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ERUS

iShares MSCI Russia ETF

Delisted

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

68 hedge funds and large institutions have $321M invested in iShares MSCI Russia ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

29% more call options, than puts

Call options by funds: $355K | Put options by funds: $276K

12% more capital invested

Capital invested by funds: $288M → $321M (+$33.2M)

8% more funds holding

Funds holding: 6368 (+5)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
22
Reduced
15
Closed
14
Calls
$355K
Puts
$276K
Net Calls
+$79K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$107M +$18.4M +538,284 +21%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$40.5M
JP Morgan Chase
3
JP Morgan Chase
New York
$38.1M +$26.3M +769,557 +230%
Morgan Stanley
4
Morgan Stanley
New York
$16.4M +$5.26M +154,004 +48%
AWE
5
Avidian Wealth Enterprises
Texas
$13.8M +$13.6M +399,776 New
Millennium Management
6
Millennium Management
New York
$13.1M +$3.64M +106,677 +39%
BCI
7
Brinker Capital Investments
Pennsylvania
$8.71M +$444 +13 +0%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$7.83M +$1.54M +45,188 +25%
X
9
Xponance
Pennsylvania
$7.75M -$1.96M -57,284 -20%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.06M
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$5.7M +$5.64M +165,301 New
Bank of America
12
Bank of America
North Carolina
$5.26M +$1.24M +36,221 +31%
UBS Group
13
UBS Group
Switzerland
$5.21M -$983K -28,788 -16%
GH
14
GAM Holding
Switzerland
$4.02M
GI
15
Glovista Investments
New Jersey
$3.83M -$1.15M -33,583 -23%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$3.7M -$44.4K -1,300 -1%
Comerica Bank
17
Comerica Bank
Texas
$3.45M +$3.24M +94,904 New
BPC
18
Banque Pictet & Cie
Switzerland
$3.28M
Jane Street
19
Jane Street
New York
$2.98M +$182K +5,343 +7%
MLIC
20
Mandatum Life Insurance Company
Finland
$2.64M +$113K +3,319 +5%
Prudential Financial
21
Prudential Financial
New Jersey
$2.09M -$63.1K -1,850 -3%
NC
22
NewSquare Capital
Pennsylvania
$1.99M -$37.9K -1,110 -2%
ACA
23
Atlas Capital Advisors
Wyoming
$1.72M +$1.67K +49 +0.1%
EF
24
Empirical Finance
Pennsylvania
$1.62M
RWP
25
RWA Wealth Partners
Massachusetts
$1.34M +$1.33M +38,980 New

ERUS Hedge Fund Activity: Q1 2019 in Review

68 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Russia ETF (ERUS) for Q1 2019, worth a combined $321M — up 12% from $288M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ERUS positions and 14 closed out — a net gain of 6 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.3M. The largest seller was Prudential plc, exiting entirely with an estimated $43.6M sold.

  • 68 institutional investors held iShares MSCI Russia ETF (ERUS) as of Q1 2019, up from 63 in Q4 2018.
  • Funds reported $321M of iShares MSCI Russia ETF stock for Q1 2019, up 12% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Russia ETF positions in Q1 2019 and 14 closed out, a net change of +6 holders.
  • The largest iShares MSCI Russia ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $26.3M added.
  • The largest iShares MSCI Russia ETF seller in Q1 2019 was Prudential plc, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2019.