We are live on ! Find out more
EWW icon

iShares MSCI Mexico ETF

173 hedge funds and large institutions have $1.72B invested in iShares MSCI Mexico ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 30

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

17% more funds holding

Funds holding: 148173 (+25)

2.34% more ownership

Funds ownership: 66.61%68.96% (+2.3%)

3% more capital invested

Capital invested by funds: $1.68B → $1.72B (+$44.9M)

8% less call options, than puts

Call options by funds: $245M | Put options by funds: $265M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
173
Holders Change
+25
Holders Change %
+16.89%
% of All Funds
5.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
59
Increased
48
Reduced
41
Closed
30
Calls
$245M
Puts
$265M
Net Calls
-$20.2M
Net Calls Change
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$67K +$1.77K +27 +3%
FMP
152
Financial Management Professionals
Texas
$62K
RCG
153
Rock Creek Group
District of Columbia
$61.4K +$8.64M +131,405 +17%
DBT
154
Dubuque Bank & Trust
Iowa
$59K -$10.5K -160 -16%
WTC
155
WhitTier Trust Company
Nevada
$54K +$46K +700 +700%
SFSIG
156
San Francisco Sentry Investment Group
California
$47K
Invesco
157
Invesco
Georgia
$34K +$26.3K +400 +400%
NC
158
NewSquare Capital
Pennsylvania
$27K
PAS
159
Partnervest Advisory Services
California
$19K +$131 +2 +0.7%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$18K -$11K -167 -39%
BGIM
161
Brandywine Global Investment Management
Pennsylvania
$18K +$131 +2 +0.8%
CK
162
Carnick & Kubik
Colorado
$11.9K +$11.5K +175 New
PSI
163
Pinnacle Summer Investments
Virginia
$11K
NES
164
New England Securities
New York
$11K +$10.9K +166 New
1IC
165
1919 Investment Counsel
Maryland
$10K
DADC
166
D.A. Davidson & Co
Montana
$8K +$8.22K +125 New
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$7K +$6.51K +99 New
MWP
168
MYCIO Wealth Partners
Pennsylvania
$6K
WRM
169
Westport Resources Management
Connecticut
$5K
BIM
170
BlackRock Investment Management
Delaware
$5K +$4.93K +75 New
BPBT
171
Boston Private Bank & Trust
Massachusetts
$3K
CFA
172
Carroll Financial Associates
North Carolina
$2K
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 +$854 +13 +68%
BlackRock
174
BlackRock
New York
-$76M -1,189,978 Closed
GI
175
Glovista Investments
New Jersey
-$30.8M -481,521 Closed

EWW Hedge Fund Activity: Q4 2013 in Review

173 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Mexico ETF (EWW) for Q4 2013, worth a combined $1.72B — up 2.7% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EWW positions and 30 closed out — a net gain of 29 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was PineBridge Investments, opening a new position worth an estimated $42.4M. The largest seller was BlackRock, exiting entirely with an estimated $76M sold.

  • 173 institutional investors held iShares MSCI Mexico ETF (EWW) as of Q4 2013, up from 148 in Q3 2013.
  • Funds reported $1.72B of iShares MSCI Mexico ETF stock for Q4 2013, up 2.7% quarter-over-quarter.
  • 59 funds opened new iShares MSCI Mexico ETF positions in Q4 2013 and 30 closed out, a net change of +29 holders.
  • The largest iShares MSCI Mexico ETF buyer in Q4 2013 was PineBridge Investments, an estimated $42.4M added.
  • The largest iShares MSCI Mexico ETF seller in Q4 2013 was BlackRock, an estimated $76M sold.

Based on aggregated 13F filings for Q4 2013.