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iShares MSCI Switzerland ETF

164 hedge funds and large institutions have $827M invested in iShares MSCI Switzerland ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $699M → $827M (+$128M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

2.95% more ownership

Funds ownership: 61.93%64.88% (+2.9%)

1% more funds holding

Funds holding: 163164 (+1)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

94% less call options, than puts

Call options by funds: $19K | Put options by funds: $310K

Holders
164
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
50
Reduced
52
Closed
22
Calls
$19K
Puts
$310K
Net Calls
-$291K
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$294K +$41.4K +930 +18%
SWP
102
Stratos Wealth Partners
Ohio
$293K -$35.7K -801 -12%
BPC
103
Banque Pictet & Cie
Switzerland
$280K
CAS
104
Coppell Advisory Solutions
Texas
$266K +$246K +5,520 New
EWA
105
Exencial Wealth Advisors
Oklahoma
$256K +$802 +18 +0.3%
CAG
106
Csenge Advisory Group
Florida
$250K -$1.83K -41 -0.8%
CW
107
Connectus Wealth
Ohio
$241K +$15.9K +357 +8%
IFS
108
Ifrah Financial Services
Arkansas
$240K -$11.8K -266 -5%
KAS
109
Kestra Advisory Services
Texas
$238K -$12.7K -284 -5%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$231K -$33.4K -749 -14%
SC
111
Savant Capital
Illinois
$231K
IWC
112
Integrated Wealth Concepts
Massachusetts
$231K -$773K -17,344 -78%
UWS
113
Unique Wealth Strategies
Illinois
$222K +$205K +4,601 New
B
114
Bellecapital
Switzerland
$217K +$200K +4,491 New
KWA
115
Kingswood Wealth Advisors
California
$211K +$195K +4,377 New
SA
116
swisspartners Advisors
Switzerland
$174K +$191K +4,295 New
Comerica Bank
117
Comerica Bank
Texas
$162K +$5.61K +126 +4%
AA
118
AlphaCentric Advisors
Puerto Rico
$118K +$22.1K +495 +26%
AWA
119
Alaska Wealth Advisors
Alaska
$113K -$15.4K -345 -13%
TF
120
Tompkins Financial
New York
$106K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$88K -$846 -19 -1%
PFA
122
Pathway Financial Advisers
Indiana
$83.8K
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$67.2K -$174K -3,912 -74%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$64.4K
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$49.5K +$6.24K +140 +16%