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iShares MSCI Switzerland ETF
EWL

130 hedge funds and large institutions have $768M invested in iShares MSCI Switzerland ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

28% more capital invested

Capital invested by funds: $599M → $768M (+$170M)

11.53% more ownership

Funds ownership: 50.75% → 62.28% (+12%)

4% more funds holding

Funds holding: 125 → 130 (+5)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
24
Increased
43
Reduced
28
Closed
17
Calls
–
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$204M
2
Wells Fargo
Wells Fargo
California
+$20.6M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$13.7M
4
Ameriprise
Ameriprise
Minnesota
+$13M
5
UBS AM
UBS AM
Illinois
+$9.83M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$71.4M
2
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$18.4M
3
PAG
Pinnacle Advisory Group
Maryland
-$15.2M
4
XGI
XL Group Investments
Bermuda
-$10.7M
5
H
Hexavest
Quebec, Canada
-$8.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$1.08M -$13.7K -398 -1%
Mariner
52
Mariner
Kansas
$1.02M – – –
PVH
53
Psagot Value Holdings
Israel
$946K -$71.4M -2,070,582 -99%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$908K – – –
GEM
55
Global Endowment Management
North Carolina
$878K – – –
Luther King Capital Management (LKCM)
56
Luther King Capital Management (LKCM)
Texas
$731K +$720K +20,874 New
BCI
57
Brinker Capital Investments
Pennsylvania
$718K – – –
LPC
58
Loeb Partners Corp
New York
$689K – – –
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$677K +$29.8K +864 +5%
RJA
60
Raymond James & Associates
Florida
$667K -$14.4K -419 -2%
VanEck Associates
61
VanEck Associates
New York
$653K +$191K +5,538 +42%
Toronto Dominion Bank
62
Toronto Dominion Bank
Ontario, Canada
$631K +$20K +581 +3%
GRP
63
Global Retirement Partners
California
$617K +$25.7K +745 +4%
PAG
64
Pinnacle Advisory Group
Maryland
$600K -$15.2M -441,017 -96%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$598K +$494K +14,326 +520%
IA
66
IFP Advisors
Florida
$549K -$85.5K -2,479 -14%
Axa
67
Axa
France
$487K – – –
Northern Trust
68
Northern Trust
Illinois
$447K +$21.1K +611 +5%
TSS
69
Two Sigma Securities
New York
$439K +$167K +4,832 +63%
PAG
70
Private Advisor Group
New Jersey
$427K +$421K +12,215 New
CC
71
Cedar Capital
Illinois
$390K +$133K +3,864 +53%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$364K +$140K +4,065 +58%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$360K -$14K -406 -4%
BHWM
74
Bar Harbor Wealth Management
New Hampshire
$356K +$1.07K +31 +0.3%
PBT
75
Pictet Bank & Trust
Bahamas
$347K – – –
1 2
3
4 5

EWL Hedge Fund Activity: Q3 2017 in Review

130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q3 2017, worth a combined $768M — up 28% from $599M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWL positions and 17 closed out — a net gain of 7 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $204M. The largest seller was Psagot Value Holdings, cutting an estimated $71.4M.

  • 130 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q3 2017, up from 125 in Q2 2017.
  • Funds reported $768M of iShares MSCI Switzerland ETF stock for Q3 2017, up 28% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Switzerland ETF positions in Q3 2017 and 17 closed out, a net change of +7 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q3 2017 was Bank of America, an estimated $204M added.
  • The largest iShares MSCI Switzerland ETF seller in Q3 2017 was Psagot Value Holdings, an estimated $71.4M sold.

Based on aggregated 13F filings for Q3 2017.