We are live on ! Find out more
EWW icon

iShares MSCI Mexico ETF

186 hedge funds and large institutions have $1.56B invested in iShares MSCI Mexico ETF in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 58 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $369M | Put options by funds: $243M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

1.3% less ownership

Funds ownership: 69.82%68.51% (-1.3%)

2% less funds holding

Funds holding: 189186 (-3)

21% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 58

27% less capital invested

Capital invested by funds: $2.13B → $1.56B (-$564M)

Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
4.96%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
52
Increased
46
Reduced
58
Closed
51
Calls
$369M
Puts
$243M
Net Calls
+$126M
Net Calls Change
+$299M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
151
MSI Financial Services
Massachusetts
$43K +$4.95K +77 +12%
VSWA
152
Vontobel Swiss Wealth Advisors
Switzerland
$42K +$45K +700 New
WA
153
WFG Advisors
Texas
$41K
GWS
154
Glassman Wealth Services
Virginia
$38K +$41.3K +643 New
US Bancorp
155
US Bancorp
Minnesota
$34K -$921K -14,335 -96%
BBPWM
156
Blue Bell Private Wealth Management
Pennsylvania
$32K
NPC
157
National Planning Corporation
California
$28.4K +$31.5K +490 New
AA
158
Apriem Advisors
California
$24K
NC
159
NewSquare Capital
Pennsylvania
$24K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$21K +$11.3K +176 +101%
OSNBOA
161
Old Second National Bank of Aurora
Illinois
$19K +$20.9K +325 New
UFA
162
US Financial Advisors
Massachusetts
$17K +$18K +280 New
BGIM
163
Brandywine Global Investment Management
Pennsylvania
$16K +$3.53K +55 +26%
KCM
164
Karp Capital Management
California
$15K +$16.4K +256 New
BPBT
165
Boston Private Bank & Trust
Massachusetts
$15K +$16.7K +260 New
FWM
166
Focused Wealth Management
New York
$12K -$14.5K -225 -53%
EMA
167
Efficient Market Advisors
California
$11K
FANJ
168
Financial Architects (New Jersey)
New Jersey
$11K +$129 +2 +1%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$11K +$1.54K +24 +15%
VAM
170
Visionary Asset Management
Texas
$10K +$10.7K +167 New
NSIM
171
North Star Investment Management
Illinois
$9K +$9.64K +150 New
GT
172
Glenmede Trust
Pennsylvania
$8K
CI
173
Clal Insurance
Israel
$8K +$8.35K +130 New
PG
174
Patten Group
Tennessee
$7K +$8.03K +125 New
W
175
Wealthfront
California
$6K +$6.43K +100 New

EWW Hedge Fund Activity: Q4 2014 in Review

186 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Mexico ETF (EWW) for Q4 2014, worth a combined $1.56B — down 27% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EWW positions and 51 closed out — a net gain of 1 holder — while 46 added to existing stakes and 58 trimmed.

The largest buyer was Credit Agricole, adding an estimated $66.8M. The largest seller was Marketfield Asset Management, exiting entirely with an estimated $273M sold.

  • 186 institutional investors held iShares MSCI Mexico ETF (EWW) as of Q4 2014, down from 189 in Q3 2014.
  • Funds reported $1.56B of iShares MSCI Mexico ETF stock for Q4 2014, down 27% quarter-over-quarter.
  • 52 funds opened new iShares MSCI Mexico ETF positions in Q4 2014 and 51 closed out, a net change of +1 holder.
  • The largest iShares MSCI Mexico ETF buyer in Q4 2014 was Credit Agricole, an estimated $66.8M added.
  • The largest iShares MSCI Mexico ETF seller in Q4 2014 was Marketfield Asset Management, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2014.