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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
WSCM
126
Wellington Shields Capital Management
New York
$1.92M +$479K +14,800 +37%
PCH
127
PGIM Custom Harvest
New Jersey
$1.84M -$52.9K -1,632 -3%
Balyasny Asset Management
128
Balyasny Asset Management
Illinois
$1.83M +$1.69M +52,322 New
NA
129
NewEdge Advisors
Louisiana
$1.82M +$1.77M +54,745 +11,127%
AGC
130
Aspen Grove Capital
Colorado
$1.75M +$55.2K +1,704 +4%
SCM
131
SOL Capital Management
Maryland
$1.69M -$241K -7,450 -13%
MPA
132
Marvin & Palmer Associates
Delaware
$1.68M +$711K +21,946 +84%
IAS
133
Insigneo Advisory Services
Florida
$1.65M +$78.2K +2,415 +5%
Loomis, Sayles & Company
134
Loomis, Sayles & Company
Massachusetts
$1.61M +$1.5M +46,200 New
VSI
135
Verde Servicos Internacionais
Brazil
$1.61M +$1.5M +46,202 New
SOW
136
State of Wyoming
Wyoming
$1.6M -$123K -3,800 -8%
IWC
137
Integrated Wealth Concepts
Massachusetts
$1.59M -$24.1M -742,750 -94%
HHGC
138
Hunting Hill Global Capital
New York
$1.43M +$1.33M +41,000 New
CCFM
139
Clear Creek Financial Management
Washington
$1.26M +$1.16M +35,964 New
APW
140
Acima Private Wealth
Virginia
$1.25M -$53K -1,637 -4%
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$1.23M +$50.1K +1,547 +5%
SG Americas Securities
142
SG Americas Securities
New York
$1.2M +$1.11M +34,306 New
SPL
143
Smart Portfolios LLC
Washington
$1.18M +$14K +433 +1%
MW
144
MBL Wealth
North Carolina
$1.18M +$269K +8,300 +33%
PAG
145
Private Advisor Group
New Jersey
$1.18M +$774K +23,887 +241%
T. Rowe Price Associates
146
T. Rowe Price Associates
Maryland
$1.17M +$1.08M +33,376 New
IC
147
Innealta Capital
Texas
$1.15M +$452K +13,970 +74%
PP
148
Paloma Partners
Connecticut
$1.13M +$465K +14,364 +81%
BGIM
149
Brandywine Global Investment Management
Pennsylvania
$1.12M +$1.04M +32,000 New
KAS
150
Kestra Advisory Services
Texas
$1.11M +$651K +20,090 +173%

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.