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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
NWA
176
Navis Wealth Advisors
New York
$111K +$96.8K +3,000 New
Vontobel Holding
177
Vontobel Holding
Switzerland
$111K +$96.8K +3,000 New
AA
178
AlphaCentric Advisors
Puerto Rico
$105K +$91.3K +2,831 New
William Blair & Company
179
William Blair & Company
Illinois
$104K +$839 +26 +0.9%
BAM
180
Belpointe Asset Management
Nevada
$101K +$88K +2,728 New
WTC
181
WhitTier Trust Company
Nevada
$89K
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.9K -$3.23K -100 -4%
ACA
183
Atlas Capital Advisors
Wyoming
$84.8K +$73.8K +2,287 New
MHR
184
Matthew Hamilton Rosenberg
$84K
GT
185
Glenmede Trust
Pennsylvania
$77K
RPCA
186
Running Point Capital Advisors
California
$74K +$64.5K +2,000 New
BEI
187
Benjamin Edwards Inc
Missouri
$73K -$21.5K -667 -25%
CIAS
188
Capital Investment Advisory Services
North Carolina
$65K +$13.6K +423 +32%
RE
189
RBC Europe
United Kingdom
$61.5K
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$59K
T2I
191
Turim 21 Investimentos
Brazil
$48K -$3.9M -120,937 -99%
SMFG
192
Sumitomo Mitsui Financial Group
Japan
$36K +$194 +6 +0.6%
UMC
193
United Maritime Capital
New York
$33K +$29K +900 New
PLU
194
Performa Ltd (US)
South Carolina
$30K +$26.1K +810 New
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$28K
WT
196
Whittier Trust
California
$22K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$21K -$6.45K -200 -26%
GWM
198
Geneos Wealth Management
Colorado
$20K -$452 -14 -2%
CA
199
Clearstead Advisors
Ohio
$19K
FF
200
FourThought Financial
Florida
$15K +$13.4K +416 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.