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iShares MSCI South Africa ETF

71 hedge funds and large institutions have $297M invested in iShares MSCI South Africa ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

6% more funds holding

Funds holding: 6771 (+4)

5.13% less ownership

Funds ownership: 88.9%83.77% (-5.1%)

18% less capital invested

Capital invested by funds: $363M → $297M (-$66.3M)

30% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $19.3M

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
17
Reduced
26
Closed
13
Calls
$13.5M
Puts
$19.3M
Net Calls
-$5.87M
Net Calls Change
+$385K
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
51
Proficio Capital Partners
Massachusetts
$185K +$168K +3,230 New
HIIFS
52
Harel Insurance Investments & Financial Services
Israel
$167K +$164K +3,165 New
S
53
SignatureFD
Georgia
$150K +$148K +2,843 New
EDRH
54
Edmond de Rothschild Holding
Switzerland
$124K -$88.4K -1,700 -41%
MFS
55
MSI Financial Services
Massachusetts
$79K +$26.8K +516 +53%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$57K
GH
57
GAM Holding
Switzerland
$42K +$20.8K +400 +100%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$29K
CG
59
Cutler Group
California
$26K +$5.2K +100 +25%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$19K +$416 +8 +2%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$14K
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K -$624 -12 -6%
AIM
63
Advantage Investment Management
Iowa
$8K
AOWM
64
Alpha Omega Wealth Management
Virginia
$4K
SEI Investments
65
SEI Investments
Pennsylvania
$4K +$4.21K +81 New
BIG
66
Bellwether Investment Group
Tennessee
$2K +$1.98K +38 New
FNBT
67
FineMark National Bank & Trust
Florida
$1K +$520 +10 New
AP
68
Advisors Preferred
Maryland
$1K +$1.25K +24 New
AG
69
Advisor Group
Arizona
$1K +$1.77K +34 New
ED
70
Exane Derivatives
France
$53
PSCM
71
Prince Street Capital Management
New York
-$11.9M -224,600 Closed
AGM
72
Alpine Global Management
New York
-$11.9M -224,498 Closed
Korea Investment Corp
73
Korea Investment Corp
South Korea
-$5.54M -101,500 Closed
CCP
74
Clough Capital Partners
Massachusetts
-$2.18M -41,088 Closed
CA
75
Commerzbank Aktiengesellschaft
Germany
-$1.56M -29,377 Closed

EZA Hedge Fund Activity: Q2 2016 in Review

71 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI South Africa ETF (EZA) for Q2 2016, worth a combined $297M — down 18% from $363M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EZA positions and 13 closed out — a net gain of 4 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $17.5M. The largest seller was Old Mission Capital, cutting an estimated $12.3M.

  • 71 institutional investors held iShares MSCI South Africa ETF (EZA) as of Q2 2016, up from 67 in Q1 2016.
  • Funds reported $297M of iShares MSCI South Africa ETF stock for Q2 2016, down 18% quarter-over-quarter.
  • 17 funds opened new iShares MSCI South Africa ETF positions in Q2 2016 and 13 closed out, a net change of +4 holders.
  • The largest iShares MSCI South Africa ETF buyer in Q2 2016 was Goldman Sachs, an estimated $17.5M added.
  • The largest iShares MSCI South Africa ETF seller in Q2 2016 was Old Mission Capital, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2016.