Vault-13

ISHARES INC EWD

MSCI SWEDEN ETF · ETP · CUSIP 464286756

95 institutional holders +11 vs Q4 2024
4,497,0004.5m shares reported held*
$189.5mreported value*
23 new 29 added 17 reduced 11 sold out net bought ≈ $35.2m (+835.7k 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. Holder counts are more reliable. Implied quarter-end price ≈ $42.14. Options: 1 managers hold calls ($1.1m notional), 2 hold puts ($1.1m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 64Q4 22: 76Q1 23: 83Q2 23: 85Q3 23: 75Q4 23: 77Q1 24: 87Q2 24: 80Q3 24: 88Q4 24: 84Q1 25: 9595Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202264
Q4 202276
Q1 202383
Q2 202385
Q3 202375
Q4 202377
Q1 202487
Q2 202480
Q3 202488
Q4 202484
Q1 202595

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 31 bought or addedQ2 23: 37 cut or sold outQ3 23: 29 bought or addedQ3 23: 42 cut or sold outQ3 23Q4 23: 32 bought or addedQ4 23: 37 cut or sold outQ1 24: 42 bought or addedQ1 24: 31 cut or sold outQ1 24Q2 24: 39 bought or addedQ2 24: 47 cut or sold outQ3 24: 41 bought or addedQ3 24: 35 cut or sold outQ3 24Q4 24: 32 bought or addedQ4 24: 43 cut or sold outQ1 25: 52 bought or addedQ1 25: 28 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233137
Q3 20232942
Q4 20233237
Q1 20244231
Q2 20243947
Q3 20244135
Q4 20243243
Q1 20255228

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ2 24 calls: $165.0kQ2 24 puts: $309.9kQ2 24P/C 1.88Q3 24 calls: $26.0kQ3 24 puts: $195.3kQ3 24P/C 7.50Q4 24 calls: $22.4kQ4 24 puts: $724.2kQ4 24P/C 32.33Q1 25 calls: $1.1mQ1 25 puts: $1.1mQ1 25P/C 0.96
Numbers
QuarterCallsPutsP/C
Q2 2024$165.0k$309.9k1.88
Q3 2024$26.0k$195.3k7.50
Q4 2024$22.4k$724.2k32.33
Q1 2025$1.1m$1.1m0.96

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +179,685+179.7k
JANE STREET GROUP, LLC Added +170,892+170.9k
SYON CAPITAL LLC New +105,249+105.2k
Monument Capital Management New +74,816+74.8k
Geneos Wealth Management Inc. Added +67,105+67.1k
HSBC HOLDINGS PLC Added +58,617+58.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +47,777+47.8k
Fortis Group Advisors, LLC New +44,361+44.4k
FLOW TRADERS U.S. LLC Added +39,236+39.2k
ROYAL BANK OF CANADA Added +25,309+25.3k

Biggest sellers

CITADEL ADVISORS LLC Reduced -35,574-35.6k
MORGAN STANLEY Reduced -23,712-23.7k
Quadrature Capital Ltd Sold out -23,657-23.7k
MARSHALL WACE, LLP Sold out -22,548-22.5k
Centiva Capital, LP Sold out -19,200-19.2k
NewEdge Advisors, LLC Reduced -17,095-17.1k
BlackRock, Inc. Reduced -10,347-10.3k
AMERIPRISE FINANCIAL INC Reduced -9,870-9.9k
MILLENNIUM MANAGEMENT LLC Sold out -9,511-9.5k
WELLS FARGO & COMPANY/MN Reduced -6,894-6.9k

Biggest calls

CITADEL ADVISORS LLC Added $1.1m27.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $837.4k19.9k shares
CITADEL ADVISORS LLC Reduced $256.7k6.1k 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 +11.2 pts · filed 2026-10-05 68.2% +11.2 pts 12.9m≈ $646.8m 2026-10-05

