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iShares MSCI Mexico ETF

253 hedge funds and large institutions have $1.41B invested in iShares MSCI Mexico ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $76.5M | Put options by funds: $57.7M

14% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 74

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 257253 (-4)

27.51% less ownership

Funds ownership: 96.53%69.02% (-28%)

30% less capital invested

Capital invested by funds: $2.02B → $1.41B (-$617M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
84
Reduced
74
Closed
45
Calls
$76.5M
Puts
$57.7M
Net Calls
+$18.8M
Net Calls Change
+$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.14M +$1.03M +15,450 +1,651%
CA
102
Cetera Advisors
Colorado
$1.11M -$138K -2,068 -11%
IA
103
IFP Advisors
Florida
$1.09M +$809K +12,160 +339%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$1.09M
SLF
105
Sun Life Financial
Ontario, Canada
$1.09M
FIA
106
Foundations Investment Advisors
Arizona
$1.06M +$1.02M +15,332 New
CWA
107
Capital Wealth Alliance
Arizona
$1.06M +$290K +4,358 +40%
SPIA
108
Steward Partners Investment Advisory
New York
$1.05M +$38.4K +578 +4%
PIA
109
Perennial Investment Advisors
California
$1.01M +$136K +2,043 +16%
PFMU
110
Privium Fund Management (UK)
United Kingdom
$987K +$948K +14,260 New
PAG
111
Private Advisor Group
New Jersey
$957K +$674K +10,127 +275%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$956K -$391K -5,880 -30%
HCM
113
Hollencrest Capital Management
California
$947K
IC
114
Innealta Capital
Texas
$945K +$133 +2 +0%
WIM
115
Waycross Investment Management
Washington
$929K +$892K +13,408 New
DC
116
Davenport & Co
Virginia
$915K +$46K +692 +6%
PTC
117
Private Trust Company
Ohio
$909K +$82.7K +1,243 +10%
GWM
118
Geneos Wealth Management
Colorado
$886K
MLM
119
Mount Lucas Management
Pennsylvania
$885K +$32.8K +493 +4%
SC
120
Solstein Capital
California
$883K +$799K +12,015 +1,655%
BS
121
Banco Santander
Spain
$846K +$607K +9,131 +297%
SF
122
Summit Financial
New Jersey
$839K +$56.3K +846 +8%
CIM
123
Contravisory Investment Management
Massachusetts
$812K -$29.7K -447 -4%
SWP
124
Stratos Wealth Partners
Ohio
$807K -$360K -5,409 -32%
DCM
125
Discovery Capital Management
Connecticut
$804K -$30.2M -454,198 -98%