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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$14K
AssetMark Inc
202
AssetMark Inc
California
$13K -$5.84K -181 -34%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$12K +$10.7K +333 New
ICP
204
Interchange Capital Partners
Pennsylvania
$12K +$10.8K +335 New
APA
205
American Portfolios Advisors
New York
$11.1K
AII
206
AGF Investments Inc
Ontario, Canada
$11K -$3.71K -115 -28%
AF
207
Advisornet Financial
Minnesota
$11K
SIM
208
Seaview Investment Managers
Florida
$10K +$9.32K +289 New
SWA
209
SOA Wealth Advisors
New York
$10K +$9.58K +297 New
ME
210
McIlrath & Eck
Washington
$9K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$7K
AWA
212
Arkadios Wealth Advisors
Georgia
$7K +$6.39K +198 New
CL
213
COWA LLC
Oklahoma
$7K +$6.45K +200 New
APWA
214
Atlas Private Wealth Advisors
New Jersey
$6K -$1.32K -41 -21%
AA
215
AlphaMark Advisors
Kentucky
$6K
AIM
216
Anchor Investment Management
South Carolina
$5.56K -$6.45K -200 -57%
FGAM
217
Financial Gravity Asset Management
Texas
$5K +$3.94K +122 New
CT
218
Caldwell Trust
Florida
$4.63K
RG
219
Retirement Group
California
$4K
TH
220
TCTC Holdings
Texas
$4K
CWC
221
Carolinas Wealth Consulting
North Carolina
$4K +$3.81K +118 New
CFGS
222
Concourse Financial Group Securities
Alabama
$3K -$16.1K -500 -85%
ASN
223
Advisory Services Network
Georgia
$3K -$548 -17 -16%
LWM
224
Liberty Wealth Management
California
$3K
MS
225
Mizuho Securities
Japan
$3K +$3.03K +94 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.