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 750,073750.1k $31.6m $31.6m 0.00% Added +179.7k +179,685
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 711,161711.2k $29.9m $29.9m 0.00% Reduced -10.3k -10,347
3 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 284,522284.5k $12.0m $12.0m 0.00% Unchanged
4 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 276,857276.9k $11.6m $11.6m 0.00% Reduced -9.9k -9,870
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 257,806257.8k $10.8m $10.8m 0.00% Reduced -6.9k -6,894
6 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 243,725243.7k $10.3m $10.3m 0.02% Added +170.9k +170,892
7 Marotta Asset Management 1.84% of their portfolio CHARLOTTESVILLE, VA 215,721215.7k $9.4m $9.4m 1.84% Reduced -14 -14
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 154,064154.1k $6.5m $6.5m 0.00% Added +9.7k +9,696
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 133,330133.3k $5.6m $5.6m 0.00% Reduced -23.7k -23,712
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 127,452127.5k $5.4m $5.4m 0.00% Added +19.5k +19,530
11 SYON CAPITAL LLC 0.36% of their portfolio SAN FRANCISCO, CA 105,249105.2k $4.4m $4.4m 0.36% New
12 Monument Capital Management 0.97% of their portfolio ALEXANDRIA, VA 74,81674.8k $3.1m $3.1m 0.97% New
13 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 68,56668.6k $2.9m $2.9m 0.00% Added +58.6k +58,617
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 68,55668.6k $2.9m $2.9m 0.00% Added +15.1k +15,127
15 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 67,15667.2k $2.8m $2.8m 0.04% Added +67.1k +67,105
16 EVERGREEN CAPITAL MANAGEMENT LLC 0.09% of their portfolio Bellevue, WA 65,58465.6k $2.8m $2.8m 0.09% Added +4.2k +4,225
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 64,69564.7k $2.7m $2.7m 0.00% Added +25.3k +25,309
18 FLOW TRADERS U.S. LLC 0.11% of their portfolio NEW YORK, NY 63,70763.7k $2.7m $2.7m 0.11% Added +39.2k +39,236
19 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 56,23656.2k $2.4m $2.4m 0.00% Reduced -4.1k -4,090
20 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 51,40151.4k $2.2m $2.2m 0.00% Reduced -4.9k -4,893
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 47,77747.8k $2.0m $2.0m 0.00% New
22 Fortis Group Advisors, LLC 0.36% of their portfolio WESTWOOD, NJ 44,36144.4k $1.9m $1.9m 0.36% New
23 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 39,39839.4k $1.7m $1.7m 0.00% Added +19.7k +19,665
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,48034.5k $1.5m $1.5m 0.00% Reduced -35.6k -35,574
25 ABC ARBITRAGE SA 0.24% of their portfolio PARIS, I0 30,12030.1k $1.3m $1.3m 0.24% Added +5.0k +4,973
26 INNEALTA CAPITAL, LLC 0.67% of their portfolio AUSTIN, TX 29,34129.3k $1.2m $1.2m 0.67% Added +3.4k +3,403
27 Sepio Capital, LP 0.09% of their portfolio Salt Lake City, UT 27,31127.3k $1.1m $1.1m 0.09% Unchanged
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,99024.0k $1.0m $1.0m 0.00% Reduced -240 -240
29 Obsido Oy 0.81% of their portfolio TAMPERE, H9 22,43622.4k $944.1k $944.1k 0.81% Added +219 +219
30 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.19% of their portfolio Norwell, MA 21,20821.2k $892.4k $892.4k 0.19% Added +792 +792
31 Legacy Capital Group California, Inc. 0.31% of their portfolio LOS GATOS, CA 21,00221.0k $883.8k $883.8k 0.31% Added +792 +792
32 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 20,82020.8k $876.1k $876.1k 0.00% Added +14.3k +14,331
33 ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio Chicago, IL 19,99920.0k $841.5k $841.5k 0.01% Added +13.2k +13,203
34 Mount Lucas Management LP 0.36% of their portfolio Newtown, PA 18,13818.1k $763.2k $763.2k 0.36% New
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,79917.8k $749.0k $749.0k 0.00% New
36 Bridgewater Advisors Inc. 0.07% of their portfolio NEW YORK, NY 17,68517.7k $760.5k $760.5k 0.07% Unchanged
37 Idaho Trust Co 0.29% of their portfolio BOISE, ID 16,87816.9k $710.1k $710.1k 0.29% Added +766 +766
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,76215.8k $663.3k $663.3k 0.00% Added +15.5k +15,487
39 Arrow Investment Advisors, LLC 0.65% of their portfolio LAUREL, MD 14,65814.7k $616.8k $616.8k 0.65% Reduced -4.2k -4,222
40 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 13,85513.9k $583.0k $583.0k 0.00% Reduced -1.8k -1,756
41 Vontobel Holding Ltd. 0.00% of their portfolio ZURICH, V8 13,32013.3k $560.5k $560.5k 0.00% Unchanged
42 J. Goldman & Co LP 0.02% of their portfolio NEW YORK, NY 13,12613.1k $552.3k $552.3k 0.02% New
43 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 12,79112.8k $538.2k $538.2k 0.00% Reduced -274 -274
44 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,47912.5k $525.1k $525.1k 0.01% New
45 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 12,03212.0k $506.3k $506.3k 0.00% New
