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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
AFP
151
Ausdal Financial Partners
Iowa
$1.1M -$56.8K -1,753 -5%
CTA
152
Camelot Technology Advisors
California
$1.05M +$969K +29,916 New
CW
153
Channel Wealth
California
$999K +$925K +28,567 New
CM
154
Capula Management
Cayman Islands
$998K -$760K -23,453 -45%
CCMU
155
Cheyne Capital Management (UK)
United Kingdom
$961K
ITIM
156
Indiana Trust & Investment Management
Indiana
$926K +$858K +26,500 New
Truist Financial
157
Truist Financial
North Carolina
$918K -$37.3K -1,153 -4%
MS
158
Maven Securities
Jersey
$911K +$109K +3,351 +15%
CI Investments Inc
159
CI Investments Inc
Ontario, Canada
$909K
SPIA
160
Steward Partners Investment Advisory
New York
$892K +$819K +25,303 +12,652%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$885K +$18.2K +561 +2%
TFF
162
The Family Firm
Maryland
$876K +$26.7K +823 +3%
American Century Companies
163
American Century Companies
Missouri
$860K -$276K -8,520 -26%
ASFA
164
All Season Financial Advisors
Colorado
$833K -$40K -1,235 -5%
MLM
165
Mount Lucas Management
Pennsylvania
$833K -$98.4K -3,039 -11%
TF
166
Trek Financial
Arizona
$790K +$732K +22,609 New
GVAG
167
Great Valley Advisor Group
Delaware
$790K +$732K +22,604 New
T2I
168
Turim 21 Investimentos
Brazil
$780K
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$776K -$106K -3,278 -13%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$755K +$308K +9,512 +79%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$697K -$32.5K -1,003 -5%
MML Investors Services
172
MML Investors Services
Massachusetts
$691K +$259K +8,009 +68%
ANTB
173
AMG National Trust Bank
Colorado
$687K +$636K +19,638 New
GWM
174
Geneos Wealth Management
Colorado
$680K -$260K -8,014 -29%
CIAS
175
Capital Investment Advisory Services
North Carolina
$669K +$25K +772 +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.