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iShares Latin America 40 ETF

169 hedge funds and large institutions have $643M invested in iShares Latin America 40 ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $928K | Put options by funds: $285K

74% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 39

4% more capital invested

Capital invested by funds: $616M → $643M (+$26.5M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% less funds holding

Funds holding: 171169 (-2)

4.17% less ownership

Funds ownership: 49.31%45.14% (-4.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
68
Reduced
39
Closed
26
Calls
$928K
Puts
$285K
Net Calls
+$643K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$94M +$26.7M +999,217 +37%
TIM
2
Total Investment Management
Arizona
$52.6M +$5.03M +188,173 +10%
Morgan Stanley
3
Morgan Stanley
New York
$37M +$5.6M +209,772 +17%
PPFA
4
Provida Pension Fund Administrator
Chile
$31.8M -$910K -34,060 -3%
BlackRock
5
BlackRock
New York
$28.4M
Bank of America
6
Bank of America
North Carolina
$23.4M +$5.03M +188,150 +26%
Goldman Sachs
7
Goldman Sachs
New York
$23.1M +$2.63M +98,536 +12%
JP Morgan Chase
8
JP Morgan Chase
New York
$22.1M -$706K -26,424 -3%
Wells Fargo
9
Wells Fargo
California
$18.5M -$485K -18,174 -2%
Korea Investment Corp
10
Korea Investment Corp
South Korea
$18.5M
UBS Group
11
UBS Group
Switzerland
$15.5M +$598K +22,385 +4%
OPCM
12
Osborne Partners Capital Management
California
$15.3M +$126K +4,717 +0.8%
Ameriprise
13
Ameriprise
Minnesota
$11.7M +$1.61M +60,462 +15%
Macquarie Group
14
Macquarie Group
Australia
$9.18M -$468K -17,505 -5%
LI
15
LMCG Investments
Massachusetts
$9.07M +$2.23M +83,663 +31%
HI
16
Horizon Investments
North Carolina
$8.78M +$9.15M +342,524 +38,967%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$8.61M +$4.06M +151,889 +82%
CWM
18
Chicago Wealth Management
Illinois
$8.35M +$3.09M +115,626 +55%
CIAS
19
Capital Investment Advisory Services
North Carolina
$8.08M +$168K +6,297 +2%
AWM
20
Adams Wealth Management
Utah
$7.17M +$7.49M +280,482 New
BPC
21
Banque Pictet & Cie
Switzerland
$7M
Marshall Wace
22
Marshall Wace
United Kingdom
$6.34M +$6.63M +248,089 New
EWM
23
Executive Wealth Management
Michigan
$5.93M -$456K -17,087 -7%
NP
24
Nilsine Partners
Colorado
$5.79M +$33.2K +1,242 +0.6%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$5.5M -$5.49M -205,545 -49%