VanEck Israel ETF
ISRA
30 hedge funds and large institutions have $22.5M invested in VanEck Israel ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $19M → $22.5M (+$3.54M)
11% more funds holding
Funds holding: 27 → 30 (+3)
4.65% more ownership
Funds ownership: 33.69% → 38.34% (+4.7%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$990K |
| 2 |
MI
Mercer Investments
Boston,
Massachusetts
|
+$911K |
| 3 |
Morgan Stanley
New York
|
+$834K |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$449K |
| 5 |
TH
Team Hewins
Redwood City,
California
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.03M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$325K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$236K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$32.6K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $7K | – | – | – |
|
|
PS
27
Principal Securities
Des Moines,
Iowa
| $7K | +$6.41K | +200 | New |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6.3K | +$5.77K | +180 | New |
|
|
CPA
29
Clear Point Advisors
Melville,
New York
| $4.26K | +$3.91K | +122 | New |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1.4K | – | – | – |
|
|
SW
31
SVB Wealth
Boston,
Massachusetts
| – | -$325K | -9,704 | Closed |
|
|
RIA
32
Realta Investment Advisors
Wilmington,
Delaware
| – | -$11.6K | -330 | Closed |
|
|
BAAM
33
Baker Avenue Asset Management
San Francisco,
California
| – | -$3.35K | -100 | Closed |
|
|
IF
34
Integrity Financial
Cheyenne,
Wyoming
| – | -$2.01K | -60 | Closed |
|
ISRA Hedge Fund Activity: Q4 2023 in Review
30 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Israel ETF (ISRA) for Q4 2023, worth a combined $22.5M — up 19% from $19M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISRA positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Whitaker-Myers Wealth Managers, adding an estimated $990K. The largest seller was Jane Street, cutting an estimated $1.03M.
- 30 institutional investors held VanEck Israel ETF (ISRA) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $22.5M of VanEck Israel ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 7 funds opened new VanEck Israel ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
- The largest VanEck Israel ETF buyer in Q4 2023 was Whitaker-Myers Wealth Managers, an estimated $990K added.
- The largest VanEck Israel ETF seller in Q4 2023 was Jane Street, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2023.