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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
BC
301
Belmont Capital
California
$4.89K
HCM
302
Hollencrest Capital Management
California
$4.54K +$4.21K +130 New
RG
303
Retirement Group
California
$3.78K
CFD
304
Creative Financial Designs
Indiana
$3.71K +$130 +4 +4%
WIM
305
Westside Investment Management
California
$3.7K +$97 +3 +3%
SWM
306
Spire Wealth Management
Virginia
$3.69K
LFA
307
LGT Financial Advisors
Texas
$3.62K +$130 +4 +4%
Nomura Asset Management
308
Nomura Asset Management
Japan
$3.5K -$2.25M -69,500 -100%
TH
309
TCTC Holdings
Texas
$3.5K
MSWM
310
McGlone Suttner Wealth Management
Wisconsin
$2.97K +$2.75K +85 New
NB
311
NBT Bank
New York
$1.82K +$1.68K +52 New
SC
312
Stephens Consulting
Michigan
$1.78K
SWA
313
SOA Wealth Advisors
New York
$1.44K +$32 +1 +3%
CMBA
314
C.M. Bidwell & Associates
Hawaii
$1.08K
C
315
Covestor
United Kingdom
$1K
TFA
316
Transamerica Financial Advisors
Florida
$1K
LC
317
Lindbrook Capital
California
$868
GCS
318
Gordian Capital (Singapore)
Singapore
$735
HI
319
Horizon Investments
North Carolina
$559
RIL
320
Rothschild Investment LLC
Illinois
$457 +$421 +13 New
KFI
321
Key Financial Inc
Pennsylvania
$420
IGWM
322
ICA Group Wealth Management
Colorado
$350 +$324 +10 New
FGAM
323
Financial Gravity Asset Management
Texas
$293 +$162 +5 +100%
NC
324
NewSquare Capital
Pennsylvania
$175
AAP
325
Arax Advisory Partners
Colorado
$40

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.