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iShares MSCI Spain ETF

114 hedge funds and large institutions have $716M invested in iShares MSCI Spain ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% less ownership

Funds ownership: 46.31%45.15% (-1.2%)

14% less funds holding

Funds holding: 133114 (-19)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less capital invested

Capital invested by funds: $1.1B → $716M (-$382M)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 55

70% less call options, than puts

Call options by funds: $6.45M | Put options by funds: $21.7M

Holders
114
Holders Change
-19
Holders Change %
-14.29%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
21
Increased
24
Reduced
55
Closed
39
Calls
$6.45M
Puts
$21.7M
Net Calls
-$15.2M
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$214M -$106M -2,872,903 -32%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M +$30.5M +822,400 +24%
Morgan Stanley
3
Morgan Stanley
New York
$31.5M -$12.3M -332,294 -27%
UBS Group
4
UBS Group
Switzerland
$30.2M +$32.3M +872,175 New
RIG
5
RiverFront Investment Group
Virginia
$27.6M -$9.47M -255,742 -24%
GC
6
Guggenheim Capital
Illinois
$26.1M +$8.84M +238,773 +46%
PAG
7
Pinnacle Advisory Group
Maryland
$23.3M +$24.6M +663,715 +6,500%
Wells Fargo
8
Wells Fargo
California
$16.8M -$12.1M -325,501 -40%
BTS
9
BB&T Securities
Virginia
$15M -$203K -5,482 -11%
BlackRock
10
BlackRock
New York
$14.6M +$15.6M +421,516 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.7M +$7.52M +203,054 +105%
FTUS
12
Flow Traders U.S.
New York
$11.3M -$14.1M -379,614 -54%
Bank of America
13
Bank of America
North Carolina
$10.9M -$7.89M -213,052 -40%
WOA
14
Water Oak Advisors
Florida
$9.45M +$4M +107,925 +65%
CC
15
Curian Capital
Colorado
$8.65M +$629K +16,975 +7%
Jane Street
16
Jane Street
New York
$7.2M -$17.1M -462,942 -69%
B
17
Bellecapital
Switzerland
$7.11M -$323K -8,720 -4%
National Pension Service
18
National Pension Service
South Korea
$6.06M -$17.4M -470,362 -73%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$5.88M -$563K -15,207 -8%
Allianz Asset Management
20
Allianz Asset Management
Germany
$5.58M -$2.45M -66,033 -29%
VSWA
21
Vontobel Swiss Wealth Advisors
Switzerland
$5.33M +$5.7M +153,935 New
BGDI
22
BW Gestao de Investimentos
Brazil
$5.02M
RG
23
Rathbones Group
United Kingdom
$4.86M +$945K +25,524 +22%
SG Americas Securities
24
SG Americas Securities
New York
$4.86M -$3.03M -81,711 -37%
RJA
25
Raymond James & Associates
Florida
$3.92M -$373K -10,068 -8%

EWP Hedge Fund Activity: Q4 2014 in Review

114 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Spain ETF (EWP) for Q4 2014, worth a combined $716M — down 35% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of EWP and 21 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 24 added.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was Goldman Sachs, cutting an estimated $106M.

  • 114 institutional investors held iShares MSCI Spain ETF (EWP) as of Q4 2014, down from 133 in Q3 2014.
  • Funds reported $716M of iShares MSCI Spain ETF stock for Q4 2014, down 35% quarter-over-quarter.
  • 21 funds opened new iShares MSCI Spain ETF positions in Q4 2014 and 39 closed out, a net change of -18 holders.
  • The largest iShares MSCI Spain ETF buyer in Q4 2014 was Fidelity Investments, an estimated $30.5M added.
  • The largest iShares MSCI Spain ETF seller in Q4 2014 was Goldman Sachs, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2014.