VanEck Israel ETF
ISRA
33 hedge funds and large institutions have $28.2M invested in VanEck Israel ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
3% more funds holding
Funds holding: 32 → 33 (+1)
5% less capital invested
Capital invested by funds: $29.8M → $28.2M (-$1.6M)
6.56% less ownership
Funds ownership: 38.43% → 31.87% (-6.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$3.1M |
| 2 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$1.11M |
| 3 |
Jane Street
New York
|
+$292K |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$70.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$45.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
-$186K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$114K |
| 3 |
Morgan Stanley
New York
|
-$21K |
| 4 |
AIIMS
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
-$11.6K |
| 5 |
CPA
Clear Point Advisors
Melville,
New York
|
-$4.76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
AmeriFlex Group
Las Vegas,
Nevada
| $11.6K | +$10.5K | +255 | New |
|
27
JP Morgan Chase
New York
| $10.9K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8.71K | – | – | – |
|
|
PS
29
Principal Securities
Des Moines,
Iowa
| $8.71K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $3.53K | +$3.35K | +81 | New |
|
31
UBS Group
Zurich,
Switzerland
| $3.05K | – | – | – |
|
|
EWA
32
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.7K | – | – | – |
|
|
BBPWM
33
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1.74K | – | – | – |
|
|
EEP
34
Edgehill Endowment Partners
Hamden,
Connecticut
| – | -$5.61M | -143,407 | Closed |
|
|
CPA
35
Clear Point Advisors
Melville,
New York
| – | -$4.76K | -122 | Closed |
|
|
JIP
36
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$1.04K | -26 | Closed |
|
ISRA Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Israel ETF (ISRA) for Q4 2024, worth a combined $28.2M — down 5.4% from $29.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ISRA positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was IMA Advisory Services, opening a new position worth an estimated $3.1M. The largest seller was RVW Wealth, cutting an estimated $186K.
- 33 institutional investors held VanEck Israel ETF (ISRA) as of Q4 2024, up from 32 in Q3 2024.
- Funds reported $28.2M of VanEck Israel ETF stock for Q4 2024, down 5.4% quarter-over-quarter.
- 5 funds opened new VanEck Israel ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
- The largest VanEck Israel ETF buyer in Q4 2024 was IMA Advisory Services, an estimated $3.1M added.
- The largest VanEck Israel ETF seller in Q4 2024 was RVW Wealth, an estimated $186K sold.
Based on aggregated 13F filings for Q4 2024.