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iShares MSCI Spain ETF

86 hedge funds and large institutions have $429M invested in iShares MSCI Spain ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

19% more funds holding

Funds holding: 7286 (+14)

5.23% more ownership

Funds ownership: 52.74%57.96% (+5.2%)

16% less capital invested

Capital invested by funds: $508M → $429M (-$79.6M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

91% less call options, than puts

Call options by funds: $547K | Put options by funds: $5.91M

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
19
Reduced
27
Closed
10
Calls
$547K
Puts
$5.91M
Net Calls
-$5.36M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$129M
National Pension Service
2
National Pension Service
South Korea
$50.2M +$2.57M +94,476 +5%
Wells Fargo
3
Wells Fargo
California
$43.1M +$36M +1,323,106 +328%
BFA
4
BlackRock Fund Advisors
California
$30M -$29.8M -1,093,070 -48%
Goldman Sachs
5
Goldman Sachs
New York
$27.4M -$5M -183,774 -14%
PVH
6
Psagot Value Holdings
Israel
$18.6M -$2.19M -80,486 -10%
Ameriprise
7
Ameriprise
Minnesota
$17.9M +$7.6M +279,293 +64%
OMC
8
Old Mission Capital
Illinois
$14.5M -$2.61M -96,003 -14%
JP Morgan Chase
9
JP Morgan Chase
New York
$8.31M +$2.23M +81,785 +33%
SG Americas Securities
10
SG Americas Securities
New York
$5.88M -$12.4M -454,851 -66%
SG
11
Societe Generale
$5.88M +$6.41M +235,538 New
Morgan Stanley
12
Morgan Stanley
New York
$5.03M -$3.46M -127,079 -39%
KHLMVGHM
13
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5M
B
14
Bellecapital
Switzerland
$4.2M -$67K -2,460 -1%
ANTB
15
AMG National Trust Bank
Colorado
$3.98M +$582K +21,383 +15%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$3.97M +$1.23M +45,022 +40%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$3.92M +$598K +21,982 +16%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$3.8M -$558K -20,500 -12%
Axa
19
Axa
France
$3.29M +$580K +21,300 +19%
WOA
20
Water Oak Advisors
Florida
$3.06M -$3.72M -136,500 -53%
MM
21
Main Management
California
$2.75M +$2.99M +110,012 New
BCI
22
Brinker Capital Investments
Pennsylvania
$2.13M +$4.14K +152 +0.2%
Capital Fund Management (CFM)
23
Capital Fund Management (CFM)
France
$2.1M -$199K -7,314 -8%
ED
24
Exane Derivatives
France
$2.07M -$1.15M -42,419 -34%
KHLMTHM
25
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.92M

EWP Hedge Fund Activity: Q2 2016 in Review

86 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Spain ETF (EWP) for Q2 2016, worth a combined $429M — down 16% from $508M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EWP positions and 10 closed out — a net gain of 14 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $36M. The largest seller was BlackRock, exiting entirely with an estimated $31.2M sold.

  • 86 institutional investors held iShares MSCI Spain ETF (EWP) as of Q2 2016, up from 72 in Q1 2016.
  • Funds reported $429M of iShares MSCI Spain ETF stock for Q2 2016, down 16% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Spain ETF positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest iShares MSCI Spain ETF buyer in Q2 2016 was Wells Fargo, an estimated $36M added.
  • The largest iShares MSCI Spain ETF seller in Q2 2016 was BlackRock, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2016.