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EWL Institutional Ownership

iShares MSCI Switzerland ETF
1W: -2.4% 1M: -5.8% 3M: -7.0% YTD: -1.8% 1Y: +5.9% 3Y: +42.9% 5Y: +33.4%
$59.23
+0.41 (+0.70%)
 
Weekly Expected Move ±1.9%
$57 $58 $59 $60 $62
ETF AMEX · AUM $1.6B

Institutional Ownership — EWL

213
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
25
New Positions
88
Increased
60
Reduced
16
Closed
2.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (231 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 6,309,912 374M +5,808,077 +1157.4% 8Q SEC ↗
2 BANK OF AMERICA CORP /DE 2,186,515 130M +78,618 +3.7% 15Q SEC ↗
3 MORGAN STANLEY 1,205,530 71M +144,004 +13.6% 60Q SEC ↗
4 Fisher Asset Management, LLC 1,078,832 64M -35,214 -3.2% 32Q SEC ↗
5 UBS Group AG 1,046,736 62M +148,509 +16.5% 47Q SEC ↗
6 Allspring Global Investments Holdings, 917,019 54M -34,152 -3.6% 19Q SEC ↗
7 1607 Capital Partners, LLC 885,747 52M -418,775 -32.1% 44Q SEC ↗
8 Vontobel Holding Ltd. 648,683 38M -12,258 -1.9% 21Q SEC ↗
9 Catalyst Capital Advisors LLC 575,549 34M +34,524 +6.4% 40Q SEC ↗
10 Millburn Ridgefield LLC /DE 575,549 34M +34,524 +6.4% 39Q SEC ↗
11 Bank Julius Baer & Co. Ltd, Zurich 565,157 33M +278,040 +96.8% 26Q SEC ↗
12 JPMORGAN CHASE & CO 394,011 23M +71,830 +22.3% 34Q SEC ↗
13 Lido Advisors, LLC 337,130 20M +43,623 +14.9% 5Q SEC ↗
14 Trajan Wealth LLC 332,798 20M +10,252 +3.2% 10Q SEC ↗
15 GenTrust, LLC 316,521 19M +13,273 +4.4% 13Q SEC ↗
16 Rice Partnership, LLC 243,503 14M +111,908 +85.0% 7Q SEC ↗
17 Waverly Advisors, LLC 230,558 14M +4,852 +2.1% 9Q SEC ↗
18 PGIM Custom Harvest LLC 193,527 11M +61,576 +46.7% 15Q SEC ↗
19 LPL Financial LLC 179,458 11M -5,732 -3.1% 54Q SEC ↗
20 SSA SWISS ADVISORS AG 140,241 8M -898 -0.6% 6Q SEC ↗
21 WELLS FARGO & COMPANY/MN 134,065 8M +9,822 +7.9% 81Q SEC ↗
22 JANE STREET GROUP, LLC NEW 125,024 7M — +0.0% 1Q SEC ↗
23 Pictet North America Advisors SA 109,414 6M -9,542 -8.0% 44Q SEC ↗
24 HighTower Advisors, LLC 102,418 6M +399 +0.4% 39Q SEC ↗
25 GOLDMAN SACHS GROUP INC 101,689 6M +50,867 +100.1% 15Q SEC ↗
26 ROYAL BANK OF CANADA 97,150 6M +40,382 +71.1% 80Q SEC ↗
27 Ameliora Wealth Management Ltd. 84,395 5M +54,894 +186.1% 13Q SEC ↗
28 Compagnie Lombard Odier SCmA 76,227 5M -3,878 -4.8% 21Q SEC ↗
29 TD Waterhouse Canada Inc. 75,192 4M +4,528 +6.4% 19Q SEC ↗
30 CSM Advisors, LLC 69,677 4M -5,007 -6.7% 2Q SEC ↗
31 Equitable Holdings, Inc. 67,630 4M +2,898 +4.5% 13Q SEC ↗
32 Climber Capital SA 61,829 4M +678 +1.1% 3Q SEC ↗
33 ENVESTNET ASSET MANAGEMENT INC 58,884 3M +1,844 +3.2% 65Q SEC ↗
34 Creative Planning 51,820 3M +3,811 +7.9% 23Q SEC ↗
35 HSBC HOLDINGS PLC 47,054 3M +1,687 +3.7% 83Q SEC ↗
36 Sanctuary Advisors, LLC 46,774 3M +434 +0.9% 9Q SEC ↗
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 39,887 2M — +0.0% 1Q SEC ↗
