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iShares MSCI Switzerland ETF

131 hedge funds and large institutions have $446M invested in iShares MSCI Switzerland ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

4.3% less ownership

Funds ownership: 56.86%52.56% (-4.3%)

10% less funds holding

Funds holding: 145131 (-14)

23% less capital invested

Capital invested by funds: $582M → $446M (-$136M)

27% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 48

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.25M

Holders
131
Holders Change
-14
Holders Change %
-9.66%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
35
Reduced
48
Closed
31
Calls
Puts
$2.25M
Net Calls
-$2.25M
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$589K
LPC
52
Loeb Partners Corp
New York
$589K
ECAM
53
East Coast Asset Management
Massachusetts
$583K
TD Asset Management
54
TD Asset Management
Ontario, Canada
$556K +$26.1K +799 +5%
Luther King Capital Management (LKCM)
55
Luther King Capital Management (LKCM)
Texas
$549K
AF
56
Advisornet Financial
Minnesota
$544K -$27.1K -828 -5%
ZIG
57
Zurich Insurance Group
Switzerland
$538K +$557K +17,060 New
GRP
58
Global Retirement Partners
California
$506K -$12.2K -372 -2%
UCFA
59
United Capital Financial Advisors
Texas
$503K -$24.1M -738,319 -98%
VanEck Associates
60
VanEck Associates
New York
$479K -$313K -9,585 -39%
Brown Advisory
61
Brown Advisory
Maryland
$427K +$442K +13,541 New
Toronto Dominion Bank
62
Toronto Dominion Bank
Ontario, Canada
$425K -$125K -3,833 -22%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$421K +$437K +13,359 New
MML Investors Services
64
MML Investors Services
Massachusetts
$404K +$5.52K +169 +1%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$393K -$3.79K -116 -0.9%
Northern Trust
66
Northern Trust
Illinois
$363K -$45.2K -1,384 -11%
PAG
67
Pinnacle Advisory Group
Maryland
$358K -$12.4K -379 -3%
TRCT
68
Tower Research Capital (TRC)
New York
$341K +$76.1K +2,330 +27%
Goldman Sachs
69
Goldman Sachs
New York
$294K -$6.55M -200,516 -96%
LP
70
LGL Partners
Pennsylvania
$267K -$18.2K -558 -6%
FAIM
71
Financial Advocates Investment Management
Washington
$263K
KPW
72
Kore Private Wealth
New York
$238K +$247K +7,559 New
B
73
Bellecapital
Switzerland
$227K +$948 +29 +0.4%
Franklin Resources
74
Franklin Resources
California
$221K
BCM
75
Bluefin Capital Management
New York
$214K +$222K +6,800 New

EWL Hedge Fund Activity: Q4 2018 in Review

131 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q4 2018, worth a combined $446M — down 23% from $582M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EWL and 19 opened new positions — a net loss of 12 holders — while 48 trimmed existing stakes and 35 added.

The largest buyer was Citadel Advisors, adding an estimated $8.83M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.

  • 131 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q4 2018, down from 145 in Q3 2018.
  • Funds reported $446M of iShares MSCI Switzerland ETF stock for Q4 2018, down 23% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Switzerland ETF positions in Q4 2018 and 31 closed out, a net change of -12 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q4 2018 was Citadel Advisors, an estimated $8.83M added.
  • The largest iShares MSCI Switzerland ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2018.