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iShares MSCI Switzerland ETF

139 hedge funds and large institutions have $818M invested in iShares MSCI Switzerland ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7% more funds holding

Funds holding: 130139 (+9)

6% more capital invested

Capital invested by funds: $768M → $818M (+$49.9M)

1.63% more ownership

Funds ownership: 62.28%63.91% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

73% less call options, than puts

Call options by funds: $626K | Put options by funds: $2.28M

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
52
Reduced
33
Closed
17
Calls
$626K
Puts
$2.28M
Net Calls
-$1.65M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$95K +$92.6K +2,656 New
OIA
102
OneDigital Investment Advisors
Kansas
$91K +$139 +4 +0.2%
CBT
103
Capital Bank & Trust
California
$90K +$88.3K +2,534 New
AOWM
104
Alpha Omega Wealth Management
Virginia
$84K
PG
105
Patten Group
Tennessee
$66K
SAM
106
Shamrock Asset Management
Texas
$41K
CHC
107
City Holding Co
West Virginia
$32K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$27K -$5.96K -171 -18%
RE
109
RBC Europe
United Kingdom
$26.7K
SEI Investments
110
SEI Investments
Pennsylvania
$23K +$14.4K +412 +168%
AIM
111
Advantage Investment Management
Iowa
$22K
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$22K +$20.2K +580 +2,320%
RFA
113
Reilly Financial Advisors
California
$18K
CFD
114
Creative Financial Designs
Indiana
$17K -$5.3K -152 -24%
IWM
115
IHT Wealth Management
Illinois
$14K -$2.47K -71 -15%
AF
116
Advisornet Financial
Minnesota
$14K +$14.2K +407 New
SBL
117
Sargent Bickham Lagudis
Colorado
$11K
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K -$29.1M -835,559 -100%
GEA
119
Glen Eagle Advisors
New Jersey
$8.89K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$7K +$3.48K +100 +99%
SWM
121
SeaCrest Wealth Management
New York
$7K +$6.45K +185 New
ECM
122
Exchange Capital Management
Michigan
$6K
PCTC
123
Perkins Coie Trust Company
Washington
$6K
RFC
124
Regions Financial Corp
Alabama
$6K +$6.06K +174 New
FRA
125
Front Row Advisors
California
$4K +$3.97K +114 New