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iShares MSCI Taiwan ETF
EWT

191 hedge funds and large institutions have $3.5B invested in iShares MSCI Taiwan ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $2.98B → $3.5B (+$523M)

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

4.3% more ownership

Funds ownership: 91.62% → 95.92% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

2% less funds holding

Funds holding: 194 → 191 (-3)

94% less call options, than puts

Call options by funds: $6.16M | Put options by funds: $105M

Holders
191
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
4.76%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
30
Increased
63
Reduced
55
Closed
31
Calls
$6.16M
Puts
$105M
Net Calls
-$99M
Net Calls Change
-$40.2M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$96M
2
Squarepoint
Squarepoint
New York
+$89.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$51.9M
4
BlackRock
BlackRock
New York
+$45.9M
5
UBS Group
UBS Group
Switzerland
+$44.3M

Top Sellers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$60.3M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$44.6M
3
QIM
Quantitative Investment Management
Virginia
-$36M
4
CS
Credit Suisse
Switzerland
-$31.4M
5
H
Hexavest
Quebec, Canada
-$25.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
76
RPG Investment Advisory
California
$3.4M -$196K -5,700 -6%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$3.29M -$344K -10,034 -10%
PPA
78
Parametric Portfolio Associates
Washington
$3.12M +$218K +6,352 +8%
State Street
79
State Street
Massachusetts
$3.06M -$515K -15,000 -15%
American Century Companies
80
American Century Companies
Missouri
$2.74M +$583K +16,989 +29%
ZIM
81
Zacks Investment Management
Illinois
$2.65M +$1.41M +41,028 +124%
BCI
82
Brinker Capital Investments
Pennsylvania
$2.5M +$51.5K +1,500 +2%
LPL Financial
83
LPL Financial
California
$2.43M -$9.85K -287 -0.4%
CCA
84
Checchi Capital Advisers
California
$2.25M -$1.37K -40 -0.1%
PAM
85
Panagora Asset Management
Massachusetts
$2.23M – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$2.22M +$2.13M +62,000 New
PNAA
87
Pictet North America Advisors
Switzerland
$2.19M – – –
CCM
88
Causeway Capital Management
California
$2.12M +$323K +9,400 +19%
TSS
89
Two Sigma Securities
New York
$2.1M +$1.54M +44,807 +319%
LS
90
Lattice Strategies
Pennsylvania
$2.02M +$310K +9,020 +19%
LOAMS
91
Lombard Odier Asset Management (Switzerland)
Switzerland
$2M -$330K -9,600 -15%
BIA
92
Biondo Investment Advisors
Pennsylvania
$1.96M +$1.88M +54,800 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$1.94M -$2.07M -60,204 -53%
SB
94
Suntrust Banks
Georgia
$1.94M +$1.86M +54,241 New
NC
95
NewSquare Capital
Pennsylvania
$1.93M +$1.92M +56,031 New
Neuberger Berman Group
96
Neuberger Berman Group
New York
$1.85M +$3.02K +88 +0.2%
MML Investors Services
97
MML Investors Services
Massachusetts
$1.8M +$1.73M +50,330 New
ACP
98
Aveo Capital Partners
Colorado
$1.78M +$1.71M +49,883 New
MLIC
99
Mandatum Life Insurance Company
Finland
$1.7M -$3.72M -108,500 -70%
IPC
100
Independent Portfolio Consultants
Florida
$1.45M -$484K -14,086 -26%
2 3
4
5 6

EWT Hedge Fund Activity: Q2 2017 in Review

191 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Taiwan ETF (EWT) for Q2 2017, worth a combined $3.5B — up 18% from $2.98B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EWT and 30 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 63 added.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $96M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $60.3M.

  • 191 institutional investors held iShares MSCI Taiwan ETF (EWT) as of Q2 2017, down from 194 in Q1 2017.
  • Funds reported $3.5B of iShares MSCI Taiwan ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 30 funds opened new iShares MSCI Taiwan ETF positions in Q2 2017 and 31 closed out, a net change of -1 holder.
  • The largest iShares MSCI Taiwan ETF buyer in Q2 2017 was AssetMark Inc, an estimated $96M added.
  • The largest iShares MSCI Taiwan ETF seller in Q2 2017 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $60.3M sold.

Based on aggregated 13F filings for Q2 2017.