Vault-13

ISHARES INC EWT

MSCI TAIWAN ETF · ETP · CUSIP 46434G772

207 institutional holders +3 vs Q1 2024
70,600,40370.6m shares reported held*
$3.9bnreported value*
22 new 49 added 71 reduced 20 sold out net bought ≈ $342.7m (+6.3m 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 ($271 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.80. Options: 5 managers hold calls ($8.8m notional), 8 hold puts ($53.9m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 212Q4 22: 207Q1 23: 213Q2 23: 218Q3 23: 208Q4 23: 219Q1 24: 204Q2 24: 207207Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022212
Q4 2022207
Q1 2023213
Q2 2023218
Q3 2023208
Q4 2023219
Q1 2024204
Q2 2024207

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 98 bought or addedQ4 22: 98 cut or sold outQ4 22Q1 23: 100 bought or addedQ1 23: 91 cut or sold outQ2 23: 92 bought or addedQ2 23: 96 cut or sold outQ2 23Q3 23: 84 bought or addedQ3 23: 94 cut or sold outQ4 23: 101 bought or addedQ4 23: 88 cut or sold outQ4 23Q1 24: 97 bought or addedQ1 24: 92 cut or sold outQ2 24: 71 bought or addedQ2 24: 91 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20229898
Q1 202310091
Q2 20239296
Q3 20238494
Q4 202310188
Q1 20249792
Q2 20247191

Calls vs puts

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

CallsPuts
$0$20m$40m$60m$80mQ3 23 calls: $2.0mQ3 23 puts: $7.0mQ3 23P/C 3.56Q4 23 calls: $24.1mQ4 23 puts: $10.0mQ4 23P/C 0.41Q1 24 calls: $29.4mQ1 24 puts: $62.0mQ1 24P/C 2.11Q2 24 calls: $8.8mQ2 24 puts: $53.9mQ2 24P/C 6.10
Numbers
QuarterCallsPutsP/C
Q3 2023$2.0m$7.0m3.56
Q4 2023$24.1m$10.0m0.41
Q1 2024$29.4m$62.0m2.11
Q2 2024$8.8m$53.9m6.10

Biggest buyers

Bank of New York Mellon Corp Added +4,563,810+4.6m
MORGAN STANLEY Added +3,655,035+3.7m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +1,540,615+1.5m
JPMORGAN CHASE & CO Added +1,191,016+1.2m
BlackRock Inc. Added +865,026+865.0k
Provida Pension Fund Administrator Added +655,930+655.9k
BNP PARIBAS FINANCIAL MARKETS Added +481,462+481.5k
CITADEL ADVISORS LLC Added +441,624+441.6k
Temasek Holdings (Private) Ltd Added +381,563+381.6k
State of Tennessee, Department of Treasury Added +377,232+377.2k

Biggest sellers

State of New Jersey Common Pension Fund D Sold out -1,658,794-1.7m
FIL Ltd Sold out -1,039,590-1.0m
HSBC HOLDINGS PLC Reduced -794,442-794.4k
USS Investment Management Ltd Reduced -744,283-744.3k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -721,394-721.4k
JANE STREET GROUP, LLC Reduced -585,074-585.1k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sold out -373,809-373.8k
ARGA Investment Management, LP Sold out -372,311-372.3k
WASATCH ADVISORS LP Reduced -370,000-370.0k
Elo Mutual Pension Insurance Co Reduced -335,800-335.8k

Biggest calls

CITADEL ADVISORS LLC Added $3.1m57.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.6m48.7k shares
PEAK6 Investments LLC New $1.7m30.5k shares
BOOTHBAY FUND MANAGEMENT, LLC New $1.1m20.0k shares
GTS SECURITIES LLC Added $384.7k7.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $22.1m408.5k shares
Balyasny Asset Management L.P. Added $14.6m270.0k shares
CITADEL ADVISORS LLC Added $7.4m136.6k shares
Anson Funds Management LP New $5.0m92.7k shares
PEAK6 Investments LLC New $2.3m43.1k shares
WOLVERINE TRADING, LLC Added $997.1k18.4k shares
CSS LLC/IL Unchanged $812.9k15.0k shares
GTS SECURITIES LLC Added $601.5k11.1k 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 new · filed 2026-10-27 5.7% new 6.3m≈ $680.1m 2026-10-27

