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ERUS

iShares MSCI Russia ETF

Delisted

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

63 hedge funds and large institutions have $365M invested in iShares MSCI Russia ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

4% less capital invested

Capital invested by funds: $382M → $365M (-$16.8M)

17% less funds holding

Funds holding: 7663 (-13)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
63
Holders Change
-13
Holders Change %
-17.11%
% of All Funds
1.38%
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
17
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$171M +$15.6M +403,358 +10%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$45.7M
JP Morgan Chase
3
JP Morgan Chase
New York
$23.6M -$3.98M -102,921 -15%
Morgan Stanley
4
Morgan Stanley
New York
$18.1M +$3.08M +79,472 +21%
BCI
5
Brinker Capital Investments
Pennsylvania
$9.82M
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.63M
Bank of America
7
Bank of America
North Carolina
$7.17M -$2.63M -67,819 -27%
LPL Financial
8
LPL Financial
California
$7.13M +$7.1M +183,261 New
Franklin Resources
9
Franklin Resources
California
$5.66M +$1.08M +27,861 +24%
UBS Group
10
UBS Group
Switzerland
$5.36M -$1.73M -44,701 -24%
X
11
Xponance
Pennsylvania
$5.23M -$788K -20,349 -13%
Jane Street
12
Jane Street
New York
$4.14M +$2.55M +65,974 +163%
BPC
13
Banque Pictet & Cie
Switzerland
$3.7M
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.57M -$1.72M -44,491 -33%
GH
15
GAM Holding
Switzerland
$3.54M -$995K -25,700 -22%
Comerica Bank
16
Comerica Bank
Texas
$3.24M +$339K +8,755 +13%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$3.2M +$1.51M +39,100 +91%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$3.06M -$602K -15,545 -17%
MLIC
19
Mandatum Life Insurance Company
Finland
$3.05M -$75.4K -1,947 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.29M -$68.8K -1,777 -3%
Prudential Financial
21
Prudential Financial
New Jersey
$2.26M +$77.4K +2,000 +4%
NC
22
NewSquare Capital
Pennsylvania
$2.26M +$54.4K +1,404 +2%
ACA
23
Atlas Capital Advisors
Wyoming
$2.26M +$275K +7,100 +14%
OMC
24
Old Mission Capital
Illinois
$2.18M +$2.17M +55,999 New
CI
25
CX Institutional
Indiana
$2.16M +$2.15M +55,449 New

ERUS Hedge Fund Activity: Q3 2019 in Review

63 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Russia ETF (ERUS) for Q3 2019, worth a combined $365M — down 4.4% from $382M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ERUS and 11 opened new positions — a net loss of 12 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $15.6M. The largest seller was Avidian Wealth Enterprises, exiting entirely with an estimated $16.1M sold.

  • 63 institutional investors held iShares MSCI Russia ETF (ERUS) as of Q3 2019, down from 76 in Q2 2019.
  • Funds reported $365M of iShares MSCI Russia ETF stock for Q3 2019, down 4.4% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Russia ETF positions in Q3 2019 and 23 closed out, a net change of -12 holders.
  • The largest iShares MSCI Russia ETF buyer in Q3 2019 was BlackRock, an estimated $15.6M added.
  • The largest iShares MSCI Russia ETF seller in Q3 2019 was Avidian Wealth Enterprises, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2019.