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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$33K +$6.79K +197 +27%
CHC
102
City Holding Co
West Virginia
$32K – – –
BF
103
BOK Financial
Oklahoma
$27K +$26.2K +759 New
RE
104
RBC Europe
United Kingdom
$26.3K +$25.9K +750 New
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$25K +$24.4K +708 New
CFD
106
Creative Financial Designs
Indiana
$22K – – –
AIM
107
Advantage Investment Management
Iowa
$21K – – –
TCM
108
TD Capital Management
Tennessee
$19K +$3.55K +103 +24%
RFA
109
Reilly Financial Advisors
California
$18K – – –
IWM
110
IHT Wealth Management
Illinois
$16K +$10.3K +299 +181%
SBL
111
Sargent Bickham Lagudis
Colorado
$11K – – –
SEI Investments
112
SEI Investments
Pennsylvania
$9K +$7K +203 +483%
GEA
113
Glen Eagle Advisors
New Jersey
$8.76K – – –
ECM
114
Exchange Capital Management
Michigan
$6K – – –
PCTC
115
Perkins Coie Trust Company
Washington
$6K +$6.03K +175 New
ASN
116
Advisory Services Network
Georgia
$5K -$5.38K -156 -53%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$4K -$88.4K -2,565 -96%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$3.68K -$3.45K -100 -49%
TFA
119
Transamerica Financial Advisors
Florida
$3K -$257K -7,458 -99%
GWM
120
Geneos Wealth Management
Colorado
$2K -$13K -377 -83%
CHP
121
Cable Hill Partners
Oregon
$2K – – –
CCM
122
Cribstone Capital Management
Maine
$2K – – –
NFG
123
Next Financial Group
Texas
$2K – – –
US Bancorp
124
US Bancorp
Minnesota
$2K – – –
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$1K -$6.34K -184 -90%
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.