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 State of Tennessee, Department of Treasury 3.17% of their portfolio NASHVILLE, TN 15,910,83715.9m $862.2m $862.2m 3.17% Added +377.2k +377,232
2 BlackRock Inc. 0.01% of their portfolio New York, NY 6,366,1166.4m $345.0m $345.0m 0.01% Added +865.0k +865,026
3 Bank of New York Mellon Corp 0.05% of their portfolio NEW YORK, NY 5,008,8385.0m $271.4m $271.4m 0.05% Added +4.6m +4,563,810
4 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,826,2534.8m $261.5m $261.5m 0.02% Added +3.7m +3,655,035
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,000,7924.0m $216.8m $216.8m 0.01% Added +1.2m +1,191,016
6 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 3,183,6913.2m $172.5m $172.5m 0.03% Reduced -126.2k -126,193
7 Temasek Holdings (Private) Ltd 0.58% of their portfolio SINGAPORE, U0 2,319,5612.3m $125.7m $125.7m 0.58% Added +381.6k +381,563
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio BOSTON, MA 2,122,8932.1m $115.0m $115.0m 0.10% Added +1.5m +1,540,615
9 HSBC HOLDINGS PLC 0.07% of their portfolio LONDON, X0 2,008,2692.0m $108.8m $108.8m 0.07% Reduced -794.4k -794,442
10 SUN LIFE FINANCIAL INC 6.32% of their portfolio Toronto, A6 1,949,9501.9m $105.7m $105.7m 6.32% Added +340.7k +340,700
11 Provida Pension Fund Administrator 2.08% of their portfolio LAS CONDES, SANTIAGO, F3 1,523,6961.5m $82.6m $82.6m 2.08% Added +655.9k +655,930
12 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 1,379,9681.4m $74.8m $74.8m 0.08% Reduced -585.1k -585,074
13 Millburn Ridgefield LLC /DE/ 1.47% of their portfolio New York, NY 1,013,9441.0m $54.9m $54.9m 1.47% Reduced -95.1k -95,084
14 Catalyst Capital Advisors LLC 1.27% of their portfolio San Juan, PR 1,013,9441.0m $54.9m $54.9m 1.27% Reduced -95.1k -95,084
15 MEITAV INVESTMENT HOUSE LTD 0.96% of their portfolio BENE-BERAQ, L3 991,670991.7k $53.7m $53.7m 0.96% Unchanged
16 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 962,506962.5k $52.2m $52.2m 0.01% Reduced -54.0k -53,966
17 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 941,663941.7k $51.0m $51.0m 0.01% Unchanged
18 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 823,097823.1k $44.6m $44.6m 0.00% Unchanged
19 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3.49% of their portfolio London, X0 752,254752.3k $40.8m $40.8m 3.49% Reduced -206.0k -206,036
20 Ilmarinen Mutual Pension Insurance Co 0.45% of their portfolio HELSINKI, H9 705,048705.0k $38.2m $38.2m 0.45% Unchanged
21 Richard Bernstein Advisors LLC 0.83% of their portfolio NEW YORK, NY 694,900694.9k $37.7m $37.7m 0.83% Reduced -60.0k -60,000
22 Elo Mutual Pension Insurance Co 0.81% of their portfolio ESPOO, H9 641,500641.5k $34.8m $34.8m 0.81% Reduced -335.8k -335,800
23 Legal & General Group Plc 0.01% of their portfolio London, X0 635,303635.3k $34.4m $34.4m 0.01% Reduced -16.3k -16,263
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 632,017632.0k $32.7m $32.7m 0.01% Reduced -4.1k -4,089
25 COMERICA BANK 0.11% of their portfolio DALLAS, TX 508,237508.2k $27.5m $27.5m 0.11% Added +181.8k +181,830
26 YOUSIF CAPITAL MANAGEMENT, LLC 0.31% of their portfolio BLOOMFIELD HILLS, MI 506,926506.9k $27.5m $27.5m 0.31% Added +182.1k +182,099
27 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 497,323497.3k $26.9m $26.9m 0.03% Added +481.5k +481,462
28 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 459,983460.0k $24.9m $24.9m 0.01% Reduced -6.8k -6,811
29 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 455,846455.8k $24.7m $24.7m 0.02% Added +441.6k +441,624
30 Korea Investment CORP 0.06% of their portfolio SEOUL, M5 429,200429.2k $23.3m $23.3m 0.06% Unchanged
31 FACTORY MUTUAL INSURANCE CO 0.26% of their portfolio WALTHAM, MA 427,152427.2k $23.1m $23.1m 0.26% Unchanged
32 Fullerton Fund Management Co Ltd. 0.99% of their portfolio SINGAPORE, U0 408,653408.7k $22.1m $22.1m 0.99% Added +6.2k +6,175
