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iShares MSCI South Africa ETF

71 hedge funds and large institutions have $269M invested in iShares MSCI South Africa ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

4% less funds holding

Funds holding: 7471 (-3)

11.04% less ownership

Funds ownership: 95.37%84.33% (-11%)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

11% less capital invested

Capital invested by funds: $303M → $269M (-$34.2M)

59% less call options, than puts

Call options by funds: $830K | Put options by funds: $2.01M

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
24
Reduced
19
Closed
18
Calls
$830K
Puts
$2.01M
Net Calls
-$1.18M
Net Calls Change
-$557K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$115M
JP Morgan Chase
2
JP Morgan Chase
New York
$40.2M -$8.65M -180,165 -16%
TCM
3
Tradewinds Capital Management
Washington
$17.2M +$19.7M +410,022 New
Morgan Stanley
4
Morgan Stanley
New York
$15.1M +$11.6M +241,281 +202%
SO
5
STRS Ohio
Ohio
$10.5M
PL
6
Polianta Ltd
Jersey
$6.04M +$254K +5,300 +4%
CCA
7
Carrera Capital Advisors
Michigan
$5.61M +$874K +18,220 +16%
CCA
8
Catalyst Capital Advisors
New York
$5.26M -$37.7K -786 -0.6%
MRC
9
Millburn Ridgefield Corp
New York
$5.26M -$37.7K -786 -0.6%
Korea Investment Corp
10
Korea Investment Corp
South Korea
$5.2M
UBS Group
11
UBS Group
Switzerland
$4.15M -$656K -13,669 -12%
MWM
12
Moran Wealth Management
Florida
$3.91M +$4.47M +93,217 New
Citadel Advisors
13
Citadel Advisors
Florida
$3.61M +$2.8M +58,326 +209%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$3.38M -$784K -16,343 -17%
BL
15
BCWM LLC
Kansas
$2.82M +$3.22M +67,187 New
Goldman Sachs
16
Goldman Sachs
New York
$2.6M +$2.59M +53,937 +660%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.06M +$1.92M +40,084 +440%
N
18
Natixis
France
$1.51M +$472K +9,842 +38%
OMC
19
Old Mission Capital
Illinois
$1.41M +$1.62M +33,667 New
Bank of America
20
Bank of America
North Carolina
$1.35M -$102K -2,117 -6%
Millennium Management
21
Millennium Management
New York
$1.31M +$1.16M +24,198 +340%
PMAM
22
Picton Mahoney Asset Management
Ontario, Canada
$1.15M -$520K -10,840 -28%
Citigroup
23
Citigroup
New York
$1.13M -$427K -8,894 -25%
IC
24
Innealta Capital
Texas
$977K +$1.3K +27 +0.1%
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$966K -$31.3K -653 -3%

EZA Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI South Africa ETF (EZA) for Q4 2024, worth a combined $269M — down 11% from $303M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EZA and 16 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 24 added.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $19.7M. The largest seller was JP Morgan Chase, cutting an estimated $8.65M.

  • 71 institutional investors held iShares MSCI South Africa ETF (EZA) as of Q4 2024, down from 74 in Q3 2024.
  • Funds reported $269M of iShares MSCI South Africa ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 16 funds opened new iShares MSCI South Africa ETF positions in Q4 2024 and 18 closed out, a net change of -2 holders.
  • The largest iShares MSCI South Africa ETF buyer in Q4 2024 was Tradewinds Capital Management, an estimated $19.7M added.
  • The largest iShares MSCI South Africa ETF seller in Q4 2024 was JP Morgan Chase, an estimated $8.65M sold.

Based on aggregated 13F filings for Q4 2024.