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iShares MSCI United Kingdom ETF

214 hedge funds and large institutions have $1.74B invested in iShares MSCI United Kingdom ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 61

10% more capital invested

Capital invested by funds: $1.58B → $1.74B (+$162M)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 216214 (-2)

4% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $16.5M

4.52% less ownership

Funds ownership: 55.77%51.25% (-4.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
61
Closed
28
Calls
$15.8M
Puts
$16.5M
Net Calls
-$657K
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
RCWMU
26
Rothschild & Co Wealth Management (UK)
United Kingdom
$9.16M +$237K +6,536 +3%
OA
27
Oxbow Advisors
Texas
$8.45M +$35.1K +966 +0.4%
VU
28
Valence8 US
Massachusetts
$7.83M -$275K -7,590 -3%
TW
29
Trajan Wealth
Arizona
$7.6M +$91.1K +2,512 +1%
PCH
30
PGIM Custom Harvest
New Jersey
$6.9M +$105K +2,884 +2%
PFS
31
Prospera Financial Services
Texas
$6.67M +$2.89M +79,619 +81%
OBWG
32
Onyx Bridge Wealth Group
New York
$6.47M +$474K +13,066 +8%
SC
33
Syon Capital
California
$5.99M -$139K -3,824 -2%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.88M -$27.2K -750 -0.5%
Creative Planning
35
Creative Planning
Kansas
$5.24M +$125K +3,450 +3%
PWAC
36
Private Wealth Advisors (California)
California
$4.97M -$251K -6,909 -5%
SG
37
Sharper & Granite
California
$4.91M +$65K +1,792 +1%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$4.87M +$629K +17,341 +15%
LPL Financial
39
LPL Financial
California
$4.85M +$1.29M +35,426 +38%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$4.83M +$4.56M +125,553 +4,687%
APSPRSPT
41
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$4.78M +$4.64M +127,900 New
Osaic Holdings
42
Osaic Holdings
Arizona
$4.47M +$1.97M +54,380 +84%
Fidelity International
43
Fidelity International
Bermuda
$4.42M +$616K +16,982 +17%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$4.35M +$324K +8,922 +8%
PCIG
45
Partners Capital Investment Group
Massachusetts
$4.33M -$1.45M -39,960 -26%
Barclays
46
Barclays
United Kingdom
$4.29M -$6.39M -176,199 -61%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$4.09M +$72.4K +1,996 +2%
SWA
48
Stratos Wealth Advisors
Ohio
$3.95M +$331K +9,135 +9%
GEM
49
Global Endowment Management
North Carolina
$3.74M
LSC
50
Logan Stone Capital
Illinois
$3.46M +$3.35M +92,415 New

EWU Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2024, worth a combined $1.74B — up 10% from $1.58B a quarter earlier.

Fund positioning in EWU was balanced in Q3 2024: 28 funds opened new positions, 28 closed out, 78 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Goldman Sachs, cutting an estimated $48.3M.

  • 214 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2024, down from 216 in Q2 2024.
  • Funds reported $1.74B of iShares MSCI United Kingdom ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 28 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2024 and 28 closed out, a net change of 0 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2024 was BlackRock, an estimated $72.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2024 was Goldman Sachs, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2024.