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iShares MSCI Europe Financials ETF
EUFN

58 hedge funds and large institutions have $156M invested in iShares MSCI Europe Financials ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

21% more funds holding

Funds holding: 48 → 58 (+10)

8% more capital invested

Capital invested by funds: $145M → $156M (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $572K

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
27
Reduced
9
Closed
5
Calls
–
Puts
$572K
Net Calls
-$572K
Net Calls Change
+$229K

Top Buyers

1
Jane Street
Jane Street
New York
+$4.42M
2
BFG
Bouchey Financial Group
New York
+$2.95M
3
SG Americas Securities
SG Americas Securities
New York
+$2.94M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.77M
5
U
UBS
Switzerland
+$2.21M

Top Sellers

1
BAAM
Baker Avenue Asset Management
California
-$5.49M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.57M
3
ST
Spinnaker Trust
Maine
-$1.4M
4
BCM
Beck Capital Management
Texas
-$1.4M
5
MWM
Merriman Wealth Management
Washington
-$819K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Endurance Wealth Management
Rhode Island
$1.23M +$1.28M +50,040 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.19M +$91.5K +3,565 +8%
GCA
28
Greenwood Capital Associates
South Carolina
$1.09M -$2.8K -109 -0.2%
ACM
29
Aviance Capital Management
Florida
$1.07M +$638K +24,836 +135%
BHB
30
Bank Hapoalim BM
Israel
$1.04M +$375K +14,590 +53%
AHC
31
Anderson Hoagland & Co
Missouri
$878K +$305K +11,885 +50%
CS
32
Cannell & Spears
New York
$862K +$898K +34,961 New
LPL Financial
33
LPL Financial
California
$658K -$793K -30,872 -54%
Deutsche Bank
34
Deutsche Bank
Germany
$647K – – –
PI
35
Placemark Investments
Illinois
$605K +$135K +5,250 +27%
RJA
36
Raymond James & Associates
Florida
$537K +$266K +10,367 +91%
WI
37
WBI Investments
New Jersey
$484K -$38.7K -1,507 -7%
Wells Fargo
38
Wells Fargo
California
$443K +$64.3K +2,504 +16%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$426K +$363K +14,137 +451%
SAM
40
Symphony Asset Management
California
$382K +$398K +15,500 New
BAAM
41
Baker Avenue Asset Management
California
$297K -$5.49M -213,994 -95%
BPC
42
Banque Pictet & Cie
Switzerland
$247K +$257K +10,000 New
HSBC Holdings
43
HSBC Holdings
United Kingdom
$218K – – –
SC
44
Scotia Capital
Ontario, Canada
$215K +$223K +8,700 New
S
45
SignatureFD
Georgia
$192K +$200K +7,800 New
PAS
46
Partnervest Advisory Services
California
$137K -$60K -2,336 -30%
Creative Planning
47
Creative Planning
Kansas
$65K – – –
Ameriprise
48
Ameriprise
Minnesota
$62K +$45.6K +1,775 +236%
CDIA
49
Capital Directions Investment Advisors
Georgia
$58K +$60.6K +2,362 New
BRWA
50
B. Riley Wealth Advisors
Florida
$57.4K +$59.7K +2,326 New
1
2
3

EUFN Hedge Fund Activity: Q2 2014 in Review

58 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Europe Financials ETF (EUFN) for Q2 2014, worth a combined $156M — up 7.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EUFN positions and 5 closed out — a net gain of 10 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.42M. The largest seller was Baker Avenue Asset Management, cutting an estimated $5.49M.

  • 58 institutional investors held iShares MSCI Europe Financials ETF (EUFN) as of Q2 2014, up from 48 in Q1 2014.
  • Funds reported $156M of iShares MSCI Europe Financials ETF stock for Q2 2014, up 7.8% quarter-over-quarter.
  • 15 funds opened new iShares MSCI Europe Financials ETF positions in Q2 2014 and 5 closed out, a net change of +10 holders.
  • The largest iShares MSCI Europe Financials ETF buyer in Q2 2014 was Jane Street, an estimated $4.42M added.
  • The largest iShares MSCI Europe Financials ETF seller in Q2 2014 was Baker Avenue Asset Management, an estimated $5.49M sold.

Based on aggregated 13F filings for Q2 2014.