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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
G
176
GenTrust
Florida
$649K +$48.6K +1,500 +9%
Corient Private Wealth
177
Corient Private Wealth
Florida
$623K -$27K -835 -4%
BCM
178
Brookstone Capital Management
Illinois
$621K +$575K +17,753 New
AFS
179
AFG Fiduciary Services
Massachusetts
$606K -$9.33K -288 -2%
CIA
180
Concurrent Investment Advisors
Florida
$603K +$558K +17,244 New
XSC
181
X-Square Capital
Puerto Rico
$597K -$36.7K -1,132 -6%
RhumbLine Advisers
182
RhumbLine Advisers
Massachusetts
$595K
ZIM
183
Zacks Investment Management
Illinois
$567K -$523K -16,150 -50%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$565K -$41.5K -1,282 -7%
AWM
185
AE Wealth Management
Kansas
$565K +$548K +16,923 New
BCM
186
Barometer Capital Management
Ontario, Canada
$556K +$515K +15,900 New
CAG
187
Csenge Advisory Group
Florida
$533K -$20.1K -620 -4%
AWM
188
Avaii Wealth Management
Wisconsin
$526K +$57.8K +1,784 +13%
CFO
189
Colony Family Offices
North Carolina
$519K +$481K +14,849 New
PAS
190
Park Avenue Securities
New York
$518K -$25.9K -800 -5%
SCM
191
Sollinda Capital Management
Florida
$513K +$475K +14,681 New
OC
192
Oppenheimer & Co
New York
$513K +$174K +5,378 +58%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$512K +$57.1K +1,764 +14%
VCM
194
Viewpoint Capital Management
Washington
$510K
NL
195
NVWM LLC
Pennsylvania
$501K -$2.75K -85 -0.6%
HWA
196
Heartwood Wealth Advisors
Virginia
$497K
LWA
197
Lowe Wealth Advisors
Maryland
$496K +$233K +7,210 +103%
RJFSA
198
Raymond James Financial Services Advisors
Florida
$477K -$7.48K -231 -2%
CW
199
Connectus Wealth
Ohio
$455K +$421K +13,000 New
AA
200
Altrafin AG
$438K +$11.8K +365 +3%

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.