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iShares MSCI Brazil ETF

244 hedge funds and large institutions have $4.24B invested in iShares MSCI Brazil ETF in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $3.94B → $4.24B (+$303M)

5% more funds holding

Funds holding: 233244 (+11)

1.13% less ownership

Funds ownership: 56.12%54.98% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

54% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $2.59B

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
5.53%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
54
Increased
67
Reduced
83
Closed
41
Calls
$1.19B
Puts
$2.59B
Net Calls
-$1.4B
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
201
First Allied Advisory Services
California
$39K -$186K -4,593 -82%
SPIA
202
Steward Partners Investment Advisory
New York
$38K
BFEC
203
Benjamin F. Edwards & Company
Missouri
$35K -$8.42K -208 -19%
WT
204
Whittier Trust
California
$34K -$2.59K -64 -7%
STA
205
Summit Trail Advisors
New York
$23K +$20.2K +500 New
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$22K +$20K +494 +988%
RWA
207
Ropes Wealth Advisors
Massachusetts
$20K
CFD
208
Creative Financial Designs
Indiana
$19K -$166K -4,094 -90%
AFNAS
209
American Financial Network Advisory Services
California
$17K
SMFG
210
Sumitomo Mitsui Financial Group
Japan
$17K
RPC
211
Rossmore Private Capital
Connecticut
$16.8K +$16.8K +415 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$16K
CFG
213
Citizens Financial Group
Rhode Island
$16K
HNB
214
Huntington National Bank
Ohio
$14K
CAW
215
Cornerstone Advisors (Washington)
Washington
$13K +$13.4K +330 New
BRC
216
Bell Rock Capital
Delaware
$12K +$12.1K +300 New
HDIM
217
Hanson & Doremus Investment Management
Vermont
$11K
LWM
218
Lenox Wealth Management
Ohio
$11K
TRCT
219
Tower Research Capital (TRC)
New York
$11K +$10.7K +264 New
APA
220
American Portfolios Advisors
New York
$10.1K +$10.1K +250 New
PFGIA
221
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$4.65K +115 +115%
LCM
222
Laurion Capital Management
New York
$8K -$1.73M -42,867 -100%
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$8K -$809 -20 -9%
FWM
224
Focused Wealth Management
New York
$8K -$567 -14 -7%
QAM
225
QCI Asset Management
New York
$8K

EWZ Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Brazil ETF (EWZ) for Q4 2017, worth a combined $4.24B — up 7.7% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EWZ positions and 41 closed out — a net gain of 13 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $223M. The largest seller was JP Morgan Chase, cutting an estimated $190M.

  • 244 institutional investors held iShares MSCI Brazil ETF (EWZ) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $4.24B of iShares MSCI Brazil ETF stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 54 funds opened new iShares MSCI Brazil ETF positions in Q4 2017 and 41 closed out, a net change of +13 holders.
  • The largest iShares MSCI Brazil ETF buyer in Q4 2017 was Provida Pension Fund Administrator, an estimated $223M added.
  • The largest iShares MSCI Brazil ETF seller in Q4 2017 was JP Morgan Chase, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2017.