ISHARES INC EWD
MSCI SWEDEN ETF · ETP · CUSIP 464286756
85
institutional holders
-10 vs Q1 2025
4.3m
shares reported held*
$196.1mreported value*
9 new
22 added
31 reduced
19 sold out
net sold ≈ $9.1m (-200.0k 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 ≈ $45.74. Options: 1 managers hold calls ($997.1k notional), 2 hold puts ($923.9k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 64 |
| Q4 2022 | 76 |
| Q1 2023 | 83 |
| Q2 2023 | 85 |
| Q3 2023 | 75 |
| Q4 2023 | 77 |
| Q1 2024 | 87 |
| Q2 2024 | 80 |
| Q3 2024 | 88 |
| Q4 2024 | 84 |
| Q1 2025 | 95 |
| Q2 2025 | 85 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 29 | 42 |
| Q4 2023 | 32 | 37 |
| Q1 2024 | 42 | 31 |
| Q2 2024 | 39 | 47 |
| Q3 2024 | 41 | 35 |
| Q4 2024 | 32 | 43 |
| Q1 2025 | 52 | 28 |
| Q2 2025 | 31 | 50 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $26.0k | $195.3k | 7.50 |
| Q4 2024 | $22.4k | $724.2k | 32.33 |
| Q1 2025 | $1.1m | $1.1m | 0.96 |
| Q2 2025 | $997.1k | $923.9k | 0.93 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +425.5k |
| ROYAL BANK OF CANADA | Added | +396.6k |
| CITADEL ADVISORS LLC | Added | +80.7k |
| New Vernon Capital Holdings II LLC | New | +60.0k |
| JANE STREET GROUP, LLC | Added | +57.7k |
| Mutual Advisors, LLC | New | +14.0k |
| SIMON QUICK ADVISORS, LLC | New | +12.0k |
| EVERGREEN CAPITAL MANAGEMENT LLC | Added | +6.9k |
| Cresset Asset Management, LLC | New | +6.4k |
| Henrickson Nauta Wealth Advisors, Inc. | New | +4.8k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Sold out | -276.9k |
| WELLS FARGO & COMPANY/MN | Reduced | -228.4k |
| BlackRock, Inc. | Reduced | -111.0k |
| UBS Group AG | Reduced | -98.6k |
| Monument Capital Management | Sold out | -74.8k |
| FLOW TRADERS U.S. LLC | Sold out | -63.7k |
| JPMORGAN CHASE & CO | Reduced | -63.6k |
| HSBC HOLDINGS PLC | Reduced | -57.5k |
| Fortis Group Advisors, LLC | Sold out | -44.4k |
| Qube Research & Technologies Ltd | Reduced | -33.7k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $997.1k21.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $548.9k12.0k shares |
| CITADEL ADVISORS LLC | Added | $375.1k8.2k 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.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution +11.2 pts · filed 2026-10-05 | 68.2% |
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 728.4k $33.3m | Reduced -21.6k |
| BlackRock, Inc. 0.00% of their portfolio | 600.2k $27.5m | Reduced -111.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 461.3k $21.1m | Added +396.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 430.6k $19.7m | Added +425.5k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 301.5k $13.8m | Added +57.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 287.9k $13.2m | Added +3.4k |
| Marotta Asset Management 1.70% of their portfolio | 185.7k $8.5m | Reduced -30.0k |
| LPL Financial LLC 0.00% of their portfolio | 141.4k $6.5m | Reduced -12.6k |
| MORGAN STANLEY 0.00% of their portfolio | 127.1k $5.8m | Reduced -6.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 115.2k $5.3m | Added +80.7k |
| SYON CAPITAL LLC 0.33% of their portfolio | 107.3k $4.9m | Added +2.0k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 72.4k $3.3m | Added +6.9k |
| HighTower Advisors, LLC 0.00% of their portfolio | 60.8k $2.8m | Added +4.5k |
| New Vernon Capital Holdings II LLC 1.32% of their portfolio | 60.0k $2.7m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 50.3k $2.3m | Reduced -1.1k |
| Geneos Wealth Management Inc. 0.04% of their portfolio | 33.8k $1.5m | Reduced -33.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.4k $1.3m | Reduced -228.4k |
| INNEALTA CAPITAL, LLC 0.70% of their portfolio | 29.1k $1.3m | Reduced -258 |
| UBS Group AG 0.00% of their portfolio | 28.8k $1.3m | Reduced -98.6k |
| Sepio Capital, LP 0.09% of their portfolio | 27.9k $1.3m | Added +625 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 26.0k $1.2m | Reduced -21.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 24.5k $1.1m | Added +486 |
| Obsido Oy 0.78% of their portfolio | 22.5k $1.0m | Added +89 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.20% of their portfolio | 22.2k $1.0m | Added +1.0k |
| Legacy Capital Group California, Inc. 0.28% of their portfolio | 22.0k $1.0m | Added +1.0k |
| Bridgewater Advisors Inc. 0.06% of their portfolio | 17.7k $795.1k | Unchanged |
