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iShares MSCI Switzerland ETF

154 hedge funds and large institutions have $655M invested in iShares MSCI Switzerland ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 154154 (0)

3% less capital invested

Capital invested by funds: $675M → $655M (-$19.5M)

4.45% less ownership

Funds ownership: 61.25%56.8% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 54

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

98% less call options, than puts

Call options by funds: $5K | Put options by funds: $265K

Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
47
Reduced
54
Closed
23
Calls
$5K
Puts
$265K
Net Calls
-$260K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
126
Venturi Wealth Management
Texas
$15.4K
PTC
127
Private Trust Company
Ohio
$13.6K -$95 -2 -0.7%
HCP
128
Hexagon Capital Partners
Arkansas
$12.1K -$6.62K -139 -36%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$11.1K +$11K +231 New
CWA
130
Carolina Wealth Advisors
South Carolina
$9.64K +$9.53K +200 New
HI
131
Harbour Investments
Wisconsin
$8.63K
CWC
132
Carolinas Wealth Consulting
North Carolina
$8.45K +$190 +4 +2%
NA
133
NewEdge Advisors
Louisiana
$8.44K
IHWM
134
Iron Horse Wealth Management
Iowa
$8K
IC
135
Innealta Capital
Texas
$6.75K -$2.89M -60,590 -100%
CSC
136
Caldwell Sutter Capital
California
$6.75K
WIA
137
Wetzel Investment Advisors
Indiana
$6.24K
IAIM
138
International Assets Investment Management
Florida
$6.09K +$6K +126 New
PS
139
Principal Securities
Iowa
$5.5K +$1.62K +34 +43%
EWA
140
EverSource Wealth Advisors
Alabama
$5.04K
MIA
141
MeadowBrook Investment Advisors
Michigan
$4.82K -$2.38K -50 -33%
AIC
142
Archer Investment Corporation
Indiana
$4.63K +$95 +2 +2%
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4.76K +100 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$3.86K +$3.81K +80 New
BTI
145
Blue Trust Inc
Georgia
$2.81K
TRCT
146
Tower Research Capital (TRC)
New York
$2.56K -$32.3K -678 -93%
SFC
147
SYM Financial Corp
Indiana
$2.22K +$2.19K +46 New
BL
148
Balentine LLC
Georgia
$1.98K
AFWM
149
Abich Financial Wealth Management
Virginia
$1.88K +$1.86K +39 New
BWL
150
Bogart Wealth LLC
Virginia
$1.48K +$48 +1 +3%

EWL Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q2 2024, worth a combined $655M — down 2.9% from $675M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EWL positions and 23 closed out — a net gain of 2 holders — while 47 added to existing stakes and 54 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $9M. The largest seller was Polianta Ltd, exiting entirely with an estimated $14.4M sold.

  • 154 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $655M of iShares MSCI Switzerland ETF stock for Q2 2024, down 2.9% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Switzerland ETF positions in Q2 2024 and 23 closed out, a net change of +2 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q2 2024 was Waverly Advisors, an estimated $9M added.
  • The largest iShares MSCI Switzerland ETF seller in Q2 2024 was Polianta Ltd, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2024.