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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
SC
126
Solstein Capital
California
$39.3K
ASN
127
Advisory Services Network
Georgia
$35.2K +$32.4K +728 New
SWM
128
Spire Wealth Management
Virginia
$31K -$4.46K -100 -13%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$29K
AA
130
AlphaMark Advisors
Kentucky
$23K
OCM
131
Orion Capital Management
California
$19.4K +$17.9K +401 New
LFA
132
LGT Financial Advisors
Texas
$17.7K
HCP
133
Hexagon Capital Partners
Arkansas
$17.3K -$6.86K -154 -30%
PTC
134
Private Trust Company
Ohio
$16.9K +$2.14K +48 +16%
VWM
135
Venturi Wealth Management
Texas
$15.4K
CG
136
Cutler Group
California
$14K +$8.91K +200 +200%
FBC
137
Fairfield, Bush & Co
Connecticut
$12.6K +$11.7K +262 New
William Blair & Company
138
William Blair & Company
Illinois
$10.4K +$9.58K +215 New
HI
139
Harbour Investments
Wisconsin
$8.64K
NA
140
NewEdge Advisors
Louisiana
$8.45K
CWC
141
Carolinas Wealth Consulting
North Carolina
$8.29K
IHWM
142
Iron Horse Wealth Management
Iowa
$8.01K
MIA
143
MeadowBrook Investment Advisors
Michigan
$7.24K +$6.68K +150 New
CSC
144
Caldwell Sutter Capital
California
$6.76K
SSB
145
Sandy Spring Bank
Maryland
$6.47K
TRCT
146
Tower Research Capital (TRC)
New York
$6.18K +$4.23K +95 +288%
WIA
147
Wetzel Investment Advisors
Indiana
$6K +$5.83K +131 New
FRA
148
Front Row Advisors
California
$5.5K
EWA
149
EverSource Wealth Advisors
Alabama
$4.83K
AIC
150
Archer Investment Corporation
Indiana
$4.54K