iShares MSCI Switzerland ETF
144 hedge funds and large institutions have $582M invested in iShares MSCI Switzerland ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 14 closing their positions.
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
15% more capital invested
Capital invested by funds: $504M → $582M (+$77.4M)
13% more funds holding
Funds holding: 128 → 144 (+16)
0.83% more ownership
Funds ownership: 56% → 56.83% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
55% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 55
82% less call options, than puts
Call options by funds: $272K | Put options by funds: $1.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$25.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.7M |
| 3 |
JP Morgan Chase
New York
|
+$18.2M |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
+$6.96M |
| 5 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.4M |
| 2 |
LPL Financial
San Diego,
California
|
-$13M |
| 3 |
Citigroup
New York
|
-$10.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.22M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.56M |
EWL Hedge Fund Activity: Q3 2018 in Review
144 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q3 2018, worth a combined $582M — up 15% from $504M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new EWL positions and 14 closed out — a net gain of 16 holders — while 25 added to existing stakes and 55 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $25.1M. The largest seller was Ameriprise, cutting an estimated $20.4M.
- 144 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q3 2018, up from 128 in Q2 2018.
- Funds reported $582M of iShares MSCI Switzerland ETF stock for Q3 2018, up 15% quarter-over-quarter.
- 30 funds opened new iShares MSCI Switzerland ETF positions in Q3 2018 and 14 closed out, a net change of +16 holders.
- The largest iShares MSCI Switzerland ETF buyer in Q3 2018 was United Capital Financial Advisors, an estimated $25.1M added.
- The largest iShares MSCI Switzerland ETF seller in Q3 2018 was Ameriprise, an estimated $20.4M sold.
Based on aggregated 13F filings for Q3 2018.