SecurityENZL / iShares MSCI New Zealand Capped ETF (464289123)
Institutional Owners53
Institutional Shares1,472,543
Institutional Value$ 69,895,000 USD

Institutional Stock Ownership and Shareholders

iShares MSCI New Zealand Capped ETF (NASDAQ:ENZL) has 53 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,472,543 shares. Largest shareholders include Morgan Stanley, CIBC Asset Management Inc, UBS Group AG, Afam Capital, Inc., AMG National Trust Bank, Raymond James & Associates, Wells Fargo & Company/mn, LPL Financial LLC, Weatherly Asset Management L. P., and Envestnet Asset Management Inc.

iShares MSCI New Zealand Capped ETF (NASDAQ:ENZL) ownership summary shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File DateFormInvestor Opt Prev Shares Current Shares Change
(Percent)
Prev Value (x$1000) Current Value (x$1000) Change
(Percent)
2018-01-24 13F-HR IFP Advisors, Inc 3,864 2,662 -31.11 182 126 -30.77
2018-02-12 13F-HR AMERIPRISE FINANCIAL INC 15,170 0 -100.00 715 0 -100.00
2017-10-12 13F-HR Gemmer Asset Management LLC 477 0 -100.00 22 0 -100.00
2018-02-14 13F-HR MORGAN STANLEY 338,936 239,520 -29.33 15,971 11,370 -28.81
2018-02-09 13F-HR Vestpro Financial Partners, Inc. Dba Cpf Texas 10,906 525
2018-02-15 13F-HR JANE STREET GROUP, LLC 35,644 35,692 0.13 1,680 1,694 0.83
2018-02-13 13F-HR JP Morgan Chase & Co 1,761 1,558 -11.53 83 74 -10.84
2018-02-09 13F-HR AFAM CAPITAL, INC. 105,517 128,890 22.15 4,972 6,118 23.05
2018-02-14 13F-HR UBS Group AG 163,583 128,959 -21.17 7,708 6,122 -20.58
2018-02-14 13F-HR Advisor Group, Inc. 1,844 1,799 -2.44 87 85 -2.30
2018-01-24 13F-HR SG Americas Securities, LLC 27,133 39,522 45.66 1,277 1,876 46.91
2018-02-14 13F-HR RAYMOND JAMES & ASSOCIATES 118,763 94,673 -20.28 5,596 4,494 -19.69
2018-02-07 13F-HR Biondo Investment Advisors, LLC 55,800 5,340 -90.43 2,629 253 -90.38
2018-01-09 13F-HR Oak Point Wealth Management 5,486 257
2018-01-17 13F-HR DAVENPORT & Co LLC 10,070 0 -100.00 474,498 0 -100.00
2017-11-14 13F-HR/A-1 OLD MISSION CAPITAL LLC 5,856 0 -100.00 271 0 -100.00
2017-11-17 13F-HR/A-1 Virtu Financial LLC 7,426 350
2018-01-25 13F-HR FTB Advisors, Inc. 218 0 -100.00 10 0 -100.00
2018-02-02 13F-HR CIBC Asset Management Inc 145,389 175,444 20.67 6,851 8,328 21.56
2018-02-14 13F-HR LPL Financial LLC 61,335 61,016 -0.52 2,890 2,896 0.21
2018-02-02 13F-HR Karp Capital Management Corp 42,571 0 -100.00 2,006 0 -100.00
2018-02-09 13F-HR Transamerica Financial Advisors, Inc. 8,280 38 -99.54 391 2 -99.49
2017-11-13 13F-HR FMR LLC / Fidelity 72,300 0 -100.00 3,345 0 -100.00
2018-02-14 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 2,475 2,466 -0.36 117 117 0.00
2018-02-06 13F-HR FIS GROUP, INC. 44,422 0 -100.00 2,090 0 -100.00
2017-11-13 13F-HR Goss Wealth Management LLC 6 0 -100.00 274 0 -100.00
2017-11-08 13F-HR D.A. DAVIDSON & CO. 1,465 0 -100.00 67 0 -100.00
2018-02-20 13F-HR ENVESTNET ASSET MANAGEMENT INC 42,612 42,124 -1.15 2,008 2,000 -0.40
2018-02-08 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 5 21 320.00 0 1
