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iShares MSCI Brazil ETF

283 hedge funds and large institutions have $7.1B invested in iShares MSCI Brazil ETF in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 27

45% more capital invested

Capital invested by funds: $4.89B → $7.1B (+$2.21B)

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

23% more call options, than puts

Call options by funds: $5.39B | Put options by funds: $4.39B

19% more funds holding

Funds holding: 237283 (+46)

6.55% more ownership

Funds ownership: 57.83%64.38% (+6.6%)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

Holders
283
Holders Change
+46
Holders Change %
+19.41%
% of All Funds
5.58%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.51%
New
77
Increased
69
Reduced
86
Closed
27
Calls
$5.39B
Puts
$4.39B
Net Calls
+$1B
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Astor Investment Management
Illinois
$71K +$44.6K +1,019 +208%
Deutsche Bank
227
Deutsche Bank
Germany
$67K -$20.5M -468,543 -100%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$65K +$17.5K +400 +41%
GWM
229
Geneos Wealth Management
Colorado
$61K
KPW
230
Kore Private Wealth
New York
$52K +$48.2K +1,100 New
SMFG
231
Sumitomo Mitsui Financial Group
Japan
$50K
FGAM
232
Financial Gravity Asset Management
Texas
$47K -$131 -3 -5%
PMFA
233
Plante Moran Financial Advisors
Michigan
$47K +$43.8K +1,000 New
RWG
234
Regal Wealth Group
California
$40K +$36.5K +833 New
ASN
235
Advisory Services Network
Georgia
$36K +$20.6K +471 +169%
WT
236
Whittier Trust
California
$34K -$3.72K -85 -11%
TCWM
237
Total Clarity Wealth Management
Illinois
$34K +$31.3K +715 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$28K
IFWM
239
Institute for Wealth Management
Colorado
$27K +$25.1K +574 New
AA
240
Advisory Alpha
Michigan
$24.4K +$22.9K +522 New
US Bancorp
241
US Bancorp
Minnesota
$24K -$438 -10 -2%
VFA
242
Valeo Financial Advisors
Indiana
$23K +$21.5K +490 New
RIA
243
Realta Investment Advisors
Delaware
$21K
ST
244
Smithfield Trust
Pennsylvania
$21K
NSIM
245
North Star Investment Management
Illinois
$18K -$4.38K -100 -21%
ME
246
McIlrath & Eck
Washington
$17K +$44 +1 +0.3%
AF
247
Advisornet Financial
Minnesota
$16K -$13.1K -300 -48%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$15K -$2.41K -55 -15%
SPIA
249
Steward Partners Investment Advisory
New York
$15K
CFG
250
Citizens Financial Group
Rhode Island
$15K +$175 +4 +1%

EWZ Hedge Fund Activity: Q4 2019 in Review

283 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q4 2019, worth a combined $7.1B — up 45% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EWZ positions and 27 closed out — a net gain of 50 holders — while 69 added to existing stakes and 86 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $648M. The largest seller was Clal Insurance, cutting an estimated $180M.

  • 283 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q4 2019, up from 237 in Q3 2019.
  • Funds reported $7.1B of iShares MSCI Brazil ETF stock for Q4 2019, up 45% quarter-over-quarter.
  • 77 funds opened new iShares MSCI Brazil ETF positions in Q4 2019 and 27 closed out, a net change of +50 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q4 2019 was Provida Pension Fund Administrator, an estimated $648M added.
  • The largest iShares MSCI Brazil ETF seller in Q4 2019 was Clal Insurance, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2019.