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iShares MSCI United Kingdom ETF

232 hedge funds and large institutions have $1.5B invested in iShares MSCI United Kingdom ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $1.42B → $1.5B (+$73.3M)

5% more funds holding

Funds holding: 221232 (+11)

1.44% more ownership

Funds ownership: 53.86%55.31% (+1.4%)

24% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 86

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

60% less call options, than puts

Call options by funds: $8.3M | Put options by funds: $21M

Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
38
Increased
65
Reduced
86
Closed
24
Calls
$8.3M
Puts
$21M
Net Calls
-$12.7M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$9.63M -$2.32M -72,641 -20%
ICG
27
InterOcean Capital Group
Tennessee
$9.54M -$973K -30,503 -10%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$9.52M -$543K -17,021 -6%
SLF
29
Sun Life Financial
Ontario, Canada
$9.07M -$24.9K -780 -0.3%
CW
30
Connectus Wealth
Ohio
$9M -$175K -5,488 -2%
OBWG
31
Onyx Bridge Wealth Group
New York
$8.52M +$808K +25,327 +11%
RG
32
Rathbones Group
United Kingdom
$7.74M -$371K -11,623 -5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$7.48M -$238K -7,460 -3%
SAS
34
Sage Advisory Services
Texas
$7.39M +$59.3K +1,858 +0.8%
VU
35
Valence8 US
Massachusetts
$6.92M +$401K +12,558 +6%
VM
36
VPR Management
Texas
$6.33M
IC
37
Innealta Capital
Texas
$6.04M +$3.05M +95,624 +110%
PCIG
38
Partners Capital Investment Group
Massachusetts
$5.72M +$1.34M +42,156 +32%
MML Investors Services
39
MML Investors Services
Massachusetts
$5.63M -$1.5M -47,002 -22%
RCWMU
40
Rothschild & Co Wealth Management (UK)
United Kingdom
$5.53M -$1.04M -32,512 -16%
Comerica Bank
41
Comerica Bank
Texas
$5.44M +$24.6K +772 +0.5%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.14M +$356K +11,150 +8%
PCH
43
PGIM Custom Harvest
New Jersey
$5.11M +$391K +12,262 +9%
Fidelity International
44
Fidelity International
Bermuda
$4.38M -$1.27M -39,911 -23%
Optiver Holding
45
Optiver Holding
Netherlands
$4.23M +$4.08M +127,845 New
GEM
46
Global Endowment Management
North Carolina
$4.07M
Creative Planning
47
Creative Planning
Kansas
$4.03M +$275K +8,619 +8%
SG
48
Sharper & Granite
California
$3.94M +$241K +7,550 +7%
Barclays
49
Barclays
United Kingdom
$3.93M +$1.43M +44,984 +61%
Corient Private Wealth
50
Corient Private Wealth
Florida
$3.31M -$4.4K -138 -0.1%

EWU Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2023, worth a combined $1.5B — up 5.2% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EWU positions and 24 closed out — a net gain of 14 holders — while 65 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.3M. The largest seller was Jane Street, cutting an estimated $54.1M.

  • 232 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2023, up from 221 in Q3 2023.
  • Funds reported $1.5B of iShares MSCI United Kingdom ETF stock for Q4 2023, up 5.2% quarter-over-quarter.
  • 38 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2023 and 24 closed out, a net change of +14 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2023 was Morgan Stanley, an estimated $53.3M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2023 was Jane Street, an estimated $54.1M sold.

Based on aggregated 13F filings for Q4 2023.