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iShares MSCI United Kingdom ETF

216 hedge funds and large institutions have $1.58B invested in iShares MSCI United Kingdom ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

5% more capital invested

Capital invested by funds: $1.51B → $1.58B (+$69.1M)

0% more funds holding

Funds holding: 215216 (+1)

2.32% less ownership

Funds ownership: 58.09%55.77% (-2.3%)

15% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 71

29% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $18M

Holders
216
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
37
Increased
60
Reduced
71
Closed
31
Calls
$12.7M
Puts
$18M
Net Calls
-$5.29M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
RCWMU
26
Rothschild & Co Wealth Management (UK)
United Kingdom
$8.31M -$36.9K -1,048 -0.4%
OA
27
Oxbow Advisors
Texas
$7.85M +$99.1K +2,818 +1%
VU
28
Valence8 US
Massachusetts
$7.57M +$105K +2,980 +1%
TW
29
Trajan Wealth
Arizona
$7M -$123K -3,498 -2%
Marshall Wace
30
Marshall Wace
United Kingdom
$6.81M +$6.86M +195,119 New
PCH
31
PGIM Custom Harvest
New Jersey
$6.34M +$712K +20,244 +13%
SC
32
Syon Capital
California
$5.72M +$73.1K +2,079 +1%
OBWG
33
Onyx Bridge Wealth Group
New York
$5.58M +$4.56M +129,525 +426%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.51M -$197K -5,600 -3%
PCIG
35
Partners Capital Investment Group
Massachusetts
$5.43M +$475K +13,508 +10%
PWAC
36
Private Wealth Advisors (California)
California
$4.88M +$1.08M +30,755 +28%
Creative Planning
37
Creative Planning
Kansas
$4.77M +$279K +7,946 +6%
SG
38
Sharper & Granite
California
$4.52M +$251K +7,125 +6%
Jane Street
39
Jane Street
New York
$4.13M -$23.1M -655,995 -85%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$3.94M +$3.97M +112,888 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$3.74M +$97.8K +2,781 +3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$3.74M -$5.83M -165,717 -61%
IC
43
Innealta Capital
Texas
$3.7M +$749K +21,294 +25%
Fidelity International
44
Fidelity International
Bermuda
$3.53M +$630K +17,917 +22%
GEM
45
Global Endowment Management
North Carolina
$3.49M -$809K -23,000 -19%
SG Americas Securities
46
SG Americas Securities
New York
$3.45M -$215K -6,101 -6%
PFS
47
Prospera Financial Services
Texas
$3.44M +$207K +5,898 +6%
Citigroup
48
Citigroup
New York
$3.37M -$574K -16,314 -14%
SWA
49
Stratos Wealth Advisors
Ohio
$3.37M +$88K +2,503 +3%
LPL Financial
50
LPL Financial
California
$3.28M -$4.03M -114,675 -55%

EWU Hedge Fund Activity: Q2 2024 in Review

216 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2024, worth a combined $1.58B — up 4.6% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EWU positions and 31 closed out — a net gain of 6 holders — while 60 added to existing stakes and 71 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $173M. The largest seller was Morningstar Investment Services, cutting an estimated $48.8M.

  • 216 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2024, up from 215 in Q1 2024.
  • Funds reported $1.58B of iShares MSCI United Kingdom ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 37 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2024 and 31 closed out, a net change of +6 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $173M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q2 2024 was Morningstar Investment Services, an estimated $48.8M sold.

Based on aggregated 13F filings for Q2 2024.