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iShares MSCI Europe Financials ETF

80 hedge funds and large institutions have $237M invested in iShares MSCI Europe Financials ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

751% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $4.52M

9.16% less ownership

Funds ownership: 55.71%46.55% (-9.2%)

25% less funds holding

Funds holding: 10780 (-27)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

50% less capital invested

Capital invested by funds: $472M → $237M (-$234M)

65% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
80
Holders Change
-27
Holders Change %
-25.23%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
21
Reduced
30
Closed
34
Calls
$38.5M
Puts
$4.52M
Net Calls
+$33.9M
Net Calls Change
-$152M

EUFN Hedge Fund Activity: Q1 2020 in Review

80 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Europe Financials ETF (EUFN) for Q1 2020, worth a combined $237M — down 50% from $472M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of EUFN and 12 opened new positions — a net loss of 22 holders — while 30 trimmed existing stakes and 21 added.

The largest buyer was Morningstar Investment Management, adding an estimated $6.48M. The largest seller was Fisher Asset Management, cutting an estimated $49.9M.

  • 80 institutional investors held iShares MSCI Europe Financials ETF (EUFN) as of Q1 2020, down from 107 in Q4 2019.
  • Funds reported $237M of iShares MSCI Europe Financials ETF stock for Q1 2020, down 50% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Europe Financials ETF positions in Q1 2020 and 34 closed out, a net change of -22 holders.
  • The largest iShares MSCI Europe Financials ETF buyer in Q1 2020 was Morningstar Investment Management, an estimated $6.48M added.
  • The largest iShares MSCI Europe Financials ETF seller in Q1 2020 was Fisher Asset Management, an estimated $49.9M sold.

Based on aggregated 13F filings for Q1 2020.