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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
DCM
51
Discovery Capital Management
Connecticut
$13.7M +$12.7M +392,700 New
KHLMVGHM
52
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.2M -$5.66M -174,880 -32%
LPL Financial
53
LPL Financial
California
$12.9M +$2.7M +83,505 +29%
AG
54
AlTi Global
New York
$10.1M +$9.36M +289,028 New
AWM
55
Affinity Wealth Management
Delaware
$9.93M +$563K +17,380 +7%
MA
56
MYDA Advisors
New York
$9.44M -$4.21M -130,000 -33%
GI
57
Glovista Investments
New Jersey
$9.43M -$924K -28,543 -10%
ST
58
Spinnaker Trust
Maine
$9.4M +$126K +3,891 +1%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$8.87M +$1.54M +47,465 +23%
Millennium Management
60
Millennium Management
New York
$8.84M -$2.24M -69,051 -21%
BPC
61
Banque Pictet & Cie
Switzerland
$8.81M +$554K +17,111 +7%
SO
62
STRS Ohio
Ohio
$8.39M
HighTower Advisors
63
HighTower Advisors
Illinois
$8.28M +$767K +23,680 +11%
Ameriprise
64
Ameriprise
Minnesota
$8.13M +$3.23M +99,672 +75%
BCM
65
BlueCrest Capital Management
Jersey
$8.11M +$7.52M +232,082 New
CIBC World Market
66
CIBC World Market
Ontario, Canada
$7.85M +$1.16M +35,904 +19%
VVP
67
Venture Visionary Partners
Ohio
$7.63M +$2.71M +83,625 +62%
WH
68
Whitcomb & Hess
Ohio
$7.48M -$10.4K -322 -0.2%
IG
69
ING Group
Netherlands
$7.08M
WHGC
70
Wealth High Governance Capital
Brazil
$6.99M -$16.2M -500,000 -71%
JGGDR
71
JGP Global Gestao de Recursos
Brazil
$6.99M +$6.48M +200,000 New
Citadel Advisors
72
Citadel Advisors
Florida
$6.84M -$67.8M -2,092,296 -91%
PWAC
73
Private Wealth Advisors (California)
California
$6.82M -$190K -5,859 -3%
N
74
Natixis
France
$6.79M +$6.08M +187,647 +2,801%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$6.71M +$156K +4,804 +3%

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.