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iShares MSCI Brazil ETF
EWZ

244 hedge funds and large institutions have $4.24B invested in iShares MSCI Brazil ETF in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $3.94B → $4.24B (+$303M)

5% more funds holding

Funds holding: 233 → 244 (+11)

1.13% less ownership

Funds ownership: 56.12% → 54.98% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

22% less funds holding in top 10

Funds holding in top 10: 18 → 14 (-4)

54% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $2.59B

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.53%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
54
Increased
67
Reduced
83
Closed
41
Calls
$1.19B
Puts
$2.59B
Net Calls
-$1.4B
Net Calls Change
+$50M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$223M
2
BlackRock
BlackRock
New York
+$150M
3
Bank of America
Bank of America
North Carolina
+$145M
4
Morgan Stanley
Morgan Stanley
New York
+$104M
5
CS
Credit Suisse
Switzerland
+$81.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$190M
2
QIM
Quantitative Investment Management
Virginia
-$161M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$134M
4
T2I
Turim 21 Investimentos
Brazil
-$132M
5
GPC
Glen Point Capital
United Kingdom
-$63.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
226
AlphaMark Advisors
Kentucky
$7K -$607 -15 -8%
MTCM
227
Mint Tower Capital Management
Netherlands
$7K +$6.96K +172 New
AIM
228
Anchor Investment Management
South Carolina
$6.07K – – –
First Manhattan
229
First Manhattan
New York
$6K -$20.2K -500 -75%
SEI Investments
230
SEI Investments
Pennsylvania
$5K -$1.29K -32 -21%
AIM
231
Advantage Investment Management
Iowa
$5K – – –
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$4K – – –
AWA
234
Acorn Wealth Advisors
Michigan
$4K +$3.64K +90 New
DCM
235
Delpha Capital Management
New York
$4K +$4.17K +103 New
SNT
236
Security National Trust
West Virginia
$3K -$4.05K -100 -57%
AF
237
Allworth Financial
California
$3K – – –
PWM
238
Perigon Wealth Management
California
$3K – – –
FGC
239
Financial Gravity Companies
Texas
$3K +$2.35K +58 New
GI
240
Gradient Investments
Minnesota
$3K +$3.24K +80 New
IBOK
241
Independence Bank of Kentucky
Kentucky
$3K +$3.24K +80 New
TFA
242
Transamerica Financial Advisors
Florida
$2K -$40 -1 -3%
NCM
243
Northstar Capital Management
New York
$1K +$931 +23 New
BHB
244
Bank Hapoalim BM
Israel
$843 +$11.5K +285 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
245
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$134M -3,218,674 Closed
GPC
246
Glen Point Capital
United Kingdom
– -$63.3M -1,517,500 Closed
ACM
247
Arlington Capital Management
Illinois
– -$20.4M -489,546 Closed
SG Americas Securities
248
SG Americas Securities
New York
– -$16.1M -385,127 Closed
JG
249
Jefferies Group
New York
– -$13.2M -316,583 Closed
HT
250
HAP Trading
New York
– -$12.2M -301,819 Closed
8 9
10
11 12

EWZ Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q4 2017, worth a combined $4.24B — up 7.7% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EWZ positions and 41 closed out — a net gain of 13 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $223M. The largest seller was JP Morgan Chase, cutting an estimated $190M.

  • 244 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $4.24B of iShares MSCI Brazil ETF stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 54 funds opened new iShares MSCI Brazil ETF positions in Q4 2017 and 41 closed out, a net change of +13 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q4 2017 was Provida Pension Fund Administrator, an estimated $223M added.
  • The largest iShares MSCI Brazil ETF seller in Q4 2017 was JP Morgan Chase, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2017.