We are live on ! Find out more
ISRA icon

VanEck Israel ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2730 (+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: 42 (-2)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
11
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
1
Whitaker-Myers Wealth Managers
Ohio
$5.8M +$990K +30,898 +23%
EEP
2
Edgehill Endowment Partners
Connecticut
$5.02M +$85.2K +2,658 +2%
S
3
Syntrinsic
Colorado
$2.42M +$124K +3,862 +6%
MI
4
Mercer Investments
Massachusetts
$2.07M +$911K +28,417 +93%
Morgan Stanley
5
Morgan Stanley
New York
$1.61M +$834K +26,020 +129%
KCM
6
Kempner Capital Management
Texas
$787K +$96.1K +3,000 +15%
Wells Fargo
7
Wells Fargo
California
$687K +$80.5K +2,513 +15%
Jane Street
8
Jane Street
New York
$657K -$1.03M -32,103 -63%
CFFNO
9
Common Fund For Nonprofit Organizations
Connecticut
$631K +$10.7K +333 +2%
RW
10
RVW Wealth
California
$593K +$449K +14,008 +475%
CA
11
Cambridge Associates
Massachusetts
$546K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$338K -$4.74K -148 -2%
TH
13
Team Hewins
California
$288K +$263K +8,220 New
Bank of America
14
Bank of America
North Carolina
$265K -$897 -28 -0.4%
SWA
15
SFMG Wealth Advisors
Texas
$219K +$320 +10 +0.2%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$206K +$189K +5,893 New
Osaic Holdings
17
Osaic Holdings
Arizona
$81.3K -$32.6K -1,019 -30%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$80K
PIA
19
Powell Investment Advisors
Florida
$61.2K +$56.1K +1,750 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$42K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$31.5K
GT
22
Glenmede Trust
Pennsylvania
$26.2K
FFA
23
Farther Finance Advisors
California
$26.2K +$24K +750 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$14.1K -$236K -7,364 -94%
UBS Group
25
UBS Group
Switzerland
$7.7K +$4.81K +150 +214%

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.