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iShares MSCI Switzerland ETF

138 hedge funds and large institutions have $712M invested in iShares MSCI Switzerland ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.79% less ownership

Funds ownership: 57.95%57.16% (-0.79%)

10% less funds holding

Funds holding: 153138 (-15)

10% less capital invested

Capital invested by funds: $790M → $712M (-$78.1M)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

Holders
138
Holders Change
-15
Holders Change %
-9.8%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
38
Reduced
49
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
Tiedemann Advisors
New York
$297K -$1.25M -30,186 -79%
LFASL
77
Lugano Financial Advisors SA (LFA)
Switzerland
$294K -$106K -2,565 -25%
SWP
78
Stratos Wealth Partners
Ohio
$291K +$68.8K +1,665 +27%
ECAM
79
East Coast Asset Management
Massachusetts
$287K
CIM
80
Contravisory Investment Management
Massachusetts
$286K +$3.97K +96 +1%
CCM
81
Cullen Capital Management
New York
$276K +$305K +7,374 New
CAN
82
Cetera Advisor Networks
California
$265K +$14K +339 +5%
KAS
83
Kestra Advisory Services
Texas
$255K +$11K +267 +4%
US Bancorp
84
US Bancorp
Minnesota
$245K
HNWA
85
Henrickson Nauta Wealth Advisors
Michigan
$237K
CAG
86
Csenge Advisory Group
Florida
$231K -$910 -22 -0.4%
EWA
87
Exencial Wealth Advisors
Oklahoma
$226K
Northern Trust
88
Northern Trust
Illinois
$211K +$579 +14 +0.2%
CW
89
Connectus Wealth
Ohio
$206K +$227K +5,488 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$194K -$77.9K -1,885 -27%
1832 Asset Management
91
1832 Asset Management
Ontario, Canada
$170K
CLOS
92
Compagnie Lombard Odier SCmA
Switzerland
$146K
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$144K +$4.67K +113 +3%
Bessemer Group
94
Bessemer Group
New Jersey
$133K +$146K +3,541 New
TF
95
Tompkins Financial
New York
$105K
Deutsche Bank
96
Deutsche Bank
Germany
$103K -$11.7K -282 -9%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$87K +$32.7K +792 +52%
TFGT
98
TS Financial Group (TSFG)
Illinois
$68K
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$66K +$73.4K +1,775 New
SC
100
Solstein Capital
California
$65K

EWL Hedge Fund Activity: Q3 2022 in Review

138 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q3 2022, worth a combined $712M — down 9.9% from $790M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EWL and 18 opened new positions — a net loss of 15 holders — while 49 trimmed existing stakes and 38 added.

The largest buyer was Vontobel Holding, adding an estimated $13.1M. The largest seller was UBS Group, cutting an estimated $16M.

  • 138 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q3 2022, down from 153 in Q2 2022.
  • Funds reported $712M of iShares MSCI Switzerland ETF stock for Q3 2022, down 9.9% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Switzerland ETF positions in Q3 2022 and 33 closed out, a net change of -15 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q3 2022 was Vontobel Holding, an estimated $13.1M added.
  • The largest iShares MSCI Switzerland ETF seller in Q3 2022 was UBS Group, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.