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iShares MSCI Taiwan ETF

214 hedge funds and large institutions have $2.5B invested in iShares MSCI Taiwan ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

3% more funds holding

Funds holding: 207214 (+7)

9.53% less ownership

Funds ownership: 68.32%58.78% (-9.5%)

12% less capital invested

Capital invested by funds: $2.84B → $2.5B (-$341M)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

73% less call options, than puts

Call options by funds: $5.64M | Put options by funds: $21.2M

Holders
214
Holders Change
+7
Holders Change %
+3.38%
% of All Funds
3.36%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
56
Reduced
65
Closed
28
Calls
$5.64M
Puts
$21.2M
Net Calls
-$15.6M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$547M +$1.54M +33,821 +0.3%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$450M +$32M +701,070 +8%
BlackRock
3
BlackRock
New York
$138M -$162M -3,554,889 -55%
Northern Trust
4
Northern Trust
Illinois
$76.1M -$76M -1,665,175 -51%
SLF
5
Sun Life Financial
Ontario, Canada
$72.7M +$70.6M +1,546,250 New
UIM
6
USS Investment Management
United Kingdom
$68.9M
JP Morgan Chase
7
JP Morgan Chase
New York
$64.6M +$23.7M +518,905 +61%
Goldman Sachs
8
Goldman Sachs
New York
$55.4M +$36M +789,254 +203%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$54.2M -$4.08M -89,450 -7%
COLIM
10
City of London Investment Management
United Kingdom
$51M -$12.5M -274,307 -20%
MIH
11
Meitav Investment House
Israel
$43.4M +$4.11M +90,000 +11%
IWC
12
Integrated Wealth Concepts
Massachusetts
$38.1M -$1.71M -37,548 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.7M
Invesco
14
Invesco
Georgia
$33.2M -$243K -5,331 -0.7%
Legal & General Group
15
Legal & General Group
United Kingdom
$32.3M +$10.8M +237,300 +53%
Bank of America
16
Bank of America
North Carolina
$32.2M +$15.6M +342,435 +100%
Morgan Stanley
17
Morgan Stanley
New York
$30M +$1.57M +34,506 +6%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$29.2M +$3.36M +73,565 +13%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$26.9M +$825K +18,088 +3%
OCBCO
20
Oversea-Chinese Banking Corp (OCBC)
Singapore
$26.5M -$673K -14,755 -3%
IMPI
21
Ilmarinen Mutual Pension Insurance
Finland
$25.8M
PI
22
PineBridge Investments
New York
$24.6M +$20M +437,235 +509%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$22.1M +$3.67M +80,403 +21%
Ameriprise
24
Ameriprise
Minnesota
$20.6M -$23.5M -514,632 -53%
Korea Investment Corp
25
Korea Investment Corp
South Korea
$20.2M

EWT Hedge Fund Activity: Q2 2023 in Review

214 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Taiwan ETF (EWT) for Q2 2023, worth a combined $2.5B — down 12% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EWT positions and 28 closed out — a net gain of 7 holders — while 56 added to existing stakes and 65 trimmed.

The largest buyer was Sun Life Financial, opening a new position worth an estimated $70.6M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $182M sold.

  • 214 institutional investors held iShares MSCI Taiwan ETF (EWT) as of Q2 2023, up from 207 in Q1 2023.
  • Funds reported $2.5B of iShares MSCI Taiwan ETF stock for Q2 2023, down 12% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Taiwan ETF positions in Q2 2023 and 28 closed out, a net change of +7 holders.
  • The largest iShares MSCI Taiwan ETF buyer in Q2 2023 was Sun Life Financial, an estimated $70.6M added.
  • The largest iShares MSCI Taiwan ETF seller in Q2 2023 was State of New Jersey Common Pension Fund D, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2023.