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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
ECM
101
Evergreen Capital Management
Washington
$3.42M +$1.18M +36,465 +60%
First Trust Advisors
102
First Trust Advisors
Illinois
$3.4M -$36.8K -1,137 -1%
SGDR
103
SPX Gestao de Recursos
Brazil
$3.34M -$3.65M -112,561 -54%
COLIM
104
City of London Investment Management
United Kingdom
$3.29M -$3.85M -118,946 -56%
PFMU
105
Privium Fund Management (UK)
United Kingdom
$3.17M +$1.32M +40,815 +79%
ZIG
106
Zurich Insurance Group
Switzerland
$2.99M -$707K -21,817 -20%
RJA
107
Raymond James & Associates
Florida
$2.97M +$661K +20,409 +32%
SCM
108
Stevens Capital Management
Pennsylvania
$2.88M +$2.67M +82,400 New
MMRF
109
Michelson Medical Research Foundation
California
$2.84M
PS
110
Principal Securities
Iowa
$2.81M +$2.6M +80,382 New
AWA
111
Arkadios Wealth Advisors
Georgia
$2.79M +$626K +19,325 +32%
AC
112
ASB Consultores
Florida
$2.78M -$1.44M -44,329 -36%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$2.76M +$2.56M +79,000 New
GCA
114
Greenwood Capital Associates
South Carolina
$2.71M -$54.4K -1,681 -2%
Tudor Investment Corp
115
Tudor Investment Corp
Connecticut
$2.65M -$1.59M -49,098 -39%
Sumitomo Mitsui Trust Group
116
Sumitomo Mitsui Trust Group
Japan
$2.46M -$648K -19,996 -22%
BS
117
Banco Santander
Spain
$2.46M -$1.84M -56,944 -45%
MCM
118
Moon Capital Management
New York
$2.43M -$1.14M -35,050 -33%
GEM
119
Global Endowment Management
North Carolina
$2.27M
RWG
120
Ratio Wealth Group
Colorado
$2.21M +$177K +5,470 +9%
GCP
121
GSA Capital Partners
United Kingdom
$2.19M +$631K +19,500 +45%
PMAM
122
Picton Mahoney Asset Management
Ontario, Canada
$2.15M +$314K +9,710 +19%
WC
123
Weil Company
California
$2.1M +$24.4K +753 +1%
Wolverine Trading
124
Wolverine Trading
Illinois
$2.07M -$440K -13,590 -19%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$2.06M -$73.6K -2,272 -4%

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.