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iShares MSCI Switzerland ETF

118 hedge funds and large institutions have $5.94B invested in iShares MSCI Switzerland ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

985% more capital invested

Capital invested by funds: $548M → $5.94B (+$5.39B)

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

8% more funds holding

Funds holding: 109118 (+9)

7.69% less ownership

Funds ownership: 61.94%54.25% (-7.7%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $160K

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
22
Increased
36
Reduced
42
Closed
11
Calls
Puts
$160K
Net Calls
-$160K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$43K -$11.5K -380 -22%
FMP
102
Financial Management Professionals
Texas
$41K
MA
103
MUFG Americas
New York
$41K
WA
104
WFG Advisors
Texas
$33K +$31.6K +1,047 New
ATC
105
Adirondack Trust Company
New York
$30K
GT
106
Glenmede Trust
Pennsylvania
$28K
EMA
107
Efficient Market Advisors
California
$24K
RIA
108
Regal Investment Advisors
Michigan
$24K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$15K -$7.55K -250 -35%
MFS
110
MSI Financial Services
Massachusetts
$15K -$3.02K -100 -18%
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$12K
DWA
112
Dorsey Wright & Associates
California
$10.7K -$178K -5,900 -2%
STC
113
SEI Trust Company
Pennsylvania
$10K -$7.15K -237 -44%
CTC
114
Central Trust Company
Missouri
$10K +$9.45K +313 New
WA
115
Waverly Advisors
Alabama
$8K +$8.18K +271 New
WRM
116
Westport Resources Management
Connecticut
$4K -$14.6K -484 -79%
PSI
117
Pinnacle Summer Investments
Virginia
$3K +$60 +2 +2%
Invesco
118
Invesco
Georgia
$3K +$3.02K +100 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17 +$4.56K +151 +37%
BFA
120
Beaumont Financial Advisors
Massachusetts
-$24.9M -869,447 Closed
CCMG
121
Clark Capital Management Group
Pennsylvania
-$14M -488,785 Closed
GCM
122
Graham Capital Management
Connecticut
-$6.94M -242,262 Closed
AGA
123
Accuvest Global Advisors
Utah
-$4.68M -163,392 Closed
CA
124
Cumberland Advisors
Florida
-$3.5M -122,189 Closed
Millennium Management
125
Millennium Management
New York
-$394K -13,747 Closed

EWL Hedge Fund Activity: Q3 2013 in Review

118 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q3 2013, worth a combined $5.94B — up 985% from $548M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EWL positions and 11 closed out — a net gain of 11 holders — while 36 added to existing stakes and 42 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $10.4M. The largest seller was Ronald Blue & Co, cutting an estimated $34.7M.

  • 118 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q3 2013, up from 109 in Q2 2013.
  • Funds reported $5.94B of iShares MSCI Switzerland ETF stock for Q3 2013, up 985% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Switzerland ETF positions in Q3 2013 and 11 closed out, a net change of +11 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q3 2013 was Flow Traders U.S., an estimated $10.4M added.
  • The largest iShares MSCI Switzerland ETF seller in Q3 2013 was Ronald Blue & Co, an estimated $34.7M sold.

Based on aggregated 13F filings for Q3 2013.