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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
CFGS
276
Concourse Financial Group Securities
Alabama
$24.3K +$2.98K +92 +15%
GRP
277
Global Retirement Partners
California
$23.2K
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$22K +$19.9K +615 New
S
279
Syntrinsic
Colorado
$19.1K +$17.6K +545 New
LA
280
LM Advisors
California
$18.3K +$17K +524 New
HI
281
Harbour Investments
Wisconsin
$16.8K +$5.99K +185 +63%
ODG
282
O'Dell Group
Ohio
$15.9K +$14.8K +456 New
TCA
283
Trifecta Capital Advisors
Illinois
$15.7K
FPFS
284
First Personal Financial Services
North Carolina
$15.7K +$14.6K +450 New
SMFG
285
Sumitomo Mitsui Financial Group
Japan
$15.4K -$3.98K -123 -22%
WP
286
WealthShield Partners
North Carolina
$14.5K
WT
287
Whittier Trust
California
$11.3K
4FG
288
4Thought Financial Group
New York
$10.7K +$130 +4 +1%
HCP
289
Hexagon Capital Partners
Arkansas
$10.4K -$810 -25 -8%
US Bancorp
290
US Bancorp
Minnesota
$10.1K -$1.39K -43 -13%
Bessemer Group
291
Bessemer Group
New Jersey
$10K
CPG
292
Custom Portfolio Group
Colorado
$9.51K +$8.81K +272 New
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$9.02K
CPG
294
Cornerstone Planning Group
New Jersey
$8.49K -$6.18K -191 -44%
Pacer Advisors
295
Pacer Advisors
Pennsylvania
$8.36K +$32 +1 +0.4%
PMFA
296
Plante Moran Financial Advisors
Michigan
$7.41K +$6.87K +212 New
PS
297
PayPay Securities
Japan
$7.05K -$551 -17 -8%
CIA
298
Cape Investment Advisory
Georgia
$6.12K
CG
299
Cutler Group
California
$6K -$1.12M -34,447 -99%
FWM
300
FSA Wealth Management
Massachusetts
$5K +$4.86K +150 New

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.