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iShares MSCI Switzerland ETF
134 hedge funds and large institutions have $666M invested in iShares MSCI Switzerland ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
49% more capital invested
Capital invested by funds: $446M → $666M (+$220M)
15.5% more ownership
Funds ownership: 52.56% → 68.06% (+15%)
15% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 26
2% more funds holding
Funds holding: 131 → 134 (+3)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $990K
Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
30
Increased
32
Reduced
32
Closed
26
Calls
–
Puts
$990K
Net Calls
-$990K
Net Calls Change
+$1.25M
Top Buyers
| 1 |
BlackRock
New York
|
+$34.7M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$32.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.9M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$28.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$27.3M |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$12.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.5M |
| 3 |
VSWA
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
-$6.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.35M |
| 5 |
IC
Innealta Capital
Austin,
Texas
|
-$5.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRC
151
Curi RMB Capital
Chicago,
Illinois
| – | -$18K | -568 | Closed |
|
|
PG
152
Patten Group
Chattanooga,
Tennessee
| – | -$11K | -350 | Closed |
|
|
WTC
153
WhitTier Trust Company
Reno,
Nevada
| – | -$10K | -322 | Closed |
|
154
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -167 | Closed |
|
|
CFGS
155
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$4.5K | -133 | Closed |
|
|
VIP
156
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| – | -$4K | -120 | Closed |
|
|
HI
157
Human Investing
Lake Oswego,
Oregon
| – | -$2K | -49 | Closed |
|
|
TFA
158
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$2K | -34 | Closed |
|
|
CWM
159
Catamount Wealth Management
Westport,
Connecticut
| – | -$1K | -26 | Closed |
|