46 Proquility Private Wealth Partners, LLC 0.15% of their portfolio LAS VEGAS, NV 11,78411.8k $495.9k $495.9k 0.15% Added +1.2k +1,226
47 Elm3 Financial Group, LLC 0.42% of their portfolio ALPHARETTA, GA 11,44211.4k $481.5k $481.5k 0.42% New
48 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 8,0128.0k $337.1k $337.1k 0.00% Unchanged
49 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,6937.7k $323.0k $323.0k 0.00% Added +2.2k +2,169
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,1287.1k $299.9k $299.9k 0.00% New
51 Viewpoint Capital Management LLC 0.13% of their portfolio SEATTLE, WA 5,6795.7k $239.0k $239.0k 0.13% Unchanged
52 LAFFER TENGLER INVESTMENTS, INC. 0.05% of their portfolio Scottsdale, AZ 5,4175.4k $227.9k $227.9k 0.05% Unchanged
53 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,1175.1k $215.3k $215.3k 0.00% New
54 DRW Securities, LLC 0.02% of their portfolio CHICAGO, IL 5,0005.0k $210.4k $210.4k 0.02% Reduced -2.6k -2,624
55 LMCG INVESTMENTS, LLC 0.01% of their portfolio BOSTON, MA 4,9154.9k $206.8k $206.8k 0.01% New
56 Lunt Capital Management, Inc. 0.07% of their portfolio HOLLADAY, UT 4,7604.8k $200.3k $200.3k 0.07% New
57 Glass Jacobson Investment Advisors llc 0.04% of their portfolio OWINGS MILLS, MD 3,2003.2k $119.5k $119.5k 0.04% Unchanged
58 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 2,9002.9k $122.0k $122.0k 0.00% Added +1.3k +1,260
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,5862.6k $108.8k $108.8k 0.00% Added +795 +795
60 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,7951.8k $75.5k $75.5k 0.00% First filing
61 FMR LLC 0.00% of their portfolio BOSTON, MA 1,3971.4k $58.8k $58.8k 0.00% Added +360 +360
62 Versant Capital Management, Inc 0.01% of their portfolio PHOENIX, AZ 1,2001.2k $50.5k $50.5k 0.01% Unchanged
63 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 735735 $30.9k $30.9k 0.00% Added +169 +169
64 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 538538 $22.6k $22.6k 0.00% Added +84 +84
65 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 526526 $22.1k $22.1k 0.00% Unchanged
66 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 460460 $19.4k $19.4k 0.00% Unchanged
67 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 456456 $19.0k $19.0k 0.00% New
68 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 414414 $17.4k $17.4k 0.00% Unchanged
69 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 361361 $15.2k $15.2k 0.00% Unchanged
70 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 263263 $11.1k $11.1k 0.00% Reduced -17.1k -17,095
71 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 232232 $10.0k $10.0k 0.00% Unchanged
72 Hexagon Capital Partners LLC 0.00% of their portfolio ROGERS, AR 220220 $9.3k $9.3k 0.00% New
73 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 200200 $8.4k $8.4k 0.00% Unchanged
74 Breakwater Investment Management 0.00% of their portfolio SEATTLE, WA 169169 $7.1k $7.1k 0.00% Unchanged
75 Copia Wealth Management 0.01% of their portfolio BEND, OR 154154 $6.5k $6.5k 0.01% New
76 Painted Porch Advisors LLC 0.00% of their portfolio SANTA BARBARA, CA 141141 $5.9k $5.9k 0.00% New
77 COMERICA BANK 0.00% of their portfolio DALLAS, TX 119119 $5.0k $5.0k 0.00% Reduced -6 -6
78 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 102102 $4.3k $4.3k 0.00% New
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 7474 $3.0k $3.0k 0.00% Reduced -68 -68
80 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 6363 $2.7k $2.7k 0.00% New
81 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 6060 $2.5k $2.5k 0.00% New
82 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 5858 $2.4k $2.4k 0.00% Unchanged
83 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 5454 $2.3k $2.3k 0.00% Unchanged
84 Laurel Wealth Advisors LLC 0.00% of their portfolio CHARLOTTE, NC 4545 $1.9k $1.9k 0.00% New
85 Evelyn Partners Asset Management Ltd 0.00% of their portfolio London, X0 3131 $1.3k $1.3k 0.00% Unchanged
86 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2929 $1.2k $1.2k 0.00% New
87 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1818 $672 $672 0.00% Unchanged
88 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1414 $589 $589 0.00% Unchanged
89 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 1313 $547 $547 0.00% Added +6 +6
90 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1111 $463 $463 0.00% Added +3 +3
91 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 99 $379 $379 0.00% Unchanged
92 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 99 $379 $379 0.00% Unchanged
93 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 55 $210 $210 0.00% Unchanged
94 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 33 $126 $126 0.00% Reduced -425 -425
95 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged