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iShares MSCI Switzerland ETF

154 hedge funds and large institutions have $655M invested in iShares MSCI Switzerland ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 154154 (0)

3% less capital invested

Capital invested by funds: $675M → $655M (-$19.5M)

4.45% less ownership

Funds ownership: 61.25%56.8% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 54

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

98% less call options, than puts

Call options by funds: $5K | Put options by funds: $265K

Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
47
Reduced
54
Closed
23
Calls
$5K
Puts
$265K
Net Calls
-$260K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LMCG Investments
Massachusetts
$1.08M -$13.8K -289 -1%
P
52
&Partners
Tennessee
$1.07M +$1.06M +22,254 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.05M -$40.9K -858 -4%
PCA
54
Prosperity Capital Advisors
Ohio
$1.05M -$10.5K -221 -1%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.04M -$192K -4,022 -16%
Citadel Advisors
56
Citadel Advisors
Florida
$992K -$445K -9,340 -31%
SPIA
57
Steward Partners Investment Advisory
New York
$991K -$42.9K -900 -4%
DS
58
DRW Securities
Illinois
$989K +$977K +20,515 New
BS
59
Banco Santander
Spain
$898K -$25.8K -542 -3%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$895K +$5.67K +119 +0.6%
ECM
61
Evergreen Capital Management
Washington
$874K -$3.76K -79 -0.4%
Corient Private Wealth
62
Corient Private Wealth
Florida
$787K -$8.33K -175 -1%
AWS
63
Atria Wealth Solutions
New York
$776K
GEM
64
Global Endowment Management
North Carolina
$771K
BPC
65
Banque Pictet & Cie
Switzerland
$771K +$305K +6,400 +67%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$768K +$6.48K +136 +0.9%
MLM
67
Mount Lucas Management
Pennsylvania
$707K -$54.1K -1,135 -7%
LFASL
68
Lugano Financial Advisors SA (LFA)
Switzerland
$637K -$183K -3,840 -23%
MAM
69
Marotta Asset Management
Virginia
$604K -$15.6K -328 -3%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$533K +$810 +17 +0.2%
KP
71
Keel Point
Alabama
$532K
Baird Financial Group
72
Baird Financial Group
Wisconsin
$505K -$15.6K -327 -3%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$495K +$8.81K +185 +2%
BCV
74
Banque Cantonale Vaudoise
Switzerland
$478K -$332K -6,977 -41%
QCM
75
Quantinno Capital Management
New York
$451K +$60.1K +1,262 +16%

EWL Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q2 2024, worth a combined $655M — down 2.9% from $675M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EWL positions and 23 closed out — a net gain of 2 holders — while 47 added to existing stakes and 54 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $9M. The largest seller was Polianta Ltd, exiting entirely with an estimated $14.4M sold.

  • 154 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $655M of iShares MSCI Switzerland ETF stock for Q2 2024, down 2.9% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Switzerland ETF positions in Q2 2024 and 23 closed out, a net change of +2 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q2 2024 was Waverly Advisors, an estimated $9M added.
  • The largest iShares MSCI Switzerland ETF seller in Q2 2024 was Polianta Ltd, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2024.