We are live on ! Find out more
EWL icon

iShares MSCI Switzerland ETF

131 hedge funds and large institutions have $446M invested in iShares MSCI Switzerland ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 48 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

4.3% less ownership

Funds ownership: 56.86%52.56% (-4.3%)

10% less funds holding

Funds holding: 145131 (-14)

23% less capital invested

Capital invested by funds: $582M → $446M (-$136M)

27% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 48

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.25M

Holders
131
Holders Change
-14
Holders Change %
-9.66%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
19
Increased
35
Reduced
48
Closed
31
Calls
Puts
$2.25M
Net Calls
-$2.25M
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$102M -$17.7M -540,278 -14%
AssetMark Inc
2
AssetMark Inc
California
$55.4M +$2.37M +72,383 +4%
Wells Fargo
3
Wells Fargo
California
$44.9M +$1.52M +46,498 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$25.9M -$18.5M -567,011 -41%
UBS Group
5
UBS Group
Switzerland
$19.9M -$2.31M -70,614 -10%
1CP
6
1607 Capital Partners
Virginia
$19.7M +$4.51M +137,900 +28%
Cerity Partners
7
Cerity Partners
New York
$13M -$185K -5,665 -1%
Citadel Advisors
8
Citadel Advisors
Florida
$10.5M +$8.83M +270,257 +440%
X
9
Xponance
Pennsylvania
$10.2M +$3.91M +119,581 +59%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.94M -$20.9M -640,750 -69%
CCA
11
Catalyst Capital Advisors
New York
$8.92M +$464K +14,209 +5%
MRC
12
Millburn Ridgefield Corp
New York
$8.92M +$464K +14,209 +5%
BPC
13
Banque Pictet & Cie
Switzerland
$7.82M -$486K -14,881 -6%
PNAA
14
Pictet North America Advisors
Switzerland
$7.82M -$486K -14,881 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.19M +$6.6M +202,063 +778%
ANTB
16
AMG National Trust Bank
Colorado
$7.04M -$181K -5,553 -2%
VSWA
17
Vontobel Swiss Wealth Advisors
Switzerland
$6.51M -$594K -18,172 -8%
FPFS
18
First Personal Financial Services
North Carolina
$5.36M +$94.9K +2,905 +2%
IC
19
Innealta Capital
Texas
$5.04M +$5.22M +159,838 New
BlackRock
20
BlackRock
New York
$4.79M -$85.9K -2,630 -2%
Morgan Stanley
21
Morgan Stanley
New York
$4.42M -$103K -3,160 -2%
WOA
22
Water Oak Advisors
Florida
$4.28M -$827K -25,298 -16%
Jane Street
23
Jane Street
New York
$3.01M +$1.36M +41,761 +78%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$2.94M -$152K -4,663 -5%
BG
25
Bollard Group
Massachusetts
$2.87M

EWL Hedge Fund Activity: Q4 2018 in Review

131 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Switzerland ETF (EWL) for Q4 2018, worth a combined $446M — down 23% from $582M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EWL and 19 opened new positions — a net loss of 12 holders — while 48 trimmed existing stakes and 35 added.

The largest buyer was Citadel Advisors, adding an estimated $8.83M. The largest seller was United Capital Financial Advisors, cutting an estimated $24.1M.

  • 131 institutional investors held iShares MSCI Switzerland ETF (EWL) as of Q4 2018, down from 145 in Q3 2018.
  • Funds reported $446M of iShares MSCI Switzerland ETF stock for Q4 2018, down 23% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Switzerland ETF positions in Q4 2018 and 31 closed out, a net change of -12 holders.
  • The largest iShares MSCI Switzerland ETF buyer in Q4 2018 was Citadel Advisors, an estimated $8.83M added.
  • The largest iShares MSCI Switzerland ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2018.