We are live on ! Find out more
EWL icon

iShares MSCI Switzerland ETF

118 hedge funds and large institutions have $5.94B invested in iShares MSCI Switzerland ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

985% more capital invested

Capital invested by funds: $548M → $5.94B (+$5.39B)

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

8% more funds holding

Funds holding: 109118 (+9)

7.69% less ownership

Funds ownership: 61.94%54.25% (-7.7%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $160K

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
22
Increased
36
Reduced
42
Closed
11
Calls
Puts
$160K
Net Calls
-$160K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$917K -$85K -2,816 -9%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$896K -$3.98K -132 -0.5%
CIA
53
CCM Investment Advisers
South Carolina
$889K
RIG
54
Roosevelt Investment Group
New York
$884K -$618K -20,482 -41%
GEM
55
Global Endowment Management
North Carolina
$784K
WA
56
WESPAC Advisors
California
$717K +$181K +6,006 +35%
MCM
57
Maryland Capital Management
Maryland
$669K
CIBC World Market
58
CIBC World Market
Ontario, Canada
$660K +$10.6K +352 +2%
SB
59
Suntrust Banks
Georgia
$653K +$96.2K +3,187 +18%
SAG
60
Sterne Agee Group
Alabama
$642K +$619K +20,519 New
MFO
61
Marcuard Family Office
Switzerland
$614K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$598K -$19.4M -643,144 -97%
BC
63
Brinker Capital
Pennsylvania
$566K -$49.4K -1,635 -8%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$525K +$507K +16,796 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$508K -$740K -24,519 -60%
TRCT
66
Tower Research Capital (TRC)
New York
$478K +$462K +15,296 New
EWA
67
Exencial Wealth Advisors
Oklahoma
$469K -$38.2K -1,266 -8%
FAAS
68
First Allied Advisory Services
California
$465K +$453K +15,020 New
IFS
69
Ifrah Financial Services
Arkansas
$460K +$3.86K +128 +0.9%
JMPWA
70
JP Morgan Private Wealth Advisors
California
$454K +$34.4K +1,141 +9%
BHWM
71
Bar Harbor Wealth Management
New Hampshire
$425K +$2.29K +76 +0.6%
RCYC
72
Richard C. Young & Co
Rhode Island
$395K +$10.8K +357 +3%
ACM
73
Argentus Capital Management
Texas
$389K -$92.8K -3,073 -20%
HighTower Advisors
74
HighTower Advisors
Illinois
$374K -$30.1K -998 -8%
Ameriprise
75
Ameriprise
Minnesota
$323K +$137K +4,529 +78%

EWL Hedge Fund Activity: Q3 2013 in Review

118 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q3 2013, worth a combined $5.94B — up 985% from $548M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EWL positions and 11 closed out — a net gain of 11 holders — while 36 added to existing stakes and 42 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $10.4M. The largest seller was Ronald Blue & Co, cutting an estimated $34.7M.

  • 118 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q3 2013, up from 109 in Q2 2013.
  • Funds reported $5.94B of iShares MSCI Switzerland ETF stock for Q3 2013, up 985% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Switzerland ETF positions in Q3 2013 and 11 closed out, a net change of +11 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q3 2013 was Flow Traders U.S., an estimated $10.4M added.
  • The largest iShares MSCI Switzerland ETF seller in Q3 2013 was Ronald Blue & Co, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2013.