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iShares MSCI United Kingdom ETF
EWU

156 hedge funds and large institutions have $1.1B invested in iShares MSCI United Kingdom ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

0% more ownership

Funds ownership: 26.79% → 26.8% (+0%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

3% less funds holding

Funds holding: 161 → 156 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

45% less call options, than puts

Call options by funds: $5.76M | Put options by funds: $10.4M

82% less capital invested

Capital invested by funds: $6.07B → $1.1B (-$4.97B)

Holders
156
Holders Change
-5
Holders Change %
-3.11%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
23
Increased
53
Reduced
55
Closed
27
Calls
$5.76M
Puts
$10.4M
Net Calls
-$4.68M
Net Calls Change
-$992K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.5M
2
Ameriprise
Ameriprise
Minnesota
+$30.3M
3
SG Americas Securities
SG Americas Securities
New York
+$13.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.17M
5
State Street
State Street
Massachusetts
+$8.72M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$92.6M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$92M
3
LSCM
Light Street Capital Management
California
-$21.8M
4
PAG
Pinnacle Advisory Group
Maryland
-$18.2M
5
1CP
1607 Capital Partners
Virginia
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$7.21M +$1.06M +35,080 +18%
ZIM
27
Zacks Investment Management
Illinois
$6.96M +$1.61M +52,988 +31%
EIM
28
Emerson Investment Management
Massachusetts
$6.32M +$777K +25,616 +15%
LMIM
29
Lockheed Martin Investment Management
Maryland
$6.26M -$3.08M -101,500 -34%
CI
30
Clal Insurance
Israel
$5.89M +$54K +1,780 +1%
Barclays
31
Barclays
United Kingdom
$5.06M +$481K +15,859 +10%
BHB
32
Bank Hapoalim BM
Israel
$4.7M – – –
LTI
33
Laffer Tengler Investments
Tennessee
$4.61M +$4.46M +147,128 New
BHWM
34
Bar Harbor Wealth Management
New Hampshire
$4.28M -$59.8K -1,974 -1%
ANTB
35
AMG National Trust Bank
Colorado
$4.08M +$403K +13,292 +11%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$4.01M +$1.92M +63,450 +98%
KHLMTHM
37
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.99M +$3.86M +127,331 New
VKH
38
Virtu KCG Holdings
New York
$3.98M +$1.81M +59,704 +89%
AC
39
AFAM Capital
Texas
$3.74M +$3.62M +119,387 New
Nomura Holdings
40
Nomura Holdings
Japan
$3.59M +$3.47M +114,505 New
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$3.45M -$606K -20,000 -15%
BFA
42
BlackRock Fund Advisors
California
$3.38M -$2.02M -66,769 -38%
VSWA
43
Vontobel Swiss Wealth Advisors
Switzerland
$3.2M +$67K +2,209 +2%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$3.18M -$131K -4,315 -4%
MP
45
Manifold Partners
California
$2.77M +$2.68M +88,438 New
AI
46
Ariel Investments
Illinois
$2.69M – – –
SC
47
Scotia Capital
Ontario, Canada
$2.46M -$903K -29,778 -27%
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$2.26M +$171K +5,627 +8%
GEM
49
Global Endowment Management
North Carolina
$2.12M – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.07M +$513K +16,919 +34%
1
2
3 4 5

EWU Hedge Fund Activity: Q1 2016 in Review

156 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2016, worth a combined $1.1B — down 82% from $6.07B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EWU and 23 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was Bank of America, adding an estimated $47.5M. The largest seller was Wells Fargo, cutting an estimated $92.6M.

  • 156 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2016, down from 161 in Q4 2015.
  • Funds reported $1.1B of iShares MSCI United Kingdom ETF stock for Q1 2016, down 82% quarter-over-quarter.
  • 23 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2016 and 27 closed out, a net change of -4 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2016 was Bank of America, an estimated $47.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2016 was Wells Fargo, an estimated $92.6M sold.

Based on aggregated 13F filings for Q1 2016.