38 Rockefeller Capital Management L.P. 39,634 2M +261 +0.7% 30Q SEC ↗
39 BTG Pactual Asset Management US LLC 34,176 2M +16,000 +88.0% 7Q SEC ↗
40 ZACKS INVESTMENT MANAGEMENT 34,154 2M -1,960 -5.4% 86Q SEC ↗
41 M&T Bank Corp 34,017 2M — +0.0% 20Q SEC ↗
42 AMERIPRISE FINANCIAL INC 33,088 2M -3,123 -8.6% 16Q SEC ↗
43 Federation des caisses Desjardins du Q 32,183 2M +466 +1.5% 9Q SEC ↗
44 Idaho Trust Co 31,040 2M +2,460 +8.6% 9Q SEC ↗
45 MONECO ADVISORS, LLC 29,565 2M -383 -1.3% 6Q SEC ↗
46 SIMON QUICK ADVISORS, LLC 29,420 2M +140 +0.5% 5Q SEC ↗
47 LFA - Lugano Financial Advisors SA 29,262 2M -2,199 -7.0% 27Q SEC ↗
48 NISA INVESTMENT ADVISORS, LLC 27,700 2M — +0.0% 25Q SEC ↗
49 Qube Research & Technologies Ltd NEW 27,700 2M — +0.0% 1Q SEC ↗
50 BFI Infinity Ltd. 27,654 2M +529 +2.0% 7Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
BlackRock, Inc. +5,808,077 +1157.4% 6,309,912
Bank Julius Baer & Co. Ltd, Zurich +278,040 +96.8% 565,157
UBS Group AG +148,509 +16.5% 1,046,736
MORGAN STANLEY +144,004 +13.6% 1,205,530
Rice Partnership, LLC +111,908 +85.0% 243,503
BANK OF AMERICA CORP /DE +78,618 +3.7% 2,186,515
JPMORGAN CHASE & CO +71,830 +22.3% 394,011
PGIM Custom Harvest LLC +61,576 +46.7% 193,527
Ameliora Wealth Management Ltd. +54,894 +186.1% 84,395
GOLDMAN SACHS GROUP INC +50,867 +100.1% 101,689
Lido Advisors, LLC +43,623 +14.9% 337,130
ROYAL BANK OF CANADA +40,382 +71.1% 97,150
Millburn Ridgefield LLC /DE +34,524 +6.4% 575,549
Catalyst Capital Advisors LLC +34,524 +6.4% 575,549
BTG Pactual Asset Management US LLC +16,000 +88.0% 34,176
GenTrust, LLC +13,273 +4.4% 316,521
INSIGNEO ADVISORY SERVICES, LLC +10,965 +108.8% 21,045
Trajan Wealth LLC +10,252 +3.2% 332,798
WELLS FARGO & COMPANY/MN +9,822 +7.9% 134,065
MEEDER ASSET MANAGEMENT INC +9,027 +183.6% 13,944
Biggest Decreases (20)
HolderReducedChange %Total Shares
1607 Capital Partners, LLC -418,775 -32.1% 885,747
UBS AM, a distinct business unit of -115,449 -92.3% 9,579
Fisher Asset Management, LLC -35,214 -3.2% 1,078,832
Allspring Global Investments Holdin -34,152 -3.6% 917,019
CIBC WORLD MARKET INC. -23,034 -81.7% 5,168
Y-Intercept (Hong Kong) Ltd -22,457 -87.6% 3,185
Corient Private Wealth LP -18,030 -49.6% 18,298
Vontobel Holding Ltd. -12,258 -1.9% 648,683
Pictet North America Advisors SA -9,542 -8.0% 109,414
LPL Financial LLC -5,732 -3.1% 179,458
CSM Advisors, LLC -5,007 -6.7% 69,677
HRT FINANCIAL LP -4,733 -58.5% 3,362
Compagnie Lombard Odier SCmA -3,878 -4.8% 76,227
Trek Financial, LLC -3,729 -20.7% 14,302
AMERIPRISE FINANCIAL INC -3,123 -8.6% 33,088
Bellecapital International Ltd. -2,855 -74.1% 1,000
CX Institutional -2,326 -30.4% 5,314
LFA - Lugano Financial Advisors SA -2,199 -7.0% 29,262
ZACKS INVESTMENT MANAGEMENT -1,960 -5.4% 34,154
Marotta Asset Management -1,885 -18.0% 8,605

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms