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iShares MSCI South Korea ETF

227 hedge funds and large institutions have $2.39B invested in iShares MSCI South Korea ETF in 2013 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 28

35% more capital invested

Capital invested by funds: $1.76B → $2.39B (+$625M)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

9% more funds holding

Funds holding: 209227 (+18)

6.52% more ownership

Funds ownership: 56.34%62.86% (+6.5%)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

37% less call options, than puts

Call options by funds: $102M | Put options by funds: $162M

Holders
227
Holders Change
+18
Holders Change %
+8.61%
% of All Funds
7.36%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
46
Increased
64
Reduced
72
Closed
28
Calls
$102M
Puts
$162M
Net Calls
-$60.5M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MUFG Americas
New York
$39K
WA
202
WFG Advisors
Texas
$37K -$13.8K -241 -29%
HR
203
Howe & Rusling
New York
$37K +$8.01K +140 +30%
MFS
204
MSI Financial Services
Massachusetts
$33K -$27.9K -488 -48%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$33K -$8.47K -148 -22%
PAS
206
Partnervest Advisory Services
California
$31K -$57.2K -1,000 -67%
IWC
207
Integrated Wealth Counsel
California
$26.4K +$24.6K +430 New
TRCT
208
Tower Research Capital (TRC)
New York
$26K -$5.99M -104,664 -100%
QBFM
209
QS Batterymarch Financial Management
New York
$25K
ATC
210
Adirondack Trust Company
New York
$24K
HCC
211
Hirtle Callaghan & Co
Pennsylvania
$23K +$21.5K +375 New
CTC
212
Central Trust Company
Missouri
$22K
MAS
213
Madden Advisory Services
Florida
$22K
TFA
214
Transamerica Financial Advisors
Florida
$17K +$4.63K +81 +42%
HRIA
215
Haberer Registered Investment Advisor
Ohio
$15K
WRM
216
Westport Resources Management
Connecticut
$15K
FWM
217
Focused Wealth Management
New York
$15K +$14.3K +250 New
SF
218
Synovus Financial
Georgia
$9K -$22.9K -400 -73%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.21K +126 New
HCM
220
Horrell Capital Management
Arkansas
$7K
WA
221
Waverly Advisors
Alabama
$7K +$6.81K +119 New
WCBA
222
Weaver C. Barksdale & Associates
Tennessee
$5K
BIM
223
BlackRock Investment Management
Delaware
$5K +$4.29K +75 New
ACM
224
Aviance Capital Management
Florida
$5K +$4.52K +79 New
HI
225
Hudock Inc
Pennsylvania
$3K +$3.2K +56 New

EWY Hedge Fund Activity: Q3 2013 in Review

227 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI South Korea ETF (EWY) for Q3 2013, worth a combined $2.39B — up 35% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EWY positions and 28 closed out — a net gain of 18 holders — while 64 added to existing stakes and 72 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $62.9M. The largest seller was Wells Fargo, cutting an estimated $72.7M.

  • 227 institutional investors held iShares MSCI South Korea ETF (EWY) as of Q3 2013, up from 209 in Q2 2013.
  • Funds reported $2.39B of iShares MSCI South Korea ETF stock for Q3 2013, up 35% quarter-over-quarter.
  • 46 funds opened new iShares MSCI South Korea ETF positions in Q3 2013 and 28 closed out, a net change of +18 holders.
  • The largest iShares MSCI South Korea ETF buyer in Q3 2013 was State of New Jersey Common Pension Fund D, an estimated $62.9M added.
  • The largest iShares MSCI South Korea ETF seller in Q3 2013 was Wells Fargo, an estimated $72.7M sold.

Based on aggregated 13F filings for Q3 2013.