33 Mirae Asset Global Investments Co., Ltd. 0.10% of their portfolio SEOUL, M5 373,004373.0k $20.1m $20.1m 0.10% Reduced -183.7k -183,710
34 FLOW TRADERS U.S. LLC 0.90% of their portfolio NEW YORK, NY 337,376337.4k $18.3m $18.3m 0.90% New
35 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 321,349321.3k $17.4m $17.4m 0.02% Reduced -145.9k -145,862
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 309,309309.3k $16.8m $16.8m 0.00% Reduced -9.2k -9,174
37 USS Investment Management Ltd 0.13% of their portfolio London, X0 291,938291.9k $15.8m $15.8m 0.13% Reduced -744.3k -744,283
38 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 266,565266.6k $14.4m $14.4m 0.02% Added +9.5k +9,517
39 FMR LLC 0.00% of their portfolio BOSTON, MA 229,151229.2k $12.4m $12.4m 0.00% Added +224.6k +224,595
40 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.13% of their portfolio Madrid, U3 226,640226.6k $12.3m $12.3m 0.13% Added +113.6k +113,634
41 SPINNAKER TRUST 0.69% of their portfolio PORTLAND, ME 199,382199.4k $10.8m $10.8m 0.69% Added +247 +247
42 Cullen Capital Management, LLC 0.12% of their portfolio New York, NY 186,639186.6k $10.1m $10.1m 0.12% Reduced -16.7k -16,692
43 Amundi 0.00% of their portfolio Paris, I0 186,100186.1k $10.3m $10.3m 0.00% Added +2.8k +2,800
44 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 175,889175.9k $9.5m $9.5m 0.01% Reduced -38.7k -38,668
45 PINEBRIDGE INVESTMENTS, L.P. 0.08% of their portfolio NEW YORK, NY 175,654175.7k $9.5m $9.5m 0.08% Reduced -136.8k -136,772
46 New Vernon Capital Holdings II LLC 4.89% of their portfolio Morristown, NJ 167,419167.4k $9.1m $9.1m 4.89% Unchanged
47 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 160,095160.1k $8.7m $8.7m 0.01% Added +118.2k +118,179
48 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 155,756155.8k $8.4m $8.4m 0.02% Reduced -2.7k -2,668
49 Sparta 24 Ltd. 7.42% of their portfolio Tirat Hacarmel, L3 153,944153.9k $8.3m $8.3m 7.42% Unchanged
50 NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio TOKYO, M0 147,000147.0k $8.0m $8.0m 0.03% Added +4.0k +4,000
51 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 142,075142.1k $7.7m $7.7m 0.01% Added +16.6k +16,571
52 BANQUE PICTET & CIE SA 0.07% of their portfolio GENEVA 73, V8 129,940129.9k $7.0m $7.0m 0.07% Added +3.3k +3,300
53 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 126,907126.9k $6.9m $6.9m 0.01% Reduced -721.4k -721,394
54 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 125,140125.1k $6.8m $6.8m 0.00% Added +66.7k +66,743
55 OVERSEA-CHINESE BANKING Corp Ltd 0.18% of their portfolio SINGAPORE, U0 111,765111.8k $6.1m $6.1m 0.18% Unchanged
56 SG Americas Securities, LLC 0.04% of their portfolio NEW YORK, NY 109,257109.3k $5.9m $5.9m 0.04% Added +84.0k +83,976
57 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 107,940107.9k $5.8m $5.8m 0.01% Added +21.4k +21,444
58 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 107,638107.6k $5.8m $5.8m 0.01% Reduced -18.1k -18,061
59 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 102,827102.8k $5.6m $5.6m 0.00% New
60 State of Wyoming 0.91% of their portfolio CHEYENNE, WY 101,940101.9k $5.5m $5.5m 0.91% Added +1.0k +1,040
61 Ninety One UK Ltd 0.01% of their portfolio London, X0 76,96877.0k $4.2m $4.2m 0.01% New
62 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 75,49975.5k $4.1m $4.1m 0.01% Reduced -10.6k -10,621
63 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 72,10072.1k $3.9m $3.9m 0.01% Added +44.0k +44,000
64 Zurich Insurance Group Ltd/FI 0.03% of their portfolio ZURICH, V8 68,69068.7k $3.4m $3.4m 0.03% Unchanged
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 67,40867.4k $3.7m $3.7m 0.00% Added +7.7k +7,689
66 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 66,87266.9k $3.6m $3.6m 0.00% Unchanged
