Vault-13

ISHARES INC EWL

MSCI SWITZERLAND · ETP · CUSIP 464286749

157 institutional holders +11 vs Q4 2024
13,165,52513.2m shares reported held*
$681.4mreported value*
30 new 46 added 45 reduced 19 sold out net sold ≈ $79.9m (-1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($259 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.76. Options: 2 managers hold calls ($4.7m notional), 1 hold puts ($93.2k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 138Q4 22: 154Q1 23: 149Q2 23: 160Q3 23: 164Q4 23: 165Q1 24: 153Q2 24: 155Q3 24: 165Q4 24: 146Q1 25: 157157Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022138
Q4 2022154
Q1 2023149
Q2 2023160
Q3 2023164
Q4 2023165
Q1 2024153
Q2 2024155
Q3 2024165
Q4 2024146
Q1 2025157

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 76 bought or addedQ2 23: 66 cut or sold outQ3 23: 75 bought or addedQ3 23: 75 cut or sold outQ3 23Q4 23: 68 bought or addedQ4 23: 75 cut or sold outQ1 24: 66 bought or addedQ1 24: 78 cut or sold outQ1 24Q2 24: 68 bought or addedQ2 24: 78 cut or sold outQ3 24: 73 bought or addedQ3 24: 67 cut or sold outQ3 24Q4 24: 55 bought or addedQ4 24: 83 cut or sold outQ1 25: 76 bought or addedQ1 25: 64 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20237666
Q3 20237575
Q4 20236875
Q1 20246678
Q2 20246878
Q3 20247367
Q4 20245583
Q1 20257664

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ2 24 calls: $4.8kQ2 24 puts: $265.2kQ2 24P/C 55.00Q3 24 calls: $15.6kQ3 24 puts: $31.3kQ3 24P/C 2.00Q4 24 calls: $41.4kQ4 24 puts: $55.2kQ4 24P/C 1.33Q1 25 calls: $4.7mQ1 25 puts: $93.2kQ1 25P/C 0.02
Numbers
QuarterCallsPutsP/C
Q2 2024$4.8k$265.2k55.00
Q3 2024$15.6k$31.3k2.00
Q4 2024$41.4k$55.2k1.33
Q1 2025$4.7m$93.2k0.02

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +376,694+376.7k
Allspring Global Investments Holdings, LLC Added +166,406+166.4k
DRW Securities, LLC Added +49,575+49.6k
Qube Research & Technologies Ltd New +46,024+46.0k
WELLS FARGO & COMPANY/MN Added +42,369+42.4k
ROYAL BANK OF CANADA Added +39,296+39.3k
MONECO ADVISORS, LLC New +31,180+31.2k
INNEALTA CAPITAL, LLC New +22,284+22.3k
CITADEL ADVISORS LLC Added +21,402+21.4k
Daiichi Life Group, Inc. New +18,100+18.1k

Biggest sellers

BlackRock, Inc. Reduced -422,529-422.5k
Polianta Ltd Sold out -333,300-333.3k
Bank Julius Baer & Co. Ltd, Zurich Reduced -179,230-179.2k
OLD MISSION CAPITAL LLC Sold out -160,211-160.2k
JANE STREET GROUP, LLC Reduced -152,874-152.9k
Pictet North America Advisors SA Reduced -149,941-149.9k
FLOW TRADERS U.S. LLC Sold out -124,611-124.6k
Quadrature Capital Ltd Sold out -102,212-102.2k
BARCLAYS PLC Reduced -90,724-90.7k
ASSETMARK, INC Reduced -85,238-85.2k

Biggest calls

CSS LLC/IL New $4.4m85.9k shares
CITADEL ADVISORS LLC Added $233.1k4.5k shares

Biggest puts

CITADEL ADVISORS LLC Added $93.2k1.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +10.4 pts · filed 2026-10-05 41.5% +10.4 pts 18.8m≈ $1.2bn 2026-10-05

Fell to 5% or below in the last year: 1607 Capital Partners, LLC (2.6%, 2026-08-14)

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,260,3222.3m $117.1m $117.1m 0.00% Reduced -422.5k -422,529
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,142,2302.1m $110.9m $110.9m 0.01% Added +376.7k +376,694
3 Allspring Global Investments Holdings, LLC 0.10% of their portfolio CHARLOTTE, NC 1,165,6951.2m $60.4m $60.4m 0.10% Added +166.4k +166,406
4 1607 Capital Partners, LLC 3.12% of their portfolio Richmond, VA 747,314747.3k $38.7m $38.7m 3.12% Reduced -54.6k -54,600
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 741,593741.6k $38.4m $38.4m 0.00% Reduced -24.5k -24,480
6 Vontobel Holding Ltd. 0.12% of their portfolio ZURICH, V8 651,467651.5k $33.7m $33.7m 0.12% Reduced -9.1k -9,126
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 550,860550.9k $28.5m $28.5m 0.00% Reduced -51.8k -51,848
8 Millburn Ridgefield LLC /DE/ 0.56% of their portfolio New York, NY 446,817446.8k $23.1m $23.1m 0.56% Reduced -24.0k -24,012
9 Catalyst Capital Advisors LLC 0.47% of their portfolio San Juan, PR 446,817446.8k $23.1m $23.1m 0.47% Reduced -24.0k -24,012
10 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 361,454361.5k $18.7m $18.7m 0.01% Reduced -4.1k -4,146
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 301,419301.4k $15.6m $15.6m 0.00% Reduced -24.1k -24,061
12 Trajan Wealth LLC 0.76% of their portfolio SCOTTSDALE, AZ 270,637270.6k $14.0m $14.0m 0.76% Reduced -7.0k -6,986
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 247,601247.6k $12.8m $12.8m 0.00% Reduced -36.7k -36,742
14 Waverly Advisors, LLC 0.13% of their portfolio BIRMINGHAM, AL 200,567200.6k $10.4m $10.4m 0.13% Added +3.5k +3,465
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 185,839185.8k $9.6m $9.6m 0.00% Added +39.3k +39,296
16 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 178,058178.1k $9.2m $9.2m 0.03% Reduced -179.2k -179,230
17 SSA SWISS ADVISORS AG 3.89% of their portfolio ZURICH, V8 146,858146.9k $7.6m $7.6m 3.89% First filing
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 133,360133.4k $6.9m $6.9m 0.00% Added +42.4k +42,369
19 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 119,938119.9k $6.2m $6.2m 0.01% Reduced -32.6k -32,569
20 Rice Partnership, LLC 1.03% of their portfolio HONOLULU, HI 96,61296.6k $5.0m $5.0m 1.03% Added +13.0k +13,044
21 PGIM Custom Harvest LLC 0.09% of their portfolio NEWARK, NJ 73,81573.8k $3.8m $3.8m 0.09% Added +6.5k +6,506
22 DRW Securities, LLC 0.30% of their portfolio CHICAGO, IL 68,77068.8k $3.6m $3.6m 0.30% Added +49.6k +49,575
23 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 62,23362.2k $3.2m $3.2m 0.03% Added +475 +475
24 Climber Capital SA 2.16% of their portfolio NYON, V8 60,74660.7k $2.7m $2.7m 2.16% Added +2.9k +2,945
25 TD Waterhouse Canada Inc. 0.02% of their portfolio TORONTO, A6 53,29053.3k $2.8m $2.8m 0.02% Added +4.6k +4,552
26 Pictet North America Advisors SA 0.27% of their portfolio GENEVA 73, V8 52,79752.8k $2.7m $2.7m 0.27% Reduced -149.9k -149,941
27 Compagnie Lombard Odier SCmA 0.03% of their portfolio 1204 GENEVA, V8 46,94446.9k $2.4m $2.4m 0.03% Added +9.9k +9,912
28 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 46,02446.0k $2.4m $2.4m 0.00% New
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 45,55245.6k $2.4m $2.4m 0.00% Reduced -85.0k -85,019
30 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 44,39044.4k $2.3m $2.3m 0.03% Added +9.5k +9,477
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 42,67142.7k $2.2m $2.2m 0.00% Added +4.9k +4,941
32 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 41,10041.1k $2.1m $2.1m 0.01% Unchanged
