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iShares MSCI Brazil ETF
EWZ

244 hedge funds and large institutions have $4.24B invested in iShares MSCI Brazil ETF in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $3.94B → $4.24B (+$303M)

5% more funds holding

Funds holding: 233 → 244 (+11)

1.13% less ownership

Funds ownership: 56.12% → 54.98% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

22% less funds holding in top 10

Funds holding in top 10: 18 → 14 (-4)

54% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $2.59B

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.53%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
54
Increased
67
Reduced
83
Closed
41
Calls
$1.19B
Puts
$2.59B
Net Calls
-$1.4B
Net Calls Change
+$50M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$223M
2
BlackRock
BlackRock
New York
+$150M
3
Bank of America
Bank of America
North Carolina
+$145M
4
Morgan Stanley
Morgan Stanley
New York
+$104M
5
CS
Credit Suisse
Switzerland
+$81.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$190M
2
QIM
Quantitative Investment Management
Virginia
-$161M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$134M
4
T2I
Turim 21 Investimentos
Brazil
-$132M
5
GPC
Glen Point Capital
United Kingdom
-$63.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
101
Snowden Capital Advisors
New York
$1.38M +$61.3K +1,516 +5%
ZIM
102
Zacks Investment Management
Illinois
$1.33M +$52.7K +1,303 +4%
VF
103
Virtu Financial
New York
$1.3M +$227K +5,600 +21%
HCM
104
Hollencrest Capital Management
California
$1.29M – – –
CA
105
Cetera Advisors
Colorado
$1.29M +$1.3M +32,150 New
Sumitomo Mitsui Trust Group
106
Sumitomo Mitsui Trust Group
Japan
$1.28M -$64.7K -1,600 -5%
GKWIM
107
Gerber Kawasaki Wealth & Investment Management
California
$1.28M +$42.5K +1,051 +3%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$1.26M +$46.1K +1,140 +4%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$1.16M +$1.16M +28,700 New
NL
110
NWAM LLC
Washington
$1.11M -$19.2K -474 -2%
LS
111
Lattice Strategies
Pennsylvania
$1.1M +$809 +20 +0.1%
RJA
112
Raymond James & Associates
Florida
$1.06M +$847K +20,942 +389%
Nomura Asset Management
113
Nomura Asset Management
Japan
$1.05M – – –
FPCM
114
Financial Partners Capital Management
New York
$1.01M +$1.01M +25,007 New
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$996K +$996K +24,625 New
EARNEST Partners
116
EARNEST Partners
Georgia
$955K – – –
Creative Planning
117
Creative Planning
Kansas
$907K +$352K +8,703 +63%
Stifel Financial
118
Stifel Financial
Missouri
$812K -$419K -10,349 -34%
GRP
119
Global Retirement Partners
California
$803K +$8.13K +201 +1%
CLOS
120
Compagnie Lombard Odier SCmA
Switzerland
$778K +$387K +9,575 +99%
ED
121
Exane Derivatives
France
$775K +$467K +11,553 +152%
CA
122
Calton & Associates
Florida
$751K +$696K +17,210 New
PAG
123
Private Advisor Group
New Jersey
$703K -$968K -23,932 -59%
KM
124
Kalos Management
Georgia
$633K -$7.93K -196 -1%
ACM
125
Advisors Capital Management
New Jersey
$613K +$22.1K +547 +4%
3 4
5
6 7

EWZ Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q4 2017, worth a combined $4.24B — up 7.7% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EWZ positions and 41 closed out — a net gain of 13 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $223M. The largest seller was JP Morgan Chase, cutting an estimated $190M.

  • 244 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $4.24B of iShares MSCI Brazil ETF stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 54 funds opened new iShares MSCI Brazil ETF positions in Q4 2017 and 41 closed out, a net change of +13 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q4 2017 was Provida Pension Fund Administrator, an estimated $223M added.
  • The largest iShares MSCI Brazil ETF seller in Q4 2017 was JP Morgan Chase, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2017.