We are live on ! Find out more
EWZ icon

iShares MSCI Brazil ETF

262 hedge funds and large institutions have $4.95B invested in iShares MSCI Brazil ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

14% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 43

6% more capital invested

Capital invested by funds: $4.66B → $4.95B (+$291M)

2% more funds holding

Funds holding: 258262 (+4)

4.76% less ownership

Funds ownership: 110.98%106.22% (-4.8%)

15% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 79

38% less call options, than puts

Call options by funds: $2.88B | Put options by funds: $4.63B

Holders
262
Holders Change
+4
Holders Change %
+1.55%
% of All Funds
7.53%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.55%
New
49
Increased
67
Reduced
79
Closed
43
Calls
$2.88B
Puts
$4.63B
Net Calls
-$1.75B
Net Calls Change
-$959M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
201
Benjamin F. Edwards & Company
Missouri
$50K +$1.15K +24 +2%
CAL
202
Capital Advisors Ltd
Ohio
$49K
CTC
203
Central Trust Company
Missouri
$45K
PSUF
204
People's United Financial
Connecticut
$45K
SAM
205
Shamrock Asset Management
Texas
$45K +$45.4K +948 New
ATC
206
Adirondack Trust Company
New York
$44K -$5.27K -110 -11%
NFG
207
Next Financial Group
Texas
$43K +$42.7K +892 New
LOCC
208
Lombard Odier & Cie (Canada)
Quebec, Canada
$39K
RIA
209
Regal Investment Advisors
Michigan
$37K
US Bancorp
210
US Bancorp
Minnesota
$36K -$16.9K -352 -32%
RNS
211
Robert N. Shapiro
$34K -$11K -230 -24%
NES
212
New England Securities
New York
$33K -$479 -10 -1%
1832 Asset Management
213
1832 Asset Management
Ontario, Canada
$30K
AA
214
Apriem Advisors
California
$29K
AWM
215
Avior Wealth Management
Nebraska
$29K
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$29K +$14.4K +300 +100%
WTB
217
Washington Trust Bank
Washington
$26K -$14.4K -300 -36%
WRM
218
Westport Resources Management
Connecticut
$24K -$6.8K -142 -22%
LIA
219
LS Investment Advisors
Michigan
$24K
SSB
220
Sandy Spring Bank
Maryland
$24K
FANJ
221
Financial Architects (New Jersey)
New Jersey
$24K +$23.9K +500 New
EMA
222
Efficient Market Advisors
California
$23K
CCS
223
Crosspoint Capital Strategies
California
$23K +$21.4K +448 New
HRIA
224
Haberer Registered Investment Advisor
Ohio
$22K
HCC
225
Hirtle Callaghan & Co
Pennsylvania
$21K

EWZ Hedge Fund Activity: Q2 2014 in Review

262 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q2 2014, worth a combined $4.95B — up 6.3% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EWZ positions and 43 closed out — a net gain of 6 holders — while 67 added to existing stakes and 79 trimmed.

The largest buyer was Credit Agricole, adding an estimated $428M. The largest seller was Morgan Stanley, cutting an estimated $341M.

  • 262 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q2 2014, up from 258 in Q1 2014.
  • Funds reported $4.95B of iShares MSCI Brazil ETF stock for Q2 2014, up 6.3% quarter-over-quarter.
  • 49 funds opened new iShares MSCI Brazil ETF positions in Q2 2014 and 43 closed out, a net change of +6 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q2 2014 was Credit Agricole, an estimated $428M added.
  • The largest iShares MSCI Brazil ETF seller in Q2 2014 was Morgan Stanley, an estimated $341M sold.

Based on aggregated 13F filings for Q2 2014.