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iShares MSCI Switzerland ETF

148 hedge funds and large institutions have $629M invested in iShares MSCI Switzerland ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

82% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $754K

9% more funds holding

Funds holding: 136148 (+12)

1.36% more ownership

Funds ownership: 37.32%38.69% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $657M → $629M (-$27.5M)

36% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 56

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
36
Reduced
56
Closed
13
Calls
$1.37M
Puts
$754K
Net Calls
+$620K
Net Calls Change
+$863K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$170K -$4.81M -107,845 -97%
Deutsche Bank
102
Deutsche Bank
Germany
$164K -$56K -1,254 -25%
MLM
103
Mount Lucas Management
Pennsylvania
$149K -$3.19M -71,412 -95%
AA
104
AlphaMark Advisors
Kentucky
$113K -$20.1K -450 -15%
SC
105
Solstein Capital
California
$95K +$96K +2,150 New
NIC
106
Northwest Investment Counselors
Oregon
$82K +$83K +1,860 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$79K
LB
108
Legacy Bridge
Iowa
$73K
FWM
109
Focused Wealth Management
New York
$71K +$71.4K +1,600 New
LFASL
110
Lugano Financial Advisors SA (LFA)
Switzerland
$61K
HI
111
Harbour Investments
Wisconsin
$48K +$48K +1,075 New
NCM
112
New Capital Management
Texas
$41K
William Blair & Company
113
William Blair & Company
Illinois
$35K
HCP
114
Hexagon Capital Partners
Arkansas
$34K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$31K +$4.02K +90 +15%
SWM
116
Spire Wealth Management
Virginia
$25K +$25.7K +575 New
RFA
117
Reilly Financial Advisors
California
$22K
JCM
118
Jacobi Capital Management
Pennsylvania
$22K +$22.3K +500 New
PVH
119
Psagot Value Holdings
Israel
$18K -$40.1K -898 -69%
SFS
120
Sowell Financial Services
Arkansas
$18K +$16.7K +375 New
CFA
121
Carroll Financial Associates
North Carolina
$17K
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.6K
PMAM
123
Picton Mahoney Asset Management
Ontario, Canada
$15K -$1.79K -40 -11%
EWA
124
Evolution Wealth Advisors
Florida
$15K
ACA
125
Atlas Capital Advisors
Wyoming
$14.6K