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iShares MSCI Austria ETF

69 hedge funds and large institutions have $169M invested in iShares MSCI Austria ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $143M → $169M (+$26.2M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6.64% more ownership

Funds ownership: 55.74%62.37% (+6.6%)

0% more funds holding

Funds holding: 6969 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
69
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
22
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.2M +$6M +233,024 +36%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.7M +$16M +619,943 New
AII
3
AGF Investments Inc
Ontario, Canada
$10.2M
PL
4
Parkwood LLC
Ohio
$9.21M
CIBC World Market
5
CIBC World Market
Ontario, Canada
$8.7M +$8.6M +334,153 +3,770%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.94M -$7.84M -304,446 -49%
UCFA
7
United Capital Financial Advisors
Texas
$7.33M -$175K -6,799 -2%
NCM
8
Niemann Capital Management
Nevada
$7.09M -$174K -6,774 -2%
Wells Fargo
9
Wells Fargo
California
$6.55M +$490K +19,036 +8%
Bank of America
10
Bank of America
North Carolina
$6.12M -$2.66M -103,376 -30%
UBS Group
11
UBS Group
Switzerland
$5.95M -$92.6K -3,598 -2%
RJA
12
Raymond James & Associates
Florida
$5.46M +$4.23M +164,236 +322%
MLM
13
Mount Lucas Management
Pennsylvania
$5.17M +$207K +8,061 +4%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$4.24M +$326K +12,655 +8%
BCI
15
Brinker Capital Investments
Pennsylvania
$3.6M
AGA
16
Accuvest Global Advisors
Utah
$3.27M +$127K +4,942 +4%
ACA
17
Atlas Capital Advisors
Wyoming
$2.82M +$2.86M +111,210 New
AIA
18
Arrow Investment Advisors
Maryland
$2.59M -$2.65M -103,080 -50%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.43M -$97.5K -3,787 -4%
BIA
20
Biondo Investment Advisors
Pennsylvania
$2.42M +$172K +6,685 +8%
SB
21
Suntrust Banks
Georgia
$2.37M +$148K +5,746 +6%
NC
22
NewSquare Capital
Pennsylvania
$2.25M +$103K +4,010 +5%
Axa
23
Axa
France
$2.12M
HA
24
Hays Advisory
Tennessee
$1.99M -$494K -19,175 -20%
ZIM
25
Zacks Investment Management
Illinois
$1.92M +$36.1K +1,401 +2%

EWO Hedge Fund Activity: Q1 2018 in Review

69 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Austria ETF (EWO) for Q1 2018, worth a combined $169M — up 18% from $143M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EWO positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $16M. The largest seller was Envestnet Asset Management, cutting an estimated $7.84M.

  • 69 institutional investors held iShares MSCI Austria ETF (EWO) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $169M of iShares MSCI Austria ETF stock for Q1 2018, up 18% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Austria ETF positions in Q1 2018 and 7 closed out, a net change of +1 holder.
  • The largest iShares MSCI Austria ETF buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $16M added.
  • The largest iShares MSCI Austria ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $7.84M sold.

Based on aggregated 13F filings for Q1 2018.