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iShares MSCI Switzerland ETF

112 hedge funds and large institutions have $732M invested in iShares MSCI Switzerland ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.53% more ownership

Funds ownership: 59.96%62.5% (+2.5%)

3% more capital invested

Capital invested by funds: $708M → $732M (+$23.9M)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

16% less funds holding

Funds holding: 134112 (-22)

58% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 33

Holders
112
Holders Change
-22
Holders Change %
-16.42%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
14
Increased
37
Reduced
36
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
126
Millennium Management
New York
-$272K -8,756 Closed
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
-$268K -8,631 Closed
WA
128
WESPAC Advisors
California
-$259K -8,360 Closed
FHC
129
First Heartland Consultants
Missouri
-$239K -7,701 Closed
MCM
130
Murphy Capital Management
New Jersey
-$233K -7,520 Closed
CC
131
Cedar Capital
Illinois
-$207K -6,679 Closed
AFP
132
Ausdal Financial Partners
Iowa
-$40K -1,284 Closed
EMA
133
Efficient Market Advisors
California
-$23K -756 Closed
AIA
134
Allegis Investment Advisors
Idaho
-$19K -621 Closed
CCS
135
Crosspoint Capital Strategies
California
-$17K -548 Closed
TIM
136
Tortoise Investment Management
New York
-$12K -400 Closed
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
-$9K -279 Closed
SC
138
Saturna Capital
Washington
-$7K -227 Closed
PMFA
139
Plante Moran Financial Advisors
Michigan
-$7K -224 Closed
CG
140
Cutler Group
California
-$6K -200 Closed
BAM
141
Barrett Asset Management
New York
-$5K -175 Closed
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
-$2K -58 Closed
ACS
143
Archford Capital Strategies
Illinois
-$2K -40 Closed
BIM
144
BlackRock Investment Management
Delaware
-$1K -28 Closed

EWL Hedge Fund Activity: Q1 2016 in Review

112 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q1 2016, worth a combined $732M — up 3.4% from $708M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EWL and 14 opened new positions — a net loss of 19 holders — while 36 trimmed existing stakes and 37 added.

The largest buyer was Pinnacle Advisory Group, adding an estimated $23.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $8.52M sold.

  • 112 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q1 2016, down from 134 in Q4 2015.
  • Funds reported $732M of iShares MSCI Switzerland ETF stock for Q1 2016, up 3.4% quarter-over-quarter.
  • 14 funds opened new iShares MSCI Switzerland ETF positions in Q1 2016 and 33 closed out, a net change of -19 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q1 2016 was Pinnacle Advisory Group, an estimated $23.6M added.
  • The largest iShares MSCI Switzerland ETF seller in Q1 2016 was Old Mission Capital, an estimated $8.52M sold.

Based on aggregated 13F filings for Q1 2016.