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iShares MSCI Brazil ETF

326 hedge funds and large institutions have $4.19B invested in iShares MSCI Brazil ETF in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 90 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

28% more capital invested

Capital invested by funds: $3.28B → $4.19B (+$911M)

13% more funds holding

Funds holding: 289326 (+37)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6.98% more ownership

Funds ownership: 63.75%70.73% (+7%)

14% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 105

25% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $2.2B

Holders
326
Holders Change
+37
Holders Change %
+12.8%
% of All Funds
4.75%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
79
Increased
90
Reduced
105
Closed
38
Calls
$1.65B
Puts
$2.2B
Net Calls
-$550M
Net Calls Change
-$1.48B
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
251
FNY Investment Advisers
New York
$167K +$155K +4,800 New
JEST
252
JTC Employer Solutions Trustee
Jersey
$145K
HH
253
HWG Holdings
Texas
$128K
National Bank of Canada
254
National Bank of Canada
Quebec, Canada
$128K -$4.99M -153,990 -98%
AA
255
AlphaCentric Advisors
Puerto Rico
$128K -$29.5K -911 -20%
FDCDDQ
256
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K -$16.2K -500 -15%
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$99.8K +$92.5K +2,855 New
AF
258
Allworth Financial
California
$82.5K +$76.4K +2,360 New
SIS
259
Sound Income Strategies
Florida
$80.2K +$1.59K +49 +2%
MHR
260
Matthew Hamilton Rosenberg
$76.9K -$2.33K -72 -3%
BCM
261
Bluefin Capital Management
New York
$76.6K -$265K -8,197 -79%
LFG
262
Larson Financial Group
Missouri
$76.1K +$1.62K +50 +2%
ORAM
263
One River Asset Management
Connecticut
$71.3K -$1.29M -39,900 -95%
William Blair & Company
264
William Blair & Company
Illinois
$67.5K -$42.7K -1,318 -41%
Bank Julius Baer & Co
265
Bank Julius Baer & Co
Switzerland
$54.4K +$50.4K +1,556 New
OSNBOA
266
Old Second National Bank of Aurora
Illinois
$52.5K -$16.3K -502 -25%
MM
267
Main Management
California
$43K
PTC
268
Private Trust Company
Ohio
$42.6K -$291 -9 -0.7%
EBA
269
Eagle Bay Advisors
New York
$41.3K
ASN
270
Advisory Services Network
Georgia
$38.2K +$35.4K +1,093 New
TRCT
271
Tower Research Capital (TRC)
New York
$36.7K -$4.11K -127 -11%
AWM
272
Aberdeen Wealth Management
Illinois
$35K
Daiwa Securities Group
273
Daiwa Securities Group
Japan
$34K
FHA
274
First Horizon Advisors
Tennessee
$25.9K +$194 +6 +0.8%
TWC
275
TD Waterhouse Canada
Ontario, Canada
$25.5K

EWZ Hedge Fund Activity: Q4 2023 in Review

326 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q4 2023, worth a combined $4.19B — up 28% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EWZ positions and 38 closed out — a net gain of 41 holders — while 90 added to existing stakes and 105 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $279M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $112M sold.

  • 326 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q4 2023, up from 289 in Q3 2023.
  • Funds reported $4.19B of iShares MSCI Brazil ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 79 funds opened new iShares MSCI Brazil ETF positions in Q4 2023 and 38 closed out, a net change of +41 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q4 2023 was Goldman Sachs, an estimated $279M added.
  • The largest iShares MSCI Brazil ETF seller in Q4 2023 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.