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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
DILIC
201
Dai-ichi Life Insurance Company
Japan
$437K
PL
202
Plancorp LLC
Missouri
$432K
CA
203
Calton & Associates
Florida
$430K +$399K +12,312 New
Marshall Wace
204
Marshall Wace
United Kingdom
$423K -$32.3M -995,909 -99%
SG
205
Sharper & Granite
California
$421K
CAN
206
Cetera Advisor Networks
California
$412K +$131K +4,044 +52%
FIM
207
Freedom Investment Management
Connecticut
$406K +$1.98K +61 +0.5%
RA
208
Rockingstone Advisors
Massachusetts
$399K -$22.7K -700 -6%
KA
209
Kovack Advisors
Florida
$384K -$38.9K -1,200 -10%
TCM
210
Triumph Capital Management
Colorado
$383K -$29.5K -910 -8%
OIA
211
OneDigital Investment Advisors
Kansas
$379K +$351K +10,835 New
OPCM
212
Osborne Partners Capital Management
California
$368K -$7.13K -220 -2%
CAM
213
Claret Asset Management
Quebec, Canada
$368K -$2.43K -75 -0.7%
GC
214
Gilbert & Cook
Iowa
$367K -$3.3K -102 -1%
QFA
215
Quattro Financial Advisors
Texas
$350K -$323K -9,965 -100%
AC
216
Aristides Capital
Kentucky
$350K
EWA
217
Evolution Wealth Advisors
Florida
$332K -$61.5K -1,900 -17%
KPWS
218
Kestra Private Wealth Services
Texas
$326K +$6.18K +191 +2%
MG
219
Marex Group
$325K +$301K +9,297 New
CLOS
220
Compagnie Lombard Odier SCmA
Switzerland
$315K
YIH
221
Y-Intercept (HK)
Hong Kong
$309K -$128K -3,941 -31%
KP
222
Keel Point
Alabama
$305K
JSAM
223
J. Safra Asset Management
New York
$303K
IP
224
Intellectus Partners
California
$297K
SC
225
Solstein Capital
California
$293K +$5.05K +156 +2%

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.