We are live on ! Find out more
EWL icon

iShares MSCI Switzerland ETF

134 hedge funds and large institutions have $708M invested in iShares MSCI Switzerland ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

6% more funds holding

Funds holding: 127134 (+7)

4% more capital invested

Capital invested by funds: $681M → $708M (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

3.15% less ownership

Funds ownership: 63.11%59.96% (-3.1%)

86% less call options, than puts

Call options by funds: $431K | Put options by funds: $3.1M

Holders
134
Holders Change
+7
Holders Change %
+5.51%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
25
Increased
37
Reduced
40
Closed
14
Calls
$431K
Puts
$3.1M
Net Calls
-$2.67M
Net Calls Change
-$125K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Pinnacle Advisory Group
Maryland
$343K -$23K -733 -6%
BHWM
77
Bar Harbor Wealth Management
New Hampshire
$324K -$4.14K -132 -1%
UCFA
78
United Capital Financial Advisors
Texas
$311K -$15.2K -485 -5%
PBT
79
Pictet Bank & Trust
Bahamas
$307K
AllianceBernstein
80
AllianceBernstein
Tennessee
$282K
Franklin Resources
81
Franklin Resources
California
$279K
Millennium Management
82
Millennium Management
New York
$272K +$274K +8,756 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$268K -$2.15M -68,728 -89%
M&T Bank
84
M&T Bank
New York
$264K -$20.2K -646 -7%
WA
85
WESPAC Advisors
California
$259K +$38.5K +1,229 +17%
AA
86
AlphaMark Advisors
Kentucky
$246K
FHC
87
First Heartland Consultants
Missouri
$239K -$15.1K -481 -6%
JP Morgan Chase
88
JP Morgan Chase
New York
$236K
MCM
89
Murphy Capital Management
New Jersey
$233K +$236K +7,520 New
TIA
90
Tiemann Investment Advisors
California
$223K +$225K +7,183 New
B
91
Barings
North Carolina
$223K +$226K +7,200 New
MFS
92
MSI Financial Services
Massachusetts
$220K +$190K +6,060 +582%
EWA
93
Exencial Wealth Advisors
Oklahoma
$209K -$376 -12 -0.2%
CC
94
Cedar Capital
Illinois
$207K +$209K +6,679 New
DADC
95
D.A. Davidson & Co
Montana
$156K -$32.6K -1,039 -17%
AIG
96
American International Group
New York
$152K -$222K -7,069 -59%
RFC
97
Russell Frank Company
Washington
$77K +$76.4K +2,438 New
PG
98
Patten Group
Tennessee
$57.4K
ACM
99
Argentus Capital Management
Texas
$57K -$33.8K -1,079 -37%
Creative Planning
100
Creative Planning
Kansas
$40K +$313 +10 +0.8%

EWL Hedge Fund Activity: Q4 2015 in Review

134 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q4 2015, worth a combined $708M — up 3.9% from $681M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EWL positions and 14 closed out — a net gain of 11 holders — while 37 added to existing stakes and 40 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $20.7M. The largest seller was Susquehanna International Group, cutting an estimated $11.4M.

  • 134 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q4 2015, up from 127 in Q3 2015.
  • Funds reported $708M of iShares MSCI Switzerland ETF stock for Q4 2015, up 3.9% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Switzerland ETF positions in Q4 2015 and 14 closed out, a net change of +11 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q4 2015 was William Blair Investment Management, an estimated $20.7M added.
  • The largest iShares MSCI Switzerland ETF seller in Q4 2015 was Susquehanna International Group, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2015.