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iShares MSCI Switzerland ETF

138 hedge funds and large institutions have $583M invested in iShares MSCI Switzerland ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $521M → $583M (+$61.4M)

4% more funds holding

Funds holding: 133138 (+5)

17.26% less ownership

Funds ownership: 55.36%38.1% (-17%)

51% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 53

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
26
Reduced
53
Closed
21
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$719K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Keebeck Wealth Management
Illinois
$77K -$503K -13,395 -87%
PAG
102
Private Advisor Group
New Jersey
$65K +$62.2K +1,658 New
LB
103
Legacy Bridge
Iowa
$64K
BBHC
104
Brown Brothers Harriman & Co
New York
$62K
Barclays
105
Barclays
United Kingdom
$56K
FHA
106
Flagship Harbor Advisors
Massachusetts
$56K +$45.9K +1,222 +541%
LFASL
107
Lugano Financial Advisors SA (LFA)
Switzerland
$42K
NCM
108
New Capital Management
Texas
$36K +$563 +15 +2%
LWM
109
Lenox Wealth Management
Ohio
$35K +$7.85K +209 +29%
PMAM
110
Picton Mahoney Asset Management
Ontario, Canada
$27K -$22.9K -610 -47%
S
111
SignatureFD
Georgia
$19K -$270K -7,180 -93%
RFA
112
Reilly Financial Advisors
California
$19K
CFD
113
Creative Financial Designs
Indiana
$19K +$17.8K +475 New
CHC
114
City Holding Co
West Virginia
$18K
CFA
115
Carroll Financial Associates
North Carolina
$15K
CWA
116
Carolina Wealth Advisors
South Carolina
$13K
ACA
117
Atlas Capital Advisors
Wyoming
$12.9K
SBL
118
Sargent Bickham Lagudis
Colorado
$12K
APA
119
American Portfolios Advisors
New York
$10.1K -$1.39K -37 -13%
EWA
120
Evolution Wealth Advisors
Florida
$10K
SIM
121
Sonora Investment Management
Arizona
$9K +$8.6K +229 New
TRCT
122
Tower Research Capital (TRC)
New York
$8K -$43.6K -1,161 -85%
LS
123
Leelyn Smith
Illinois
$8K -$263 -7 -3%
PCTC
124
Perkins Coie Trust Company
Washington
$7K
CG
125
Cutler Group
California
$7K +$7.51K +200 New