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iShares MSCI Brazil ETF

214 hedge funds and large institutions have $3.45B invested in iShares MSCI Brazil ETF in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.23B | Put options by funds: $1.31B

15% more capital invested

Capital invested by funds: $2.99B → $3.45B (+$458M)

9.62% more ownership

Funds ownership: 57.58%67.2% (+9.6%)

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

1% more funds holding

Funds holding: 212214 (+2)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

30% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 76

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
4.39%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.23%
New
48
Increased
53
Reduced
76
Closed
46
Calls
$2.23B
Puts
$1.31B
Net Calls
+$920M
Net Calls Change
+$225M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$19K
GWM
177
Geneos Wealth Management
Colorado
$18K -$17K -650 -50%
US Bancorp
178
US Bancorp
Minnesota
$15K -$16.7K -639 -55%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$12K +$1.31K +50 +14%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$12K +$10.2K +390 New
CAN
181
Cetera Advisor Networks
California
$11K +$9.83K +375 New
ME
182
McIlrath & Eck
Washington
$10K
AF
183
Advisornet Financial
Minnesota
$9K
PIMG
184
Patriot Investment Management Group
Tennessee
$8.63K +$7.86K +300 New
LWM
185
Lenox Wealth Management
Ohio
$8K
APA
186
American Portfolios Advisors
New York
$7.19K
AWM
187
Apollon Wealth Management
South Carolina
$7K +$6.6K +252 New
NC
188
NewSquare Capital
Pennsylvania
$6K -$538K -20,520 -99%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$6K
APWA
190
Atlas Private Wealth Advisors
New Jersey
$6K +$5.21K +199 New
EWA
191
Evolution Wealth Advisors
Florida
$6K +$5.77K +220 New
AA
192
AlphaMark Advisors
Kentucky
$4K +$2.1K +80 +114%
CT
193
Caldwell Trust
Florida
$3.6K
LWM
194
Liberty Wealth Management
California
$3K
GI
195
Gradient Investments
Minnesota
$3K +$629 +24 +30%
TH
196
TCTC Holdings
Texas
$3K +$2.62K +100 New
RG
197
Retirement Group
California
$3K +$2.83K +108 New
OPS
198
Orion Portfolio Solutions
Nebraska
$2K
PGAM
199
Princeton Global Asset Management
New Jersey
$2K
TFGT
200
TS Financial Group (TSFG)
Illinois
$1K -$4.32K -165 -83%

EWZ Hedge Fund Activity: Q2 2020 in Review

214 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q2 2020, worth a combined $3.45B — up 15% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EWZ positions and 46 closed out — a net gain of 2 holders — while 53 added to existing stakes and 76 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $166M. The largest seller was Morgan Stanley, cutting an estimated $361M.

  • 214 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q2 2020, up from 212 in Q1 2020.
  • Funds reported $3.45B of iShares MSCI Brazil ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 48 funds opened new iShares MSCI Brazil ETF positions in Q2 2020 and 46 closed out, a net change of +2 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q2 2020 was Arrowstreet Capital, an estimated $166M added.
  • The largest iShares MSCI Brazil ETF seller in Q2 2020 was Morgan Stanley, an estimated $361M sold.

Based on aggregated 13F filings for Q2 2020.