We are live on ! Find out more
EWL icon

iShares MSCI Switzerland ETF
EWL

134 hedge funds and large institutions have $718M invested in iShares MSCI Switzerland ETF in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 119 → 134 (+15)

9% more capital invested

Capital invested by funds: $662M → $718M (+$56.5M)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0.23% more ownership

Funds ownership: 61.05% → 61.28% (+0.23%)

Holders
134
Holders Change
+15
Holders Change %
+12.61%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
33
Increased
40
Reduced
38
Closed
17
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
+$992K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
+$33.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.1M
3
X
Xponance
Pennsylvania
+$15.6M
4
EA
Euclid Advisors
Connecticut
+$14.4M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$12.6M

Top Sellers

1
H
Hexavest
Quebec, Canada
-$17.6M
2
UBS Group
UBS Group
Switzerland
-$14.6M
3
UBS AM
UBS AM
Illinois
-$10.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.3M
5
SG Americas Securities
SG Americas Securities
New York
-$6.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
101
Virtus Investment Advisers
Connecticut
$189K -$72.4K -2,080 -26%
DADC
102
D.A. Davidson & Co
Montana
$188K +$133K +3,813 +196%
RIA
103
Regal Investment Advisors
Michigan
$133K +$123K +3,525 +643%
WA
104
Waverly Advisors
Alabama
$101K +$107K +3,075 New
HNB
105
Huntington National Bank
Ohio
$72K – – –
CIM
106
Contravisory Investment Management
Massachusetts
$68K +$71.9K +2,067 New
PG
107
Patten Group
Tennessee
$60.6K +$64.4K +1,850 New
CHC
108
City Holding Co
West Virginia
$46K – – –
DA
109
Dunvegan Associates
California
$35K +$37.1K +1,067 New
SAM
110
Shamrock Asset Management
Texas
$34K +$36.5K +1,049 New
MFS
111
MSI Financial Services
Massachusetts
$33K -$22.2K -637 -39%
GAM
112
Gemmer Asset Management
California
$32K +$34.1K +981 New
GT
113
Glenmede Trust
Pennsylvania
$29K – – –
EMA
114
Efficient Market Advisors
California
$25K – – –
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$23K +$24.6K +707 New
AIM
116
Advantage Investment Management
Iowa
$20K – – –
BJ
117
Brouwer & Janachowski
California
$20K +$20.9K +600 New
CCS
118
Crosspoint Capital Strategies
California
$18K – – –
SCA
119
Strategic Capital Alternatives
United States
$15K +$15.7K +451 New
TIM
120
Tortoise Investment Management
New York
$13K +$13.9K +400 New
BFEC
121
Benjamin F. Edwards & Company
Missouri
$12K – – –
BAM
122
Barrett Asset Management
New York
$6K – – –
LWCFA
123
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$5.08K +146 New
BRWM
124
B. Riley Wealth Management
Tennessee
$4K -$1.67K -48 -26%
PSI
125
Pinnacle Summer Investments
Virginia
$4K – – –
2 3 4
5
6

EWL Hedge Fund Activity: Q2 2015 in Review

134 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q2 2015, worth a combined $718M — up 8.5% from $662M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EWL positions and 17 closed out — a net gain of 16 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $33.5M. The largest seller was Hexavest, cutting an estimated $17.6M.

  • 134 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q2 2015, up from 119 in Q1 2015.
  • Funds reported $718M of iShares MSCI Switzerland ETF stock for Q2 2015, up 8.5% quarter-over-quarter.
  • 33 funds opened new iShares MSCI Switzerland ETF positions in Q2 2015 and 17 closed out, a net change of +16 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $33.5M added.
  • The largest iShares MSCI Switzerland ETF seller in Q2 2015 was Hexavest, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2015.