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iShares MSCI Mexico ETF

154 hedge funds and large institutions have $1.05B invested in iShares MSCI Mexico ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $391M | Put options by funds: $326M

10% more capital invested

Capital invested by funds: $947M → $1.05B (+$99.3M)

9.55% more ownership

Funds ownership: 86.72%96.27% (+9.5%)

6% less funds holding

Funds holding: 164154 (-10)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
154
Holders Change
-10
Holders Change %
-6.1%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
27
Increased
38
Reduced
49
Closed
36
Calls
$391M
Puts
$326M
Net Calls
+$64.9M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$21K +$20.5K +400 New
SLF
127
Sun Life Financial
Ontario, Canada
$18.7K -$935K -18,216 -95%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$16K
FPFS
129
First Personal Financial Services
North Carolina
$14K
RPG
130
Risk Paradigm Group
Texas
$12.9K -$26K -507 -67%
PCM
131
Poehling Capital Management
Wisconsin
$12K
SF
132
Synovus Financial
Georgia
$10K +$10.3K +200 New
CFD
133
Creative Financial Designs
Indiana
$9K -$2.05K -40 -19%
CCM
134
Cribstone Capital Management
Maine
$9K -$616 -12 -6%
ME
135
McIlrath & Eck
Washington
$9K
APP
136
Avantax Planning Partners
Iowa
$9K +$9.34K +182 New
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$8K
CWM
138
Cedar Wealth Management
California
$6K +$5.65K +110 New
GWM
139
Geneos Wealth Management
Colorado
$5K -$15.4K -300 -75%
FWM
140
Focused Wealth Management
New York
$5K
SWM
141
SeaCrest Wealth Management
New York
$5K
SFG
142
SevenBridge Financial Group
Pennsylvania
$5K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$4K -$7.96K -155 -67%
AOWM
144
Alpha Omega Wealth Management
Virginia
$4K
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$4K
GT
146
Glenmede Trust
Pennsylvania
$4K
SWP
147
Stratos Wealth Partners
Ohio
$4K
FGC
148
Financial Gravity Companies
Texas
$2K -$1.39K -27 -47%
AWM
149
Aevitas Wealth Management
Massachusetts
$2K
FGAM
150
Financial Gravity Asset Management
Texas
$2K +$1.59K +31 New