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iShares MSCI United Kingdom ETF
EWU

172 hedge funds and large institutions have $1.57B invested in iShares MSCI United Kingdom ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $1.02B → $1.57B (+$552M)

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

7.8% more ownership

Funds ownership: 51.98% → 59.78% (+7.8%)

4% more funds holding

Funds holding: 165 → 172 (+7)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

76% less call options, than puts

Call options by funds: $5.57M | Put options by funds: $23M

Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
40
Increased
55
Reduced
55
Closed
27
Calls
$5.57M
Puts
$23M
Net Calls
-$17.5M
Net Calls Change
+$6.37M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$225M
2
WIM
Windhaven Investment Management
Massachusetts
+$191M
3
BlackRock
BlackRock
New York
+$121M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$61.6M
5
UCFA
United Capital Financial Advisors
Texas
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$50.5M
2
SG Americas Securities
SG Americas Securities
New York
-$24.3M
3
FTUS
Flow Traders U.S.
New York
-$17.3M
4
Ameriprise
Ameriprise
Minnesota
-$11.7M
5
LPL Financial
LPL Financial
California
-$9.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$509K +$202K +6,345 +68%
NG
102
NatWest Group
United Kingdom
$488K -$155K -4,881 -25%
CWP
103
Capital Wealth Planning
Florida
$439K – – –
LTI
104
Laffer Tengler Investments
Tennessee
$436K -$21.2K -667 -5%
MWM
105
Mascoma Wealth Management
New Hampshire
$436K – – –
CL
106
Choreo LLC
Illinois
$416K +$406K +12,774 New
1CP
107
1607 Capital Partners
Virginia
$415K -$12.7K -400 -3%
VanEck Associates
108
VanEck Associates
New York
$397K +$388K +12,208 New
Simplex Trading
109
Simplex Trading
Illinois
$392K -$821K -25,832 -68%
BC
110
Brinker Capital
Pennsylvania
$389K -$2.19K -69 -0.6%
BFM
111
Boothbay Fund Management
New York
$379K +$370K +11,650 New
TFA
112
Transamerica Financial Advisors
Florida
$370K -$1.59K -50 -0.4%
KM
113
Kalos Management
Georgia
$341K -$12.2K -384 -4%
AI
114
Ariel Investments
Illinois
$325K -$215K -6,777 -40%
CPA
115
Clear Perspective Advisors
Illinois
$317K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$314K +$240K +7,548 +360%
WA
117
WealthTrust-Arizona
Arizona
$307K +$299K +9,420 New
RIL
118
Rothschild Investment LLC
Illinois
$297K -$1.59K -50 -0.5%
CS
119
Credit Suisse
Switzerland
$278K +$10.3K +325 +4%
PV
120
Private Vista
Illinois
$275K – – –
Millennium Management
121
Millennium Management
New York
$261K +$255K +8,018 New
CL
122
CSS LLC
Illinois
$252K – – –
FC
123
FCA Corp
Texas
$244K +$238K +7,500 New
V
124
Veritable
Delaware
$235K – – –
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$215K – – –
3 4
5
6 7

EWU Hedge Fund Activity: Q1 2017 in Review

172 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2017, worth a combined $1.57B — up 54% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EWU positions and 27 closed out — a net gain of 13 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $225M. The largest seller was Royal Bank of Canada, cutting an estimated $50.5M.

  • 172 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2017, up from 165 in Q4 2016.
  • Funds reported $1.57B of iShares MSCI United Kingdom ETF stock for Q1 2017, up 54% quarter-over-quarter.
  • 40 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2017 and 27 closed out, a net change of +13 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2017 was Bank of America, an estimated $225M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $50.5M sold.

Based on aggregated 13F filings for Q1 2017.