VanEck Israel ETF
ISRA
27 hedge funds and large institutions have $19M invested in VanEck Israel ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
44% more capital invested
Capital invested by funds: $13.2M → $19M (+$5.78M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9.98% more ownership
Funds ownership: 23.7% → 33.69% (+10%)
4% less funds holding
Funds holding: 28 → 27 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$4.74M |
| 2 |
MI
Mercer Investments
Boston,
Massachusetts
|
+$258K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$138K |
| 4 |
Jane Street
New York
|
+$138K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Team Hewins
Redwood City,
California
|
-$290K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$268K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$256K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$208K |
| 5 |
Morgan Stanley
New York
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IF
26
Integrity Financial
Cheyenne,
Wyoming
| $2.01K | +$2.11K | +60 | New |
|
|
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1.34K | – | – | – |
|
|
TH
28
Team Hewins
Redwood City,
California
| – | -$290K | -8,220 | Closed |
|
|
OMC
29
Old Mission Capital
Chicago,
Illinois
| – | -$268K | -7,595 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$256K | -7,250 | Closed |
|
|
PFO
31
Pathstone Family Office
Englewood,
New Jersey
| – | -$208K | -5,893 | Closed |
|
32
Simplex Trading
Chicago,
Illinois
| – | -$1K | -50 | Closed |
|
ISRA Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Israel ETF (ISRA) for Q3 2023, worth a combined $19M — up 44% from $13.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ISRA and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.
The largest buyer was Whitaker-Myers Wealth Managers, opening a new position worth an estimated $4.74M. The largest seller was Team Hewins, exiting entirely with an estimated $290K sold.
- 27 institutional investors held VanEck Israel ETF (ISRA) as of Q3 2023, down from 28 in Q2 2023.
- Funds reported $19M of VanEck Israel ETF stock for Q3 2023, up 44% quarter-over-quarter.
- 4 funds opened new VanEck Israel ETF positions in Q3 2023 and 5 closed out, a net change of -1 holder.
- The largest VanEck Israel ETF buyer in Q3 2023 was Whitaker-Myers Wealth Managers, an estimated $4.74M added.
- The largest VanEck Israel ETF seller in Q3 2023 was Team Hewins, an estimated $290K sold.
Based on aggregated 13F filings for Q3 2023.