| ABC ARBITRAGE SA 0.09% of their portfolio | 17.6k $804.2k | Reduced -12.5k |
| Mount Lucas Management LP 0.38% of their portfolio | 17.3k $791.1k | Reduced -843 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 14.4k $658.7k | Added +1.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 14.1k $647.0k | Reduced -1.6k |
| Mutual Advisors, LLC 0.02% of their portfolio | 14.0k $648.8k | New |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 13.3k $610.4k | Reduced -510 |
| Tidal Investments LLC 0.00% of their portfolio | 12.7k $579.2k | Added +630 |
| Idaho Trust Co 0.20% of their portfolio | 12.1k $552.9k | Reduced -4.8k |
| SIMON QUICK ADVISORS, LLC 0.03% of their portfolio | 12.0k $547.7k | New |
| Elm3 Financial Group, LLC 0.44% of their portfolio | 11.7k $534.1k | Added +235 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 11.1k $507.0k | Reduced -57.5k |
| DRW Securities, LLC 0.03% of their portfolio | 9.4k $427.2k | Added +4.4k |
| CITIGROUP INC 0.00% of their portfolio | 9.2k $420.9k | Reduced -11.6k |
| J. Goldman & Co LP 0.01% of their portfolio | 8.8k $400.3k | Reduced -4.4k |
| M&T Bank Corp 0.00% of their portfolio | 8.0k $366.5k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 6.7k $307.0k | Reduced -416 |
| Vontobel Holding Ltd. 0.00% of their portfolio | 6.7k $304.6k | Reduced -6.7k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 6.4k $293.4k | New |
| LAFFER TENGLER INVESTMENTS, INC. 0.05% of their portfolio | 6.2k $281.9k | Added +746 |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 5.7k $261.4k | Reduced -33.7k |
| Viewpoint Capital Management LLC 0.13% of their portfolio | 5.7k $259.8k | Unchanged |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 5.2k $240.1k | Reduced -14.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.9k $226.2k | Reduced -63.6k |
| Henrickson Nauta Wealth Advisors, Inc. 0.08% of their portfolio | 4.8k $219.8k | New |
| Lunt Capital Management, Inc. 0.08% of their portfolio | 4.7k $216.0k | Reduced -37 |
| LMCG INVESTMENTS, LLC 0.01% of their portfolio | 4.7k $215.7k | Reduced -199 |
| TIEMANN INVESTMENT ADVISORS, LLC 0.09% of their portfolio | 4.7k $212.7k | New |
| Glass Jacobson Investment Advisors llc 0.06% of their portfolio | 3.2k $146.4k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 2.9k $132.6k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 2.7k $121.7k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.9k $84.8k | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.8k $82.1k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.4k $65.0k | Reduced -1.2k |
| Versant Capital Management, Inc 0.01% of their portfolio | 1.2k $54.9k | Unchanged |
| FMR LLC 0.00% of their portfolio | 932 $42.6k | Reduced -465 |
| Wilmington Savings Fund Society, FSB 0.00% of their portfolio | 717 $32.8k | Reduced -18 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 655 $30.1k | Added +423 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 558 $25.5k | Added +20 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 526 $24.1k | Unchanged |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 460 $21.0k | Unchanged |
| NBT BANK, N.A. 0.00% of their portfolio | 414 $18.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 414 $18.9k | Added +411 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 361 $16.5k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 263 $12.0k | Unchanged |
| AMERIFLEX GROUP, INC. 0.00% of their portfolio | 200 $9.1k | Unchanged |
| Breakwater Investment Management 0.00% of their portfolio | 169 $7.7k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 114 $5.2k | Reduced -5 |
| CWM, LLC 0.00% of their portfolio | 74 $3.0k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 54 $2.5k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 54 $2.5k | Reduced -4 |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio | 33 $1.5k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 29 $1.3k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 24 $1.1k | Added +6 |
| Blue Trust, Inc. 0.00% of their portfolio | 11 $503 | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 9 $412 | Unchanged |
| TORONTO DOMINION BANK 0.00% of their portfolio | 9 $412 | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 5 $229 | Unchanged |
| OGOREK ANTHONY JOSEPH /NY/ /ADV 0.00% of their portfolio | 0 $0 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |