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iShares MSCI Mexico ETF

228 hedge funds and large institutions have $1.31B invested in iShares MSCI Mexico ETF in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.4% more ownership

Funds ownership: 87.71%96.11% (+8.4%)

3% less funds holding

Funds holding: 234228 (-6)

8% less capital invested

Capital invested by funds: $1.42B → $1.31B (-$117M)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

14% less call options, than puts

Call options by funds: $62M | Put options by funds: $72M

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
228
Holders Change
-6
Holders Change %
-2.56%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
35
Increased
65
Reduced
81
Closed
40
Calls
$62M
Puts
$72M
Net Calls
-$10.1M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$690K +$578K +9,326 +370%
CIM
127
Contravisory Investment Management
Massachusetts
$670K +$44.1K +711 +7%
LCGC
128
Legacy Capital Group California
California
$663K +$36.4K +587 +5%
DBIA
129
Dumont & Blake Investment Advisors
New Jersey
$656K -$26.3K -425 -4%
Truist Financial
130
Truist Financial
North Carolina
$609K -$8.3K -134 -1%
MML Investors Services
131
MML Investors Services
Massachusetts
$606K -$42.8K -691 -6%
TSS
132
Two Sigma Securities
New York
$606K +$644K +10,400 New
CWA
133
Capital Wealth Alliance
Arizona
$605K -$169K -2,721 -21%
SF
134
Summit Financial
New Jersey
$592K +$630K +10,167 New
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$587K +$4.65K +75 +0.7%
RC
136
RBF Capital
California
$582K
SWM
137
Spire Wealth Management
Virginia
$534K -$9.05K -146 -2%
NL
138
NVWM LLC
Pennsylvania
$500K +$47.6K +768 +10%
CCG
139
Coastwise Capital Group
California
$485K -$62.6K -1,011 -11%
Comerica Bank
140
Comerica Bank
Texas
$466K +$496K +8,005 New
CAG
141
Csenge Advisory Group
Florida
$465K -$44.3K -715 -8%
ITB
142
Idaho Trust Bank
Idaho
$463K +$201K +3,239 +69%
AI
143
Atom Investors
Texas
$463K +$492K +7,943 New
Renaissance Technologies
144
Renaissance Technologies
New York
$437K -$2.31M -37,293 -83%
ASFA
145
All Season Financial Advisors
Colorado
$431K -$182K -2,943 -28%
SC
146
Scotia Capital
Ontario, Canada
$429K +$50.7K +818 +12%
GAM
147
Gould Asset Management
California
$413K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$411K +$49.8K +804 +13%
KP
149
Keel Point
Alabama
$411K +$2.97K +48 +0.7%
SIG
150
Sargent Investment Group
Maryland
$404K +$41.2K +665 +11%

EWW Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Mexico ETF (EWW) for Q3 2023, worth a combined $1.31B — down 8.2% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of EWW and 35 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 65 added.

The largest buyer was Goldman Sachs, adding an estimated $39.9M. The largest seller was JP Morgan Chase, cutting an estimated $68.4M.

  • 228 institutional investors held iShares MSCI Mexico ETF (EWW) as of Q3 2023, down from 234 in Q2 2023.
  • Funds reported $1.31B of iShares MSCI Mexico ETF stock for Q3 2023, down 8.2% quarter-over-quarter.
  • 35 funds opened new iShares MSCI Mexico ETF positions in Q3 2023 and 40 closed out, a net change of -5 holders.
  • The largest iShares MSCI Mexico ETF buyer in Q3 2023 was Goldman Sachs, an estimated $39.9M added.
  • The largest iShares MSCI Mexico ETF seller in Q3 2023 was JP Morgan Chase, an estimated $68.4M sold.

Based on aggregated 13F filings for Q3 2023.