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,05641.1k $2.1m $2.1m 0.00% Added +21.4k +21,402
34 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 40,77740.8k $2.1m $2.1m 0.01% Added +5.0k +5,010
35 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 37,04137.0k $1.9m $1.9m 0.01% Reduced -953 -953
36 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 36,21136.2k $1.9m $1.9m 0.01% Unchanged
37 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 35,91635.9k $1.9m $1.9m 0.02% Reduced -598 -598
38 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,98934.0k $1.8m $1.8m 0.00% Reduced -152.9k -152,874
39 MONECO ADVISORS, LLC 0.17% of their portfolio FAIRFIELD, CT 31,18031.2k $1.6m $1.6m 0.17% New
40 Idaho Trust Co 0.62% of their portfolio BOISE, ID 29,54829.5k $1.5m $1.5m 0.62% Reduced -1.1k -1,077
41 Proquility Private Wealth Partners, LLC 0.47% of their portfolio LAS VEGAS, NV 29,43529.4k $1.5m $1.5m 0.47% Added +4.8k +4,817
42 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 25,68025.7k $1.3m $1.3m 0.00% Added +3.6k +3,642
43 ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio Chicago, IL 24,86524.9k $1.3m $1.3m 0.01% Added +4.3k +4,315
44 GenTrust, LLC 0.06% of their portfolio MIAMI, FL 24,78124.8k $1.3m $1.3m 0.06% Added +571 +571
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,23424.2k $1.3m $1.3m 0.00% Reduced -39.8k -39,836
46 Ameliora Wealth Management Ltd. 0.46% of their portfolio ZURICH, V8 23,42323.4k $1.2m $1.2m 0.46% Reduced -4.4k -4,405
47 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,93922.9k $1.2m $1.2m 0.01% Added +811 +811
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 22,62222.6k $1.2m $1.2m 0.00% Added +11.2k +11,211
49 INNEALTA CAPITAL, LLC 0.63% of their portfolio AUSTIN, TX 22,28422.3k $1.2m $1.2m 0.63% New
50 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 22,25122.3k $1.2m $1.2m 0.00% Added +1.5k +1,548
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,48120.5k $1.1m $1.1m 0.00% Reduced -204 -204
52 LMCG INVESTMENTS, LLC 0.07% of their portfolio BOSTON, MA 20,15520.2k $1.0m $1.0m 0.07% Reduced -1.9k -1,918
53 LFA - Lugano Financial Advisors SA 0.68% of their portfolio LUGANO, V8 19,24619.2k $996.8k $996.8k 0.68% Added +1.6k +1,632
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,98019.0k $983.4k $983.4k 0.00% Reduced -1.6k -1,592
55 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 18,48318.5k $957.2k $957.2k 0.01% Added +7.3k +7,265
56 BFI Infinity Ltd. 1.02% of their portfolio ZURICH, V8 18,19818.2k $942.5k $942.5k 1.02% Reduced -490 -490
57 EVERGREEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio Bellevue, WA 18,16918.2k $941.0k $941.0k 0.03% Added +1.3k +1,325
58 Daiichi Life Group, Inc. 1.06% of their portfolio TOKYO, M0 18,10018.1k $942.9k $942.9k 1.06% New
59 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% of their portfolio Westlake, OH 17,17617.2k $889.0k $889.0k 0.07% Reduced -5.2k -5,234
60 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 17,02617.0k $881.8k $881.8k 0.00% Added +200 +200
61 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,71315.7k $813.8k $813.8k 0.00% Unchanged
62 Mount Lucas Management LP 0.37% of their portfolio Newtown, PA 15,12515.1k $783.3k $783.3k 0.37% New
63 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,69114.7k $760.8k $760.8k 0.01% Reduced -200 -200
64 Bridgewater Advisors Inc. 0.07% of their portfolio NEW YORK, NY 14,33014.3k $769.1k $769.1k 0.07% Unchanged
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,68813.7k $709.0k $709.0k 0.00% Added +1.3k +1,322
66 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 13,52413.5k $700.4k $700.4k 0.00% Reduced -90.7k -90,724
