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iShares MSCI Switzerland ETF
EWL

130 hedge funds and large institutions have $768M invested in iShares MSCI Switzerland ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

28% more capital invested

Capital invested by funds: $599M → $768M (+$170M)

11.53% more ownership

Funds ownership: 50.75% → 62.28% (+12%)

4% more funds holding

Funds holding: 125 → 130 (+5)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
24
Increased
43
Reduced
28
Closed
17
Calls
–
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$204M
2
Wells Fargo
Wells Fargo
California
+$20.6M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$13.7M
4
Ameriprise
Ameriprise
Minnesota
+$13M
5
UBS AM
UBS AM
Illinois
+$9.83M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$71.4M
2
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$18.4M
3
PAG
Pinnacle Advisory Group
Maryland
-$15.2M
4
XGI
XL Group Investments
Bermuda
-$10.7M
5
H
Hexavest
Quebec, Canada
-$8.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$1K – – –
JP Morgan Chase
127
JP Morgan Chase
New York
$1K – – –
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$1K +$862 +25 New
ED
129
Exane Derivatives
France
$35 – – –
KHLMVGHM
130
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– -$18.4M -537,092 Closed
XGI
131
XL Group Investments
Bermuda
– -$10.7M -311,419 Closed
H
132
Hexavest
Quebec, Canada
– -$8.85M -257,945 Closed
KP
133
Keel Point
Alabama
– -$8.45M -246,202 Closed
KHLMTHM
134
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$6.91M -201,380 Closed
Hudson Bay Capital Management
135
Hudson Bay Capital Management
Connecticut
– -$1.5M -43,800 Closed
GI
136
Glovista Investments
New Jersey
– -$1.3M -37,993 Closed
AGM
137
Alpine Global Management
New York
– -$873K -25,456 Closed
CIBC World Market
138
CIBC World Market
Ontario, Canada
– -$732K -21,343 Closed
TRCT
139
Tower Research Capital (TRC)
New York
– -$465K -13,567 Closed
Wolverine Trading
140
Wolverine Trading
Illinois
– -$270K -7,871 Closed
BCM
141
Beck Capital Management
Texas
– -$224K -6,510 Closed
LF
142
Lee Financial
Texas
– -$172K -5,000 Closed
DADC
143
D.A. Davidson & Co
Montana
– -$168K -4,924 Closed
CG
144
Cutler Group
California
– -$155K -4,492 Closed
Creative Planning
145
Creative Planning
Kansas
– -$16K -456 Closed
GAM
146
Gemmer Asset Management
California
– -$5K -133 Closed
2 3 4 5
6

EWL Hedge Fund Activity: Q3 2017 in Review

130 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q3 2017, worth a combined $768M — up 28% from $599M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWL positions and 17 closed out — a net gain of 7 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $204M. The largest seller was Psagot Value Holdings, cutting an estimated $71.4M.

  • 130 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q3 2017, up from 125 in Q2 2017.
  • Funds reported $768M of iShares MSCI Switzerland ETF stock for Q3 2017, up 28% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Switzerland ETF positions in Q3 2017 and 17 closed out, a net change of +7 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q3 2017 was Bank of America, an estimated $204M added.
  • The largest iShares MSCI Switzerland ETF seller in Q3 2017 was Psagot Value Holdings, an estimated $71.4M sold.

Based on aggregated 13F filings for Q3 2017.