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iShares MSCI United Kingdom ETF

160 hedge funds and large institutions have $6.52B invested in iShares MSCI United Kingdom ETF in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more capital invested

Capital invested by funds: $1.76B → $6.52B (+$4.75B)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 157160 (+3)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.48% less ownership

Funds ownership: 26.19%23.71% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $6.45M

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
54
Reduced
56
Closed
25
Calls
$2.3M
Puts
$6.45M
Net Calls
-$4.15M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
76
Axa
France
$1.09M
OAM
77
Occidental Asset Management
California
$1.08M +$30K +851 +5%
NG
78
NatWest Group
United Kingdom
$956K
BFEC
79
Benjamin F. Edwards & Company
Missouri
$940K +$1M +28,435 +11,374%
William Blair Investment Management
80
William Blair Investment Management
Illinois
$821K +$884K +25,050 New
JP Morgan Chase
81
JP Morgan Chase
New York
$814K +$681K +19,300 +350%
AI
82
Ariel Investments
Illinois
$793K -$147K -4,156 -15%
PAG
83
Private Advisor Group
New Jersey
$661K +$66.3K +1,879 +10%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$640K +$256K +7,252 +59%
Jane Street
85
Jane Street
New York
$636K -$12.2M -346,743 -95%
PI
86
Putnam Investments
Massachusetts
$633K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$625K -$56.8K -1,608 -8%
IAA
88
Ironsides Asset Advisors
North Carolina
$598K +$132K +3,750 +26%
PI
89
PineBridge Investments
New York
$574K +$618K +17,500 New
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$569K -$54.7K -1,550 -8%
RIL
91
Rothschild Investment LLC
Illinois
$565K -$9.07K -257 -1%
TIA
92
Tiemann Investment Advisors
California
$561K +$118K +3,348 +24%
PA
93
Parkside Advisors
California
$543K -$3.78K -107 -0.6%
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
$505K +$199K +5,642 +59%
CWP
95
Capital Wealth Planning
Florida
$444K
Luther King Capital Management (LKCM)
96
Luther King Capital Management (LKCM)
Texas
$436K +$469K +13,300 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$435K -$12.2K -345 -3%
IFS
98
Ifrah Financial Services
Arkansas
$420K +$7.8K +221 +2%
PTC
99
Private Trust Company
Ohio
$410K -$1.98K -56 -0.4%
M&T Bank
100
M&T Bank
New York
$394K +$51.8K +1,467 +14%

EWU Hedge Fund Activity: Q3 2015 in Review

160 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2015, worth a combined $6.52B — up 270% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EWU positions and 25 closed out — a net gain of 6 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $253M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $449M sold.

  • 160 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2015, up from 157 in Q2 2015.
  • Funds reported $6.52B of iShares MSCI United Kingdom ETF stock for Q3 2015, up 270% quarter-over-quarter.
  • 31 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2015 and 25 closed out, a net change of +6 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2015 was Bank of America, an estimated $253M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2015 was Windhaven Investment Management, an estimated $449M sold.

Based on aggregated 13F filings for Q3 2015.