67 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 12,94912.9k $670.6k $670.6k 0.00% Reduced -4.8k -4,786
68 Marotta Asset Management 0.13% of their portfolio CHARLOTTESVILLE, VA 12,91012.9k $672.6k $672.6k 0.13% Added +858 +858
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,83412.8k $664.6k $664.6k 0.00% Reduced -74.9k -74,895
70 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 12,82512.8k $663.7k $663.7k 0.00% Added +5.6k +5,643
71 FMR LLC 0.00% of their portfolio BOSTON, MA 12,57412.6k $651.2k $651.2k 0.00% Added +1.8k +1,819
72 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 12,40512.4k $642.5k $642.5k 0.00% Unchanged
73 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,75810.8k $557.1k $557.1k 0.00% Reduced -321 -321
74 Keel Point, LLC 0.04% of their portfolio HUNTSVILLE, AL 10,64610.6k $551.4k $551.4k 0.04% Unchanged
75 Sonoma Private Wealth LLC 0.76% of their portfolio San Francisco, CA 10,53510.5k $545.6k $545.6k 0.76% New
76 CX Institutional 0.02% of their portfolio AUBURN, IN 9,3549.4k $484.0k $484.0k 0.02% Reduced -75.1k -75,129
77 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 8,4618.5k $438.2k $438.2k 0.00% Added +79 +79
78 Banque Cantonale Vaudoise 0.02% of their portfolio LAUSANNE, V8 8,1728.2k $423.0k $423.0k 0.02% First filing
79 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,0898.1k $418.9k $418.9k 0.01% Added +75 +75
80 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,0558.1k $417.1k $417.1k 0.00% Reduced -29 -29
81 Global Endowment Management, LP 0.05% of their portfolio CHARLOTTE, NC 8,0008.0k $414.3k $414.3k 0.05% Reduced -8.0k -8,000
82 East Coast Asset Management, LLC. 0.14% of their portfolio ESSEX, MA 7,6267.6k $395.0k $395.0k 0.14% Unchanged
83 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 7,6127.6k $394.2k $394.2k 0.00% Reduced -85.2k -85,238
84 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 7,5127.5k $389.0k $389.0k 0.00% Reduced -150 -150
85 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,3547.4k $380.9k $380.9k 0.00% Added +19 +19
86 Henrickson Nauta Wealth Advisors, Inc. 0.15% of their portfolio BELMONT, MI 7,1787.2k $356.8k $356.8k 0.15% Unchanged
87 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 6,8066.8k $352.5k $352.5k 0.00% Added +713 +713
88 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,6126.6k $342.4k $342.4k 0.00% Unchanged
89 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 5,8645.9k $303.7k $303.7k 0.01% New
90 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 5,7305.7k $296.8k $296.8k 0.00% Reduced -907 -907
91 Banco Santander, S.A. 0.00% of their portfolio Madrid, U3 5,6045.6k $290.2k $290.2k 0.00% New
92 Boltwood Capital Management 0.09% of their portfolio WALNUT CREEK, CA 5,5255.5k $286.1k $286.1k 0.09% Reduced -50 -50
93 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 5,3425.3k $276.7k $276.7k 0.00% Unchanged
94 EXENCIAL WEALTH ADVISORS, LLC 0.01% of their portfolio OKLAHOMA CITY, OK 5,3045.3k $274.7k $274.7k 0.01% Unchanged
95 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,1285.1k $269.1k $269.1k 0.00% Added +493 +493
96 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 4,6534.7k $244.2k $244.2k 0.00% Reduced -1.3k -1,303
97 Astoria Portfolio Advisors LLC. 0.08% of their portfolio NEW YORK, NY 4,5604.6k $238.2k $238.2k 0.08% New
98 J. Safra Sarasin Holding AG 0.00% of their portfolio BASEL, V8 4,4724.5k $234.7k $234.7k 0.00% Unchanged
99 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 4,3324.3k $224.4k $224.4k 0.01% New
100 Nautilus Advisors LLC 0.18% of their portfolio La Jolla, CA 4,3184.3k $223.6k $223.6k 0.18% New