67 WASATCH ADVISORS LP 0.02% of their portfolio SALT LAKE CITY, UT 66,42566.4k $3.6m $3.6m 0.02% Reduced -370.0k -370,000
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 62,32962.3k $3.4m $3.4m 0.00% Added +14.9k +14,923
69 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 62,32562.3k $3.4m $3.4m 0.00% Reduced -53.7k -53,736
70 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 60,00060.0k $3.3m $3.3m 0.01% Reduced -65.4k -65,400
71 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 58,52158.5k $3.2m $3.2m 0.00% Reduced -335.4k -335,389
72 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 54,44354.4k $3.0m $3.0m 0.04% Added +12.7k +12,653
73 Checchi Capital Advisers, LLC 0.23% of their portfolio BEVERLY HILLS, CA 53,74053.7k $2.9m $2.9m 0.23% Added +5.7k +5,696
74 LMCG INVESTMENTS, LLC 0.16% of their portfolio BOSTON, MA 52,16152.2k $2.8m $2.8m 0.16% Reduced -464 -464
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 51,91551.9k $2.8m $2.8m 0.00% Reduced -162.6k -162,559
76 Financiere des Professionnels - Fonds d'investissement inc. 0.21% of their portfolio MONTREAL, A8 50,00050.0k $2.7m $2.7m 0.21% New
77 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 44,88344.9k $2.4m $2.4m 0.00% Reduced -2.1k -2,068
78 TD Waterhouse Canada Inc. 0.02% of their portfolio TORONTO, A6 44,84244.8k $2.4m $2.4m 0.02% Reduced -2.1k -2,075
79 CUMBERLAND ADVISORS INC 0.94% of their portfolio SARASOTA, FL 42,42042.4k $2.3m $2.3m 0.94% Reduced -710 -710
80 Banque Cantonale Vaudoise 0.09% of their portfolio LAUSANNE, V8 42,12042.1k $2.3m $2.3m 0.09% Reduced -402 -402
81 INNEALTA CAPITAL, LLC 0.74% of their portfolio AUSTIN, TX 41,35841.4k $2.2m $2.2m 0.74% Reduced -12 -12
82 Phoenix Financial Ltd. 0.03% of their portfolio Givatayim, L3 35,95036.0k $1.9m $1.9m 0.03% Unchanged
83 BANK OF NOVA SCOTIA 0.00% of their portfolio TORONTO, A6 35,19035.2k $1.9m $1.9m 0.00% Added +4.3k +4,270
84 Pictet North America Advisors SA 0.19% of their portfolio GENEVA 73, V8 32,40932.4k $1.8m $1.8m 0.19% Unchanged
85 GSA CAPITAL PARTNERS LLP 0.12% of their portfolio LONDON, X0 31,24931.2k $1.7m $1.7m 0.12% Reduced -2.6k -2,609
86 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 30,28330.3k $1.6m $1.6m 0.00% Reduced -1.2k -1,189
87 Michelson Medical Research Foundation, Inc. 1.28% of their portfolio Los Angeles, CA 27,43527.4k $1.5m $1.5m 1.28% Unchanged
88 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 25,78025.8k $1.4m $1.4m 0.00% Reduced -163.6k -163,598
89 ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio Chicago, IL 25,73525.7k $1.4m $1.4m 0.02% Reduced -3.1k -3,066
90 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 24,90024.9k $1.3m $1.3m 0.00% Reduced -294.8k -294,800
91 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% of their portfolio Westlake, OH 22,97323.0k $1.2m $1.2m 0.14% Reduced -156 -156
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,85422.9k $1.2m $1.2m 0.00% Reduced -45.6k -45,612
93 MERIDIAN INVESTMENT COUNSEL INC. 0.37% of their portfolio LAFAYETTE, CA 21,48621.5k $1.2m $1.2m 0.37% Unchanged
94 ALTFEST L J & CO INC 0.15% of their portfolio NEW YORK, NY 19,71819.7k $1.1m $1.1m 0.15% Reduced -39.3k -39,268
95 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 17,03817.0k $923.3k $923.3k 0.00% Reduced -5.0k -5,050
96 Caisse de depot et placement du Quebec 0.00% of their portfolio Montreal, A8 16,50016.5k $894.1k $894.1k 0.00% Reduced -3.7k -3,700
97 V-Square Quantitative Management LLC 0.14% of their portfolio CHICAGO, IL 16,45616.5k $887.8k $887.8k 0.14% Added +5.0k +4,956
98 BECKER CAPITAL MANAGEMENT INC 0.03% of their portfolio Portland, OR 16,42216.4k $889.9k $889.9k 0.03% Unchanged
99 GOULD ASSET MANAGEMENT LLC /CA/ 0.21% of their portfolio CLAREMONT, CA 16,40016.4k $888.7k $888.7k 0.21% Unchanged
100 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 16,30016.3k $883.3k $883.3k 0.01% Unchanged