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iShares Latin America 40 ETF

127 hedge funds and large institutions have $863M invested in iShares Latin America 40 ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $5.32M | Put options by funds: $3.02M

32% more capital invested

Capital invested by funds: $654M → $863M (+$208M)

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

7.99% more ownership

Funds ownership: 42.19%50.19% (+8%)

2% more funds holding

Funds holding: 125127 (+2)

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
37
Increased
36
Reduced
29
Closed
34
Calls
$5.32M
Puts
$3.02M
Net Calls
+$2.3M
Net Calls Change
+$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$253K +$259K +9,153 New
CAM
77
Cresset Asset Management
Illinois
$229K
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$215K +$14.2K +500 +7%
KWA
79
KCS Wealth Advisory
California
$214K +$6.88K +243 +3%
KFP
80
KB Financial Partners
New Jersey
$202K +$207K +7,326 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$192K +$52.2K +1,843 +36%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$192K +$191K +6,738 New
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$184K -$60.3K -2,130 -24%
WWM
84
Wolff Wiese Magana
California
$142K +$146K +5,144 New
William Blair & Company
85
William Blair & Company
Illinois
$110K +$16.2K +572 +17%
CG
86
Cutler Group
California
$70K +$7.78K +275 +12%
FCB
87
First Command Bank
Texas
$66K +$68.1K +2,408 New
FCFS
88
First Command Financial Services
Texas
$66K +$68.1K +2,408 New
EP
89
Eudaimonia Partners
Tennessee
$55K
UFF
90
USA Financial Formulas
Michigan
$50K +$50.8K +1,794 New
WTC
91
WhitTier Trust Company
Nevada
$40K
LB
92
Legacy Bridge
Iowa
$37K
WT
93
Whittier Trust
California
$37K
IFAM
94
Institutional & Family Asset Management
Colorado
$34K +$35K +1,236 New
ZIG
95
Zurich Insurance Group
Switzerland
$32K +$31.6K +1,115 New
SFS
96
Sowell Financial Services
Arkansas
$28K +$26.8K +948 New
TRCT
97
Tower Research Capital (TRC)
New York
$28K +$28.5K +1,008 New
First Manhattan
98
First Manhattan
New York
$27K
IAIM
99
International Assets Investment Management
Florida
$24K
US Bancorp
100
US Bancorp
Minnesota
$23K -$11.5K -407 -33%