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ERUS

iShares MSCI Russia ETF

Delisted

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

65 hedge funds and large institutions have $250M invested in iShares MSCI Russia ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

17% less funds holding

Funds holding: 7865 (-13)

48% less capital invested

Capital invested by funds: $484M → $250M (-$234M)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

Holders
65
Holders Change
-13
Holders Change %
-16.67%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
18
Reduced
21
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$65.8M +$338K +10,105 +0.5%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$30.5M -$1.17M -34,900 -4%
UBS Group
3
UBS Group
Switzerland
$16.6M -$42M -1,253,288 -72%
Citigroup
4
Citigroup
New York
$13.8M -$16.7M -497,630 -55%
Bank of America
5
Bank of America
North Carolina
$13.3M -$36.8M -1,098,662 -74%
JP Morgan Chase
6
JP Morgan Chase
New York
$11.8M -$4.76M -142,293 -29%
GI
7
Glovista Investments
New Jersey
$9.87M -$5.87M -175,481 -38%
BCI
8
Brinker Capital Investments
Pennsylvania
$8.54M +$1M +30,000 +13%
Prudential Financial
9
Prudential Financial
New Jersey
$8.21M -$1.47M -43,900 -15%
X
10
Xponance
Pennsylvania
$7.37M +$3.9M +116,640 +115%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.99M +$64.7K +1,933 +1%
Morgan Stanley
12
Morgan Stanley
New York
$5.21M -$2.32M -69,250 -31%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.03M +$878K +26,239 +21%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$4.69M +$1.01M +30,210 +28%
PL
15
Parkwood LLC
Ohio
$4.39M
GH
16
GAM Holding
Switzerland
$3.94M
Millennium Management
17
Millennium Management
New York
$3.54M +$3.5M +104,540 New
HSBC Holdings
18
HSBC Holdings
United Kingdom
$3.28M +$335K +10,000 +11%
BPC
19
Banque Pictet & Cie
Switzerland
$3.21M
MLIC
20
Mandatum Life Insurance Company
Finland
$2.57M -$129K -3,857 -5%
GI
21
Gradient Investments
Minnesota
$2.34M +$339K +10,139 +17%
ACA
22
Atlas Capital Advisors
Wyoming
$2.17M -$160K -4,793 -7%
NIPH
23
NN Investment Partners Holdings
Netherlands
$2.12M +$1.11M +33,238 +113%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.01M +$1.67M +49,965 +531%
PAM
25
Panagora Asset Management
Massachusetts
$1.93M

ERUS Hedge Fund Activity: Q2 2018 in Review

65 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Russia ETF (ERUS) for Q2 2018, worth a combined $250M — down 48% from $484M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ERUS and 9 opened new positions — a net loss of 13 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Xponance, adding an estimated $3.9M. The largest seller was Credit Suisse, exiting entirely with an estimated $60M sold.

  • 65 institutional investors held iShares MSCI Russia ETF (ERUS) as of Q2 2018, down from 78 in Q1 2018.
  • Funds reported $250M of iShares MSCI Russia ETF stock for Q2 2018, down 48% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Russia ETF positions in Q2 2018 and 22 closed out, a net change of -13 holders.
  • The largest iShares MSCI Russia ETF buyer in Q2 2018 was Xponance, an estimated $3.9M added.
  • The largest iShares MSCI Russia ETF seller in Q2 2018 was Credit Suisse, an estimated $60M sold.

Based on aggregated 13F filings for Q2 2018.