2018-02-14 13F-HR BOKF, NA 500 0 -100.00 24 0 -100.00
2018-01-19 13F-HR Steward Partners Investment Advisory, Llc 700 1,000 42.86 32 47 46.88
2018-01-16 13F-HR NEXT Financial Group, Inc 1,000 0 -100.00 48 0 -100.00
2017-10-17 13F-HR Creative Planning 507 0 -100.00 23 0 -100.00
2018-02-14 13F-HR STIFEL FINANCIAL CORP 8,151 5,148 -36.84 384 242 -36.98
2018-01-26 13F-HR Legacy Advisors, Llc 20 0
2018-02-09 13F-HR Gateway Advisory, LLC 5,352 0 -100.00 252 0 -100.00
2018-02-14 13F-HR TIEDEMANN WEALTH MANAGEMENT, LLC 11,275 535
2018-02-14 13F-HR FIFTH THIRD BANCORP 290 290 0.00 14 14 0.00
2018-01-16 13F-HR PRIVATE TRUST CO NA 12,907 12,973 0.51 608 615 1.15
2018-02-08 13F-HR First Allied Advisory Services, Inc. 1,885 89
2018-02-14 13F-HR BANK OF AMERICA CORP /DE/ 22,836 4,264 -81.33 1,076 202 -81.23
2018-02-16 13F-HR/A-1 Commonwealth Equity Services, Inc 9,654 0 -100.00 447 0 -100.00
2018-01-16 13F-HR SPC Financial, Inc. 6,600 6,600 0.00 311 313 0.64
2018-02-09 13F-HR Tower Research Capital LLC (TRC) 330 273 -17.27 16 13 -18.75
2018-02-01 13F-HR Tradewinds Capital Management, LLC 250 250 0.00 12 12 0.00
2018-02-13 13F-HR Axa 36,200 36,200 0.00 1,706 1,718 0.70
2018-02-08 13F-HR AMG National Trust Bank 109,855 110,528 0.61 5,176 5,247 1.37
2018-02-14 13F-HR GOLDMAN SACHS GROUP INC 23,166 12,057 -47.95 1,092 572 -47.62
2018-02-09 13F-HR Raymond James Financial Services Advisors, Inc. 6,581 0 -100.00 310 0 -100.00
2018-02-02 13F-HR Ballentine Partners, LLC 8,100 8,100 0.00 382 385 0.79
2018-01-31 13F-HR Resources Investment Advisors, Inc. 936 940 0.43 44 45 2.27
2018-01-29 13F-HR/A-1 BAILARD, INC. 6,320 0 -100.00 272 0 -100.00
2018-01-30 13F-HR WEATHERLY ASSET MANAGEMENT L. P. 44,802 47,613 6.27 2,111 2,260 7.06
2018-02-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-02-13 13F-HR Crabel Capital Management, Llc 5,449 259
2018-02-08 13F-HR WELLS FARGO & COMPANY/MN 143,075 69,508 -51.42 6,742 3,299 -51.07
2018-02-09 13F-HR CITADEL ADVISORS LLC 9,061 31,714 250.01 427 1,505 252.46
2018-02-14 13F-HR WOLVERINE TRADING, LLC 0 4,362 0 207
2018-01-30 13F-HR Water Oak Advisors LLC 5,122 5,377 4.98 241 255 5.81
2018-02-16 13F-HR WEALTHSOURCE PARTNERS, LLC 5,851 7,076 20.94 276 336 21.74
2017-11-14 13F-HR MML INVESTORS SERVICES, LLC 39,511 0 -100.00 1,828 0 -100.00
2018-02-09 13F-HR Stratos Wealth Partners, LTD. 0 112 0 5
2018-02-12 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 63 63 0.00 3 3 0.00
2018-01-23 13F-HR JAMES INVESTMENT RESEARCH INC 1,200 1,200 0.00 57 57 0.00
2018-01-29 13F-HR NewSquare Capital LLC 43,621 0 -100.00 2,012 0 -100.00
2018-02-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,502 31,393 382.82 306 1,490 386.93
2018-02-12 13F-HR CITIGROUP INC 2,121 2,121 0.00 100 101 1.00
2018-01-20 13F-HR Shamrock Asset Management LLC 438 438 0.00 21 21 0.00
2018-02-14 13F-HR ROYAL BANK OF CANADA 53,942 11,823 -78.08 2,542 561 -77.93
2018-02-08 13F-HR TORONTO DOMINION BANK 40,000 40,000 0.00 1,883 1,899 0.85
2017-09-14 13F-HR/A-1 ASSETMARK, INC 20 1
2018-01-03 13F-HR Hefty Wealth Partners 18,928 899

CUSIP: 464289123