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iShares Latin America 40 ETF

149 hedge funds and large institutions have $475M invested in iShares Latin America 40 ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.87% less ownership

Funds ownership: 51.96%44.1% (-7.9%)

10% less funds holding

Funds holding: 165149 (-16)

13% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 53

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

34% less capital invested

Capital invested by funds: $718M → $475M (-$243M)

36% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 36

82% less call options, than puts

Call options by funds: $71K | Put options by funds: $387K

Holders
149
Holders Change
-16
Holders Change %
-9.7%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
23
Increased
46
Reduced
53
Closed
36
Calls
$71K
Puts
$387K
Net Calls
-$316K
Net Calls Change
-$707K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$380K -$81K -3,370 -16%
NWMG
77
National Wealth Management Group
Ohio
$380K -$65.6K -2,731 -13%
RBFC
78
Roman Butler Fullerton & Co
Missouri
$344K -$214K -8,917 -37%
BPAMU
79
BTG Pactual Asset Management US
New York
$333K
PCH
80
PGIM Custom Harvest
New Jersey
$320K -$692K -28,789 -65%
RC
81
Rahlfs Capital
Texas
$319K +$366K +15,250 New
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$304K -$783K -32,586 -69%
BCM
83
Beaumont Capital Management
Massachusetts
$304K
TI
84
Trexquant Investment
Connecticut
$293K -$35.6K -1,482 -10%
P
85
&Partners
Tennessee
$292K -$58.8K -2,448 -15%
CWM
86
Copia Wealth Management
Oregon
$284K +$326K +13,569 New
SA
87
Sanctuary Advisors
Indiana
$282K -$56.6K -2,354 -16%
GIM
88
Gold Investment Management
Alberta, Canada
$273K +$24 +1 +0%
PAS
89
Park Avenue Securities
New York
$260K +$64.8K +2,697 +28%
VFP
90
Verus Financial Partners
Virginia
$249K +$8.41K +350 +3%
GWS
91
Greykasell Wealth Strategies
California
$247K +$284K +11,814 New
ARA
92
Alexander Randolph Advisory
Virginia
$239K +$38.4K +1,597 +16%
PI
93
PFG Investments
New York
$230K +$38.1K +1,588 +17%
TIM
94
Total Investment Management
Arizona
$227K -$54.3M -2,261,740 -100%
SWM
95
Spire Wealth Management
Virginia
$224K -$1.03M -42,782 -80%
RSWM
96
Robertson Stephens Wealth Management
California
$216K -$119K -4,960 -32%
NHC
97
Nicholas Hoffman & Company
Georgia
$206K -$1.34M -55,842 -85%
GRP
98
Global Retirement Partners
California
$194K -$1.32K -55 -0.6%
CA
99
CoreCap Advisors
Michigan
$179K +$11.6K +482 +6%
GWM
100
Geneos Wealth Management
Colorado
$163K