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iShares MSCI Spain ETF

80 hedge funds and large institutions have $267M invested in iShares MSCI Spain ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 8680 (-6)

12.45% less ownership

Funds ownership: 57.96%45.51% (-12%)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

38% less capital invested

Capital invested by funds: $429M → $267M (-$162M)

44% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 34

63% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $4.05M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
19
Reduced
34
Closed
15
Calls
$1.5M
Puts
$4.05M
Net Calls
-$2.55M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.83M -$207K -7,901 -10%
CCA
27
Catalyst Capital Advisors
New York
$1.77M +$1.73M +66,052 New
GH
28
GAM Holding
Switzerland
$1.58M
ED
29
Exane Derivatives
France
$1.51M -$695K -26,558 -32%
B
30
Bellecapital
Switzerland
$1.48M -$2.94M -112,604 -67%
RIG
31
Renaissance Investment Group
Massachusetts
$1.32M +$7.58K +290 +0.6%
1GA
32
1st Global Advisors
Texas
$1.26M +$33.6K +1,284 +3%
AC
33
AFAM Capital
Texas
$1.25M +$20.9K +798 +2%
BGDI
34
BW Gestao de Investimentos
Brazil
$1.16M
GEM
35
Global Endowment Management
North Carolina
$1.03M
HSBC Holdings
36
HSBC Holdings
United Kingdom
$901K -$3.22M -123,257 -79%
Millennium Management
37
Millennium Management
New York
$789K -$807K -30,867 -51%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$725K -$54.9K -2,098 -7%
GI
39
Glovista Investments
New Jersey
$723K +$705K +26,950 New
Stifel Financial
40
Stifel Financial
Missouri
$700K -$155K -5,923 -18%
CIM
41
Cambria Investment Management
California
$620K +$605K +23,131 New
Prudential Financial
42
Prudential Financial
New Jersey
$483K -$105K -4,000 -18%
LTI
43
Laffer Tengler Investments
Tennessee
$471K -$12K -458 -3%
Barclays
44
Barclays
United Kingdom
$408K -$233K -8,919 -37%
RIL
45
Rothschild Investment LLC
Illinois
$386K -$12.9K -492 -3%
LAM
46
Lebenthal Asset Management
New York
$353K -$116K -4,448 -25%
VKH
47
Virtu KCG Holdings
New York
$333K +$114K +4,363 +54%
VSWA
48
Vontobel Swiss Wealth Advisors
Switzerland
$280K +$273K +10,430 New
LPL Financial
49
LPL Financial
California
$266K -$1.19M -45,368 -82%
Simplex Trading
50
Simplex Trading
Illinois
$261K +$255K +9,735 New

EWP Hedge Fund Activity: Q3 2016 in Review

80 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Spain ETF (EWP) for Q3 2016, worth a combined $267M — down 38% from $429M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EWP and 11 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 19 added.

The largest buyer was SG Americas Securities, adding an estimated $9.37M. The largest seller was Fidelity Investments, cutting an estimated $68M.

  • 80 institutional investors held iShares MSCI Spain ETF (EWP) as of Q3 2016, down from 86 in Q2 2016.
  • Funds reported $267M of iShares MSCI Spain ETF stock for Q3 2016, down 38% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Spain ETF positions in Q3 2016 and 15 closed out, a net change of -4 holders.
  • The largest iShares MSCI Spain ETF buyer in Q3 2016 was SG Americas Securities, an estimated $9.37M added.
  • The largest iShares MSCI Spain ETF seller in Q3 2016 was Fidelity Investments, an estimated $68M sold.

Based on aggregated 13F filings for Q3 2016.