76.3K -1,976 -3%
X
40
Xponance
Pennsylvania
$2.4M -$905K -23,446 -28%
BCV
41
Banque Cantonale Vaudoise
Switzerland
$2.22M +$2.1M +54,509 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$2.09M -$242K -6,256 -11%
ANTB
43
AMG National Trust Bank
Colorado
$2M -$3.49M -90,275 -65%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.99M -$798K -20,666 -30%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.77M +$1.51M +39,167 +887%
H
46
Hexavest
Quebec, Canada
$1.57M +$1.5M +38,721 New
SA
47
swisspartners Advisors
Switzerland
$1.52M +$1.44M +37,320 New
HSBC Holdings
48
HSBC Holdings
United Kingdom
$1.44M -$2.77M -71,742 -67%
RIM
49
Rampart Investment Management
Connecticut
$1.43M -$155K -4,007 -10%
VSWA
50
Vontobel Swiss Wealth Advisors
Switzerland
$1.39M +$117K +3,041 +10%