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iShares MSCI Europe Financials ETF
EUFN

51 hedge funds and large institutions have $143M invested in iShares MSCI Europe Financials ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

9% less capital invested

Capital invested by funds: $156M → $143M (-$13.8M)

12% less funds holding

Funds holding: 58 → 51 (-7)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $604K

Holders
51
Holders Change
-7
Holders Change %
-12.07%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
20
Reduced
15
Closed
14
Calls
–
Puts
$604K
Net Calls
-$604K
Net Calls Change
-$32K

Top Buyers

1
HI
Horizon Investments
North Carolina
+$18.4M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$13.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.83M
4
AssetMark Inc
AssetMark Inc
California
+$5.17M
5
Jane Street
Jane Street
New York
+$4.28M

Top Sellers

1
BC
Brinker Capital
Pennsylvania
-$32.6M
2
SG Americas Securities
SG Americas Securities
New York
-$10.2M
3
GAG
GM Advisory Group
New York
-$7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.42M
5
Bank of America
Bank of America
North Carolina
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$1K – – –
GAG
52
GM Advisory Group
New York
– -$7M -283,615 Closed
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
– -$2.42M -98,081 Closed
GCA
54
Greenwood Capital Associates
South Carolina
– -$1.09M -44,393 Closed
ACM
55
Aviance Capital Management
Florida
– -$1.07M -43,227 Closed
RJA
56
Raymond James & Associates
Florida
– -$537K -21,750 Closed
WI
57
WBI Investments
New Jersey
– -$484K -19,614 Closed
BAAM
58
Baker Avenue Asset Management
California
– -$297K -12,050 Closed
SC
59
Scotia Capital
Ontario, Canada
– -$215K -8,700 Closed
S
60
SignatureFD
Georgia
– -$192K -7,800 Closed
PAS
61
Partnervest Advisory Services
California
– -$137K -5,552 Closed
CDIA
62
Capital Directions Investment Advisors
Georgia
– -$58K -2,362 Closed
BRWA
63
B. Riley Wealth Advisors
Florida
– -$57.4K -2,326 Closed
TRCT
64
Tower Research Capital (TRC)
New York
– -$25K -1,026 Closed
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
– -$13K -523 Closed
1 2
3

EUFN Hedge Fund Activity: Q3 2014 in Review

51 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Europe Financials ETF (EUFN) for Q3 2014, worth a combined $143M — down 8.8% from $156M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EUFN and 8 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 20 added.

The largest buyer was Horizon Investments, opening a new position worth an estimated $18.4M. The largest seller was Brinker Capital, cutting an estimated $32.6M.

  • 51 institutional investors held iShares MSCI Europe Financials ETF (EUFN) as of Q3 2014, down from 58 in Q2 2014.
  • Funds reported $143M of iShares MSCI Europe Financials ETF stock for Q3 2014, down 8.8% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Europe Financials ETF positions in Q3 2014 and 14 closed out, a net change of -6 holders.
  • The largest iShares MSCI Europe Financials ETF buyer in Q3 2014 was Horizon Investments, an estimated $18.4M added.
  • The largest iShares MSCI Europe Financials ETF seller in Q3 2014 was Brinker Capital, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2014.