We are live on ! Find out more
EWL icon

iShares MSCI Switzerland ETF
EWL

134 hedge funds and large institutions have $718M invested in iShares MSCI Switzerland ETF in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 119 → 134 (+15)

9% more capital invested

Capital invested by funds: $662M → $718M (+$56.5M)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0.23% more ownership

Funds ownership: 61.05% → 61.28% (+0.23%)

Holders
134
Holders Change
+15
Holders Change %
+12.61%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
33
Increased
40
Reduced
38
Closed
17
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
+$992K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
+$33.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.1M
3
X
Xponance
Pennsylvania
+$15.6M
4
EA
Euclid Advisors
Connecticut
+$14.4M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$12.6M

Top Sellers

1
H
Hexavest
Quebec, Canada
-$17.6M
2
UBS Group
UBS Group
Switzerland
-$14.6M
3
UBS AM
UBS AM
Illinois
-$10.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.3M
5
SG Americas Securities
SG Americas Securities
New York
-$6.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
KT
126
Kanaly Trust
Texas
$3K – – –
WA
127
WFG Advisors
Texas
$3K – – –
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$3K +$2.68K +77 New
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.91K +$3.08M +88,414 +16,557%
ACS
130
Archford Capital Strategies
Illinois
$2K +$905 +26 +90%
NMIS
131
Northwestern Mutual Investment Services
Wisconsin
$2K +$2.09K +60 New
EWM
132
Evercore Wealth Management
New York
$2K +$2.4K +69 New
NFG
133
Next Financial Group
Texas
$1K – – –
FHC
134
First Heartland Consultants
Missouri
$265 – – –
PNAA
135
Pictet North America Advisors
Switzerland
– -$5.09M -153,424 Closed
EM
136
EnTrustPermal Management
New York
– -$2.23M -67,100 Closed
OMC
137
Old Mission Capital
Illinois
– -$721K -21,714 Closed
PAG
138
Pinnacle Advisory Group
Maryland
– -$709K -21,361 Closed
Northern Trust
139
Northern Trust
Illinois
– -$594K -17,879 Closed
ACI
140
AMP Capital Investors
Australia
– -$509K -15,109 Closed
GHF
141
Good Harbor Financial
Illinois
– -$302K -9,087 Closed
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
– -$255K -7,691 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$242K -7,285 Closed
WB
144
WesBanco Bank
West Virginia
– -$209K -6,299 Closed
RFC
145
Russell Frank Company
Washington
– -$88K -2,600 Closed
Creative Planning
146
Creative Planning
Kansas
– -$22K -664 Closed
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
– -$15K -466 Closed
WCM
148
Wealthcare Capital Management
Virginia
– -$4K -125 Closed
WP
149
WealthPLAN Partners
Nebraska
– -$4K -124 Closed
US Bancorp
150
US Bancorp
Minnesota
– -$1K -25 Closed
2 3 4 5
6

EWL Hedge Fund Activity: Q2 2015 in Review

134 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q2 2015, worth a combined $718M — up 8.5% from $662M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EWL positions and 17 closed out — a net gain of 16 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $33.5M. The largest seller was Hexavest, cutting an estimated $17.6M.

  • 134 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q2 2015, up from 119 in Q1 2015.
  • Funds reported $718M of iShares MSCI Switzerland ETF stock for Q2 2015, up 8.5% quarter-over-quarter.
  • 33 funds opened new iShares MSCI Switzerland ETF positions in Q2 2015 and 17 closed out, a net change of +16 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $33.5M added.
  • The largest iShares MSCI Switzerland ETF seller in Q2 2015 was Hexavest, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2015.