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iShares MSCI South Africa ETF

61 hedge funds and large institutions have $235M invested in iShares MSCI South Africa ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

9% less funds holding

Funds holding: 6761 (-6)

10.64% less ownership

Funds ownership: 91.69%81.05% (-11%)

17% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $19.4M

25% less capital invested

Capital invested by funds: $315M → $235M (-$80.3M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
21
Reduced
16
Closed
18
Calls
$16.2M
Puts
$19.4M
Net Calls
-$3.23M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
26
Lattice Strategies
Pennsylvania
$974K +$272K +5,032 +32%
NI
27
Numeric Investors
Massachusetts
$939K +$1.09M +20,100 New
AGM
28
Alpine Global Management
New York
$889K +$1.03M +19,042 New
ZIM
29
Zacks Investment Management
Illinois
$731K -$544K -10,051 -39%
UOC
30
UBS O'Connor
Illinois
$701K +$812K +15,000 New
PG
31
PEAK6 Group
Illinois
$402K +$465K +8,600 New
BC
32
Brinker Capital
Pennsylvania
$389K -$145K -2,671 -24%
Simplex Trading
33
Simplex Trading
Illinois
$332K +$56.6K +1,046 +17%
MLIC
34
Mandatum Life Insurance Company
Finland
$320K +$368K +6,800 New
SLAM
35
Swiss Life Asset Management
$308K +$30.6K +565 +9%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$220K +$220K +4,065 +635%
LPL Financial
37
LPL Financial
California
$207K +$245K +4,520 New
ACM
38
Azimuth Capital Management
Michigan
$202K +$13.3K +245 +6%
EDRH
39
Edmond de Rothschild Holding
Switzerland
$192K -$48.7K -900 -18%
JP Morgan Chase
40
JP Morgan Chase
New York
$164K -$510K -9,425 -73%
BJ
41
BlackRock Japan
Japan
$157K
S
42
SignatureFD
Georgia
$97K +$38K +702 +51%
GFM
43
Gramercy Funds Management
Connecticut
$95K
TRCT
44
Tower Research Capital (TRC)
New York
$73K -$382K -7,057 -82%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$50K -$6.22K -115 -10%
MFS
46
MSI Financial Services
Massachusetts
$48K +$53.1K +982 +2,004%
Barclays
47
Barclays
United Kingdom
$27K +$31.6K +583 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$26K
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$23K
GH
50
GAM Holding
Switzerland
$19K

EZA Hedge Fund Activity: Q4 2015 in Review

61 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI South Africa ETF (EZA) for Q4 2015, worth a combined $235M — down 25% from $315M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EZA and 13 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 21 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $21.1M. The largest seller was Glovista Investments, exiting entirely with an estimated $47.4M sold.

  • 61 institutional investors held iShares MSCI South Africa ETF (EZA) as of Q4 2015, down from 67 in Q3 2015.
  • Funds reported $235M of iShares MSCI South Africa ETF stock for Q4 2015, down 25% quarter-over-quarter.
  • 13 funds opened new iShares MSCI South Africa ETF positions in Q4 2015 and 18 closed out, a net change of -5 holders.
  • The largest iShares MSCI South Africa ETF buyer in Q4 2015 was BNP Paribas Financial Markets, an estimated $21.1M added.
  • The largest iShares MSCI South Africa ETF seller in Q4 2015 was Glovista Investments, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2015.