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iShares MSCI Brazil ETF

239 hedge funds and large institutions have $3.75B invested in iShares MSCI Brazil ETF in 2020 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

100% more funds holding in top 10

Funds holding in top 10: 816 (+8)

27% more capital invested

Capital invested by funds: $2.95B → $3.75B (+$801M)

24% more funds holding

Funds holding: 192239 (+47)

22% more call options, than puts

Call options by funds: $2.19B | Put options by funds: $1.8B

3.66% less ownership

Funds ownership: 62.34%58.67% (-3.7%)

47% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 74

Holders
239
Holders Change
+47
Holders Change %
+24.48%
% of All Funds
4.23%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.28%
New
84
Increased
39
Reduced
74
Closed
37
Calls
$2.19B
Puts
$1.8B
Net Calls
+$391M
Net Calls Change
-$78.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$311K +$4.9K +152 +2%
VFA
152
Valeo Financial Advisors
Indiana
$307K +$267K +8,269 New
AIM
153
Astor Investment Management
Illinois
$298K +$136K +4,211 +110%
BWCS
154
Beirne Wealth Consulting Services
Connecticut
$292K +$254K +7,875 New
TI
155
Trexquant Investment
Connecticut
$288K -$4.3M -133,470 -94%
Truist Financial
156
Truist Financial
North Carolina
$286K -$60.1K -1,862 -19%
NCM
157
Newfoundland Capital Management
Brazil
$269K +$234K +7,266 New
BWM
158
Bulltick Wealth Management
Florida
$259K +$226K +7,000 New
HA
159
Harbor Advisors
Florida
$259K +$226K +7,000 New
NAM
160
NorthCoast Asset Management
Connecticut
$256K -$13.4K -417 -6%
DA
161
Doliver Advisors
Texas
$246K +$214K +6,640 New
SC
162
Scotia Capital
Ontario, Canada
$242K -$37.8K -1,173 -15%
SCA
163
Snowden Capital Advisors
New York
$240K +$209K +6,486 New
ACP
164
Arcus Capital Partners
Georgia
$233K +$203K +6,280 New
SPC
165
Sigma Planning Corp
Michigan
$232K +$202K +6,250 New
Creative Planning
166
Creative Planning
Kansas
$229K +$199K +6,184 New
KAS
167
Kestra Advisory Services
Texas
$225K +$196K +6,069 New
QC
168
QCM Cayman
Texas
$210K -$214K -6,646 -54%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$208K +$181K +5,615 New
EWA
170
Evolution Wealth Advisors
Florida
$204K
SM
171
SG3 Management
Puerto Rico
$185K -$387K -12,000 -71%
Deutsche Bank
172
Deutsche Bank
Germany
$155K +$135K +4,182 New
CI
173
CX Institutional
Indiana
$131K -$2.36M -73,125 -95%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$122K +$64.7K +2,007 +154%
EDRH
175
Edmond de Rothschild Holding
Switzerland
$119K +$103K +3,200 New

EWZ Hedge Fund Activity: Q4 2020 in Review

239 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q4 2020, worth a combined $3.75B — up 27% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new EWZ positions and 37 closed out — a net gain of 47 holders — while 39 added to existing stakes and 74 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $176M. The largest seller was Morgan Stanley, cutting an estimated $194M.

  • 239 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q4 2020, up from 192 in Q3 2020.
  • Funds reported $3.75B of iShares MSCI Brazil ETF stock for Q4 2020, up 27% quarter-over-quarter.
  • 84 funds opened new iShares MSCI Brazil ETF positions in Q4 2020 and 37 closed out, a net change of +47 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q4 2020 was Prudential plc, an estimated $176M added.
  • The largest iShares MSCI Brazil ETF seller in Q4 2020 was Morgan Stanley, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2020.