We are live on ! Find out more
EZA icon

iShares MSCI South Africa ETF

87 hedge funds and large institutions have $346M invested in iShares MSCI South Africa ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

49% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $1.25M

16% more capital invested

Capital invested by funds: $299M → $346M (+$47.9M)

10% more funds holding

Funds holding: 7987 (+8)

16.05% less ownership

Funds ownership: 104.8%88.76% (-16%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
23
Reduced
28
Closed
7
Calls
$1.86M
Puts
$1.25M
Net Calls
+$611K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$117M
JP Morgan Chase
2
JP Morgan Chase
New York
$37.1M +$11.6M +283,290 +48%
BlackRock
3
BlackRock
New York
$33.6M -$2.82M -68,953 -8%
Korea Investment Corp
4
Korea Investment Corp
South Korea
$13.3M
COLIM
5
City of London Investment Management
United Kingdom
$10.8M -$10.8M -264,804 -51%
SO
6
STRS Ohio
Ohio
$10.6M
Ameriprise
7
Ameriprise
Minnesota
$9.17M +$349K +8,535 +4%
IMPI
8
Ilmarinen Mutual Pension Insurance
Finland
$8.3M
LPL Financial
9
LPL Financial
California
$7.62M -$2.19M -53,393 -23%
CS
10
Credit Suisse
Switzerland
$7.29M +$769K +18,778 +12%
MRC
11
Millburn Ridgefield Corp
New York
$7.26M +$717K +17,521 +11%
CCA
12
Catalyst Capital Advisors
New York
$7.26M +$720K +17,582 +11%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$6.59M +$819K +20,000 +15%
Morgan Stanley
14
Morgan Stanley
New York
$6.13M +$197K +4,803 +3%
GI
15
Glovista Investments
New Jersey
$5.57M -$1.21M -29,514 -18%
UBS Group
16
UBS Group
Switzerland
$5.16M +$1.16M +28,305 +30%
Jane Street
17
Jane Street
New York
$4.81M +$3.57M +87,291 +333%
Bank of America
18
Bank of America
North Carolina
$4.55M -$280K -6,836 -6%
PL
19
Polianta Ltd
Jersey
$4.11M -$237K -5,800 -6%
SC
20
Sepio Capital
Utah
$3.9M +$931K +22,745 +33%
FTUS
21
Flow Traders U.S.
New York
$3.83M +$3.7M +90,281 New
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$3.68M -$311K -7,600 -8%
SG Americas Securities
23
SG Americas Securities
New York
$2.54M -$78.4K -1,916 -3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.26M +$2.1M +51,401 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.59M +$1.52M +37,091 New

EZA Hedge Fund Activity: Q4 2022 in Review

87 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI South Africa ETF (EZA) for Q4 2022, worth a combined $346M — up 16% from $299M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EZA positions and 7 closed out — a net gain of 11 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.6M. The largest seller was City of London Investment Management, cutting an estimated $10.8M.

  • 87 institutional investors held iShares MSCI South Africa ETF (EZA) as of Q4 2022, up from 79 in Q3 2022.
  • Funds reported $346M of iShares MSCI South Africa ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 18 funds opened new iShares MSCI South Africa ETF positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest iShares MSCI South Africa ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $11.6M added.
  • The largest iShares MSCI South Africa ETF seller in Q4 2022 was City of London Investment Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2022.