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iShares MSCI United Kingdom ETF

174 hedge funds and large institutions have $1.85B invested in iShares MSCI United Kingdom ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

5% more funds holding

Funds holding: 165174 (+9)

5.12% more ownership

Funds ownership: 66.8%71.92% (+5.1%)

3% more capital invested

Capital invested by funds: $1.8B → $1.85B (+$48.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

84% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $10.9M

Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
30
Increased
60
Reduced
52
Closed
20
Calls
$1.74M
Puts
$10.9M
Net Calls
-$9.13M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
101
Choreo LLC
Illinois
$507K +$24.7K +707 +5%
CWP
102
Capital Wealth Planning
Florida
$484K
FWM
103
Focused Wealth Management
New York
$481K -$4.29M -122,819 -90%
JG
104
Jefferies Group
New York
$477K +$465K +13,316 New
B
105
Bellecapital
Switzerland
$430K
AG
106
Advisor Group
Arizona
$425K +$839 +24 +0.2%
VF
107
Virtu Financial
New York
$410K -$258K -7,391 -39%
BC
108
Brinker Capital
Pennsylvania
$409K +$6.68K +191 +2%
KM
109
Kalos Management
Georgia
$394K +$10.1K +290 +3%
CPA
110
Clear Perspective Advisors
Illinois
$349K
NA
111
NewEdge Advisors
Louisiana
$326K -$145K -4,157 -32%
Cerity Partners
112
Cerity Partners
New York
$319K +$25.6K +732 +9%
Barclays
113
Barclays
United Kingdom
$318K -$558K -15,977 -64%
NG
114
NatWest Group
United Kingdom
$305K -$227K -6,500 -43%
AWA
115
Arete Wealth Advisors
Illinois
$303K +$296K +8,462 New
PV
116
Private Vista
Illinois
$297K
MWP
117
MYCIO Wealth Partners
Pennsylvania
$295K +$5.28K +151 +2%
CCM
118
Crabel Capital Management
California
$284K +$278K +7,940 New
TAMH
119
Taikang Asset Management (HK)
Hong Kong
$283K +$276K +7,909 New
PGA
120
Premia Global Advisors
Florida
$282K +$276K +7,905 New
CL
121
CSS LLC
Illinois
$278K
RFO
122
RiverGlades Family Offices
Florida
$277K +$270K +7,722 New
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K -$247K -7,072 -48%
OPWM
124
Oak Point Wealth Management
Michigan
$266K +$259K +7,410 New
V
125
Veritable
Delaware
$259K

EWU Hedge Fund Activity: Q4 2017 in Review

174 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2017, worth a combined $1.85B — up 2.7% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWU positions and 20 closed out — a net gain of 10 holders — while 60 added to existing stakes and 52 trimmed.

The largest buyer was Bank of America, adding an estimated $60.5M. The largest seller was Psagot Value Holdings, cutting an estimated $39.3M.

  • 174 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2017, up from 165 in Q3 2017.
  • Funds reported $1.85B of iShares MSCI United Kingdom ETF stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 30 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2017 and 20 closed out, a net change of +10 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2017 was Bank of America, an estimated $60.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2017 was Psagot Value Holdings, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2017.