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iShares Latin America 40 ETF

114 hedge funds and large institutions have $274M invested in iShares Latin America 40 ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $419K | Put options by funds: $142K

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

53% more capital invested

Capital invested by funds: $179M → $274M (+$95.4M)

11% more funds holding

Funds holding: 103114 (+11)

9.21% more ownership

Funds ownership: 27.07%36.28% (+9.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
38
Reduced
23
Closed
9
Calls
$419K
Puts
$142K
Net Calls
+$277K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$214K -$648K -25,727 -76%
BRF
77
B. Riley Financial
California
$203K +$195K +7,721 New
Creative Planning
78
Creative Planning
Kansas
$152K
US Bancorp
79
US Bancorp
Minnesota
$108K +$36.1K +1,432 +53%
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$100K
AG
81
Advisor Group
Arizona
$79K +$77.3K +3,069 New
First Manhattan
82
First Manhattan
New York
$78K
GAM
83
Gemmer Asset Management
California
$70K -$89.6K -3,554 -57%
GWM
84
Geneos Wealth Management
Colorado
$53K
IFA
85
Interactive Financial Advisors
Illinois
$47K +$9.5K +377 +27%
HIIFS
86
Harel Insurance Investments & Financial Services
Israel
$47K +$44.6K +1,770 New
CLOS
87
Compagnie Lombard Odier SCmA
Switzerland
$46K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$39K
MA
89
MUFG Americas
New York
$39K
EDRE
90
Edmond de Rothschild (Europe)
Luxembourg
$32K
EDRH
91
Edmond de Rothschild Holding
Switzerland
$32K
WEC
92
Winslow Evans & Crocker
Massachusetts
$18.4K -$12.6K -500 -42%
CTC
93
Central Trust Company
Missouri
$13K
FWC
94
First Washington Corp
Washington
$10K
SIA
95
SeaBridge Investment Advisors
New Jersey
$10K +$9.88K +392 New
WA
96
WFG Advisors
Texas
$8K
ED
97
Exane Derivatives
France
$6.65K
IA
98
IFP Advisors
Florida
$6K -$20.3K -807 -78%
AWM
99
AllSquare Wealth Management
New York
$6K
NFG
100
Next Financial Group
Texas
$4K

ILF Hedge Fund Activity: Q2 2016 in Review

114 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Latin America 40 ETF (ILF) for Q2 2016, worth a combined $274M — up 53% from $179M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ILF positions and 9 closed out — a net gain of 11 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $34.6M. The largest seller was Allianz Asset Management, cutting an estimated $10.7M.

  • 114 institutional investors held iShares Latin America 40 ETF (ILF) as of Q2 2016, up from 103 in Q1 2016.
  • Funds reported $274M of iShares Latin America 40 ETF stock for Q2 2016, up 53% quarter-over-quarter.
  • 20 funds opened new iShares Latin America 40 ETF positions in Q2 2016 and 9 closed out, a net change of +11 holders.
  • The largest iShares Latin America 40 ETF buyer in Q2 2016 was Migdal Insurance & Financial Holdings, an estimated $34.6M added.
  • The largest iShares Latin America 40 ETF seller in Q2 2016 was Allianz Asset Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2016.