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iShares MSCI Switzerland ETF

149 hedge funds and large institutions have $780M invested in iShares MSCI Switzerland ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $204K | Put options by funds: $68K

3% less capital invested

Capital invested by funds: $802M → $780M (-$21.7M)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

3% less funds holding

Funds holding: 154149 (-5)

3.86% less ownership

Funds ownership: 64.76%60.9% (-3.9%)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
149
Holders Change
-5
Holders Change %
-3.25%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
42
Reduced
52
Closed
23
Calls
$204K
Puts
$68K
Net Calls
+$136K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
101
Compagnie Lombard Odier SCmA
Switzerland
$166K
DZ Bank
102
DZ Bank
Germany
$137K -$81.1K -1,834 -38%
TF
103
Tompkins Financial
New York
$127K
Deutsche Bank
104
Deutsche Bank
Germany
$125K
AA
105
AlphaCentric Advisors
Puerto Rico
$121K +$118K +2,663 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$105K -$64.5K -1,459 -39%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$83K -$12.6K -284 -13%
TFGT
108
TS Financial Group (TSFG)
Illinois
$82K
PFA
109
Pathway Financial Advisers
Indiana
$78.7K
PA
110
Parallel Advisors
California
$62.4K +$60.8K +1,376 New
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$49.3K -$23.2K -525 -33%
HT
112
Headlands Technologies
Illinois
$48K +$46.2K +1,046 +7,471%
SC
113
Solstein Capital
California
$36.9K -$26.1K -590 -42%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$35.8K
SWM
115
Spire Wealth Management
Virginia
$34.5K +$3.85K +87 +13%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$33.5K -$1.64K -37 -5%
FA
117
Faithward Advisors
Pennsylvania
$27.6K +$17.5K +395 +224%
ASN
118
Advisory Services Network
Georgia
$26.8K
AA
119
AlphaMark Advisors
Kentucky
$26K -$6.63K -150 -21%
HCP
120
Hexagon Capital Partners
Arkansas
$23.2K +$2.56K +58 +13%
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$19K +$1.28K +29 +7%
NFSG
122
Newbridge Financial Services Group
Florida
$18.5K
TRCT
123
Tower Research Capital (TRC)
New York
$16K +$2.03K +46 +15%
VWM
124
Venturi Wealth Management
Texas
$14.5K +$14.1K +320 New
IA
125
IFP Advisors
Florida
$9.74K -$71.1K -1,608 -85%