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iShares MSCI Brazil ETF

233 hedge funds and large institutions have $3.94B invested in iShares MSCI Brazil ETF in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 60 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 34

36% more capital invested

Capital invested by funds: $2.9B → $3.94B (+$1.04B)

8% more funds holding

Funds holding: 216233 (+17)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3.85% more ownership

Funds ownership: 52.27%56.12% (+3.9%)

18% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 73

50% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.91B

Holders
233
Holders Change
+17
Holders Change %
+7.87%
% of All Funds
5.81%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
53
Increased
60
Reduced
73
Closed
34
Calls
$1.46B
Puts
$2.91B
Net Calls
-$1.45B
Net Calls Change
-$641M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
201
Intellectus Partners
California
$46K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$45K
SPIA
203
Steward Partners Investment Advisory
New York
$39K
WT
204
Whittier Trust
California
$38K -$39 -1 -0.1%
EA
205
Edge Advisors
Georgia
$38K
First Manhattan
206
First Manhattan
New York
$27K +$19.6K +500 +292%
RWA
207
Ropes Wealth Advisors
Massachusetts
$21K
SMFG
208
Sumitomo Mitsui Financial Group
Japan
$18K
AFNAS
209
American Financial Network Advisory Services
California
$18K +$16.6K +424 New
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$17K
CFG
211
Citizens Financial Group
Rhode Island
$17K
HNB
212
Huntington National Bank
Ohio
$15K
WB
213
Webster Bank
Connecticut
$14K
NFG
214
Next Financial Group
Texas
$14K +$8.37K +214 +214%
HDIM
215
Hanson & Doremus Investment Management
Vermont
$11K
LWM
216
Lenox Wealth Management
Ohio
$11K
GAM
217
Gemmer Asset Management
California
$10K +$9.19K +235 New
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$9K
FWM
219
Focused Wealth Management
New York
$9K +$587 +15 +8%
AA
220
AlphaMark Advisors
Kentucky
$8K
QAM
221
QCI Asset Management
New York
$8K
SNT
222
Security National Trust
West Virginia
$7K
AIM
223
Anchor Investment Management
South Carolina
$6.25K
SEI Investments
224
SEI Investments
Pennsylvania
$6K +$5.87K +150 New
AIM
225
Advantage Investment Management
Iowa
$5K

EWZ Hedge Fund Activity: Q3 2017 in Review

233 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q3 2017, worth a combined $3.94B — up 36% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EWZ positions and 34 closed out — a net gain of 19 holders — while 60 added to existing stakes and 73 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $197M. The largest seller was UBS Group, cutting an estimated $183M.

  • 233 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q3 2017, up from 216 in Q2 2017.
  • Funds reported $3.94B of iShares MSCI Brazil ETF stock for Q3 2017, up 36% quarter-over-quarter.
  • 53 funds opened new iShares MSCI Brazil ETF positions in Q3 2017 and 34 closed out, a net change of +19 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $197M added.
  • The largest iShares MSCI Brazil ETF seller in Q3 2017 was UBS Group, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2017.