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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
Invesco
76
Invesco
Georgia
$415K +$28.2K +593 +7%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$397K +$12.2K +257 +3%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$395K -$3.38K -71 -0.9%
Stifel Financial
79
Stifel Financial
Missouri
$388K -$17.9K -375 -4%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$386K -$144K -3,021 -27%
RA
81
RFG Advisory
Alabama
$386K
RJA
82
Raymond James & Associates
Florida
$380K +$57.4K +1,205 +18%
OMC
83
Old Mission Capital
Illinois
$371K +$367K +7,705 New
ECAM
84
East Coast Asset Management
Massachusetts
$368K
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$358K +$53.3K +1,120 +18%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$346K +$3.9K +82 +1%
HNWA
87
Henrickson Nauta Wealth Advisors
Michigan
$346K
US Bancorp
88
US Bancorp
Minnesota
$324K +$1.62K +34 +0.5%
Ameriprise
89
Ameriprise
Minnesota
$324K +$23.8K +500 +8%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$318K -$43.7K -917 -12%
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
$287K +$283K +5,933 New
EFI
92
EHP Funds Inc
Canada
$280K +$38.1K +800 +16%
SC
93
Savant Capital
Illinois
$272K +$41.4K +869 +18%
SG Americas Securities
94
SG Americas Securities
New York
$272K +$269K +5,638 New
B
95
Bellecapital
Switzerland
$264K +$53.2K +1,118 +26%
EWA
96
Exencial Wealth Advisors
Oklahoma
$256K
JSSH
97
J. Safra Sarasin Holding
$248K +$245K +5,147 New
CAS
98
Coppell Advisory Solutions
Texas
$246K +$243K +5,111 New
GRP
99
Global Retirement Partners
California
$241K -$36.3K -763 -13%
KAS
100
Kestra Advisory Services
Texas
$223K +$1.19K +25 +0.5%

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.