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iShares MSCI Brazil ETF

233 hedge funds and large institutions have $3.94B invested in iShares MSCI Brazil ETF in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 34

36% more capital invested

Capital invested by funds: $2.9B → $3.94B (+$1.04B)

8% more funds holding

Funds holding: 216233 (+17)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3.85% more ownership

Funds ownership: 52.27%56.12% (+3.9%)

18% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 73

50% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.91B

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
5.81%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
53
Increased
60
Reduced
73
Closed
34
Calls
$1.46B
Puts
$2.91B
Net Calls
-$1.45B
Net Calls Change
-$641M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
101
CIBC World Market
Ontario, Canada
$1.41M -$13.5M -346,014 -91%
Sumitomo Mitsui Trust Group
102
Sumitomo Mitsui Trust Group
Japan
$1.39M -$117K -3,000 -8%
SCA
103
Snowden Capital Advisors
New York
$1.36M +$56.7K +1,450 +5%
HCM
104
Hollencrest Capital Management
California
$1.33M
GC
105
Gratry & Company
Ohio
$1.33M +$1.25M +31,905 New
ZIM
106
Zacks Investment Management
Illinois
$1.31M +$55.1K +1,408 +5%
CCA
107
Checchi Capital Advisers
California
$1.29M +$619K +15,826 +105%
GKWIM
108
Gerber Kawasaki Wealth & Investment Management
California
$1.28M -$9.39K -240 -0.8%
Stifel Financial
109
Stifel Financial
Missouri
$1.28M +$118K +3,021 +11%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$1.25M +$1.18M +30,042 New
NL
111
NWAM LLC
Washington
$1.17M +$24.6K +629 +2%
LS
112
Lattice Strategies
Pennsylvania
$1.13M +$5.28K +135 +0.5%
SGDR
113
SPX Gestao de Recursos
Brazil
$1.13M +$1.06M +27,152 New
HighTower Advisors
114
HighTower Advisors
Illinois
$1.12M +$819K +20,927 +354%
Ameriprise
115
Ameriprise
Minnesota
$1.11M -$963K -24,623 -48%
VF
116
Virtu Financial
New York
$1.1M +$1.03M +26,453 New
Nomura Asset Management
117
Nomura Asset Management
Japan
$1.08M -$1.24M -31,797 -55%
EARNEST Partners
118
EARNEST Partners
Georgia
$984K
BHB
119
Bank Hapoalim BM
Israel
$857K -$165K -4,210 -17%
EDRH
120
Edmond de Rothschild Holding
Switzerland
$855K -$29.8M -762,207 -97%
GRP
121
Global Retirement Partners
California
$819K -$250K -6,402 -25%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$809K -$1.38M -35,346 -65%
MWM
123
Merriman Wealth Management
Washington
$755K +$708K +18,100 New
BlackRock
124
BlackRock
New York
$727K -$12.5M -318,977 -95%
KM
125
Kalos Management
Georgia
$661K -$1.02K -26 -0.2%

EWZ Hedge Fund Activity: Q3 2017 in Review

233 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q3 2017, worth a combined $3.94B — up 36% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EWZ positions and 34 closed out — a net gain of 19 holders — while 60 added to existing stakes and 73 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $197M. The largest seller was UBS Group, cutting an estimated $183M.

  • 233 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q3 2017, up from 216 in Q2 2017.
  • Funds reported $3.94B of iShares MSCI Brazil ETF stock for Q3 2017, up 36% quarter-over-quarter.
  • 53 funds opened new iShares MSCI Brazil ETF positions in Q3 2017 and 34 closed out, a net change of +19 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $197M added.
  • The largest iShares MSCI Brazil ETF seller in Q3 2017 was UBS Group, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2017.