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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
Barclays
76
Barclays
United Kingdom
$321K +$210K +6,100 +199%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$305K -$317K -9,200 -51%
VF
78
Virtu Financial
New York
$288K +$284K +8,233 New
BCM
79
Bluefin Capital Management
New York
$280K +$276K +7,998 New
M&T Bank
80
M&T Bank
New York
$276K +$26.8K +778 +11%
AA
81
AlphaMark Advisors
Kentucky
$254K – – –
RVM
82
Robinson Value Management
Texas
$251K – – –
EWA
83
Exencial Wealth Advisors
Oklahoma
$247K – – –
Franklin Resources
84
Franklin Resources
California
$245K – – –
BC
85
Brinker Capital
Pennsylvania
$244K +$241K +6,977 New
RJFSA
86
Raymond James Financial Services Advisors
Florida
$243K +$239K +6,934 New
WCM
87
Weatherstone Capital Management
Colorado
$238K -$14.7K -425 -6%
B
88
Barings
North Carolina
$224K – – –
TIA
89
Tiemann Investment Advisors
California
$223K +$8.62K +250 +4%
ZIG
90
Zurich Insurance Group
Switzerland
$216K -$660K -19,141 -76%
Millennium Management
91
Millennium Management
New York
$210K +$207K +6,005 New
William Blair & Company
92
William Blair & Company
Illinois
$206K +$203K +5,894 New
BRC
93
Bell Rock Capital
Delaware
$175K +$172K +5,000 New
SPIA
94
Steward Partners Investment Advisory
New York
$133K – – –
OIA
95
OneDigital Investment Advisors
Kansas
$89K +$3.28K +95 +4%
AOWM
96
Alpha Omega Wealth Management
Virginia
$82K – – –
PG
97
Patten Group
Tennessee
$65K – – –
SQA
98
Simon Quick Advisors
New Jersey
$50K – – –
SAM
99
Shamrock Asset Management
Texas
$41K +$1.1K +32 +3%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$32K +928 +1,894%
2 3
4
5 6

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.