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ERUS

iShares MSCI Russia ETF

Delisted

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

76 hedge funds and large institutions have $382M invested in iShares MSCI Russia ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $321M → $382M (+$60.8M)

12% more funds holding

Funds holding: 6876 (+8)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
15
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M +$32.5M +886,464 +29%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$46.2M
JP Morgan Chase
3
JP Morgan Chase
New York
$28.1M -$14.5M -395,792 -36%
AWE
4
Avidian Wealth Enterprises
Texas
$16.1M +$381K +10,392 +3%
Morgan Stanley
5
Morgan Stanley
New York
$15.1M -$3.35M -91,425 -19%
BCI
6
Brinker Capital Investments
Pennsylvania
$9.94M
Bank of America
7
Bank of America
North Carolina
$9.92M +$3.65M +99,643 +65%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$9.74M +$754K +20,577 +9%
UBS Group
9
UBS Group
Switzerland
$7.18M +$1.15M +31,402 +21%
X
10
Xponance
Pennsylvania
$6.09M -$2.55M -69,699 -31%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.35M -$2.52M -68,815 -34%
NCM
12
Niemann Capital Management
Nevada
$4.92M +$4.47M +122,093 New
Franklin Resources
13
Franklin Resources
California
$4.63M +$4.31M +117,700 New
GH
14
GAM Holding
Switzerland
$4.59M
GI
15
Glovista Investments
New Jersey
$4.24M -$123K -3,369 -3%
BPC
16
Banque Pictet & Cie
Switzerland
$3.74M
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$3.71M -$479K -13,085 -12%
MLIC
18
Mandatum Life Insurance Company
Finland
$3.17M +$142K +3,876 +5%
BCM
19
Barometer Capital Management
Ontario, Canada
$2.91M +$2.71M +74,000 New
Comerica Bank
20
Comerica Bank
Texas
$2.73M -$938K -25,599 -27%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.39M +$2.09M +57,065 +1,589%
NC
22
NewSquare Capital
Pennsylvania
$2.23M -$38.6K -1,054 -2%
Prudential Financial
23
Prudential Financial
New Jersey
$2.21M -$165K -4,500 -7%
Vanguard Group
24
Vanguard Group
Pennsylvania
$2.02M +$1.88M +51,200 New
ACA
25
Atlas Capital Advisors
Wyoming
$2M +$36K +982 +2%

ERUS Hedge Fund Activity: Q2 2019 in Review

76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Russia ETF (ERUS) for Q2 2019, worth a combined $382M — up 19% from $321M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ERUS positions and 10 closed out — a net gain of 10 holders — while 15 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $32.5M. The largest seller was JP Morgan Chase, cutting an estimated $14.5M.

  • 76 institutional investors held iShares MSCI Russia ETF (ERUS) as of Q2 2019, up from 68 in Q1 2019.
  • Funds reported $382M of iShares MSCI Russia ETF stock for Q2 2019, up 19% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Russia ETF positions in Q2 2019 and 10 closed out, a net change of +10 holders.
  • The largest iShares MSCI Russia ETF buyer in Q2 2019 was BlackRock, an estimated $32.5M added.
  • The largest iShares MSCI Russia ETF seller in Q2 2019 was JP Morgan Chase, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2019.