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ERUS

iShares MSCI Russia ETF

Delisted

ERUS was delisted on the 3rd of March, 2022.

62 hedge funds and large institutions have $354M invested in iShares MSCI Russia ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $279M → $354M (+$75.6M)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 6262 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
17
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$81.1M +$10.8M +346,032 +17%
UBS Group
2
UBS Group
Switzerland
$52.1M +$46.9M +1,509,063 +3,682%
BlackRock
3
BlackRock
New York
$43.8M +$1.55M +50,011 +4%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$27.3M
Citigroup
5
Citigroup
New York
$23M +$424K +13,647 +2%
GI
6
Glovista Investments
New Jersey
$21.8M +$4.1M +131,879 +25%
Morgan Stanley
7
Morgan Stanley
New York
$9.94M -$1.26M -40,672 -12%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.92M +$349K +11,225 +4%
Wells Fargo
9
Wells Fargo
California
$8.43M -$735K -23,670 -9%
BCI
10
Brinker Capital Investments
Pennsylvania
$7.48M
Prudential Financial
11
Prudential Financial
New Jersey
$7.29M +$264K +8,500 +4%
CCMH
12
Cornerstone Capital Management Holdings
New York
$6.06M -$1.53M -49,400 -22%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.38M -$223K -7,171 -4%
EB
14
Eastern Bank
Massachusetts
$5.09M +$80.1K +2,579 +2%
AAMU
15
Amundi Asset Management US
Massachusetts
$4.69M +$4.33M +139,418 New
PL
16
Parkwood LLC
Ohio
$4.36M
GH
17
GAM Holding
Switzerland
$3.8M +$311K +10,000 +10%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$3.53M -$286K -9,200 -8%
BPC
19
Banque Pictet & Cie
Switzerland
$3.19M
MLIC
20
Mandatum Life Insurance Company
Finland
$2.84M +$53.6K +1,725 +2%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.63M -$289K -9,290 -11%
SG Americas Securities
22
SG Americas Securities
New York
$2.47M -$1.51M -48,469 -40%
PAM
23
Panagora Asset Management
Massachusetts
$2.24M +$28.9K +930 +1%
LG
24
Leuthold Group
Minnesota
$1.93M +$1.05M +33,900 +144%
X
25
Xponance
Pennsylvania
$1.6M -$8.38M -269,536 -85%

ERUS Hedge Fund Activity: Q3 2017 in Review

62 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Russia ETF (ERUS) for Q3 2017, worth a combined $354M — up 27% from $279M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ERUS positions and 9 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $46.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $9.1M sold.

  • 62 institutional investors held iShares MSCI Russia ETF (ERUS) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $354M of iShares MSCI Russia ETF stock for Q3 2017, up 27% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Russia ETF positions in Q3 2017 and 9 closed out, a net change of +2 holders.
  • The largest iShares MSCI Russia ETF buyer in Q3 2017 was UBS Group, an estimated $46.9M added.
  • The largest iShares MSCI Russia ETF seller in Q3 2017 was Old Mission Capital, an estimated $9.1M sold.

Based on aggregated 13F filings for Q3 2017.