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iShares MSCI Switzerland ETF

131 hedge funds and large institutions have $446M invested in iShares MSCI Switzerland ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

4.3% less ownership

Funds ownership: 56.86%52.56% (-4.3%)

10% less funds holding

Funds holding: 145131 (-14)

23% less capital invested

Capital invested by funds: $582M → $446M (-$136M)

27% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 48

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.25M

Holders
131
Holders Change
-14
Holders Change %
-9.66%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
35
Reduced
48
Closed
31
Calls
Puts
$2.25M
Net Calls
-$2.25M
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Advantage Investment Management
Iowa
$22K +$2.91K +89 +15%
CRC
102
Curi RMB Capital
Illinois
$18K -$258K -7,887 -93%
PMAM
103
Picton Mahoney Asset Management
Ontario, Canada
$18K +$8.17K +250 +78%
JIR
104
James Investment Research
Ohio
$16K -$16.3K -500 -50%
RFA
105
Reilly Financial Advisors
California
$16K
FHB
106
First Hawaiian Bank
Hawaii
$11K
PG
107
Patten Group
Tennessee
$11K
ACA
108
Atlas Capital Advisors
Wyoming
$10.4K
WTC
109
WhitTier Trust Company
Nevada
$10K +$10.5K +322 New
APA
110
American Portfolios Advisors
New York
$9.3K +$3.2K +98 +50%
SBL
111
Sargent Bickham Lagudis
Colorado
$9K
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$9K +$2.61K +80 +40%
GEA
113
Glen Eagle Advisors
New Jersey
$7.88K
ASN
114
Advisory Services Network
Georgia
$7K -$301K -9,202 -98%
FHA
115
Flagship Harbor Advisors
Massachusetts
$7K -$53.7K -1,642 -88%
PCTC
116
Perkins Coie Trust Company
Washington
$6K
SWM
117
SeaCrest Wealth Management
New York
$6K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$5K +$3.07K +94 +129%
FRA
119
Front Row Advisors
California
$4K
NFG
120
Next Financial Group
Texas
$4K +$2.09K +64 +105%
VIP
121
Viewpoint Investment Partners
Alberta, Canada
$4K +$3.92K +120 New
CFGS
122
Concourse Financial Group Securities
Alabama
$4K +$4.35K +133 New
PA
123
Parallel Advisors
California
$3K
TFA
124
Transamerica Financial Advisors
Florida
$2K -$457 -14 -29%
HI
125
Human Investing
Oregon
$2K +$1.6K +49 New

EWL Hedge Fund Activity: Q4 2018 in Review

131 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q4 2018, worth a combined $446M — down 23% from $582M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EWL and 19 opened new positions — a net loss of 12 holders — while 48 trimmed existing stakes and 35 added.

The largest buyer was Citadel Advisors, adding an estimated $8.83M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.

  • 131 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q4 2018, down from 145 in Q3 2018.
  • Funds reported $446M of iShares MSCI Switzerland ETF stock for Q4 2018, down 23% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Switzerland ETF positions in Q4 2018 and 31 closed out, a net change of -12 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q4 2018 was Citadel Advisors, an estimated $8.83M added.
  • The largest iShares MSCI Switzerland ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2018.