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iShares MSCI United Kingdom ETF

234 hedge funds and large institutions have $1.51B invested in iShares MSCI United Kingdom ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1% more funds holding

Funds holding: 231234 (+3)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

15.12% less ownership

Funds ownership: 69.51%54.39% (-15%)

33% less capital invested

Capital invested by funds: $2.26B → $1.51B (-$746M)

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

78% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $46.4M

Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
31
Increased
76
Reduced
80
Closed
27
Calls
$10.1M
Puts
$46.4M
Net Calls
-$36.3M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$876K -$38.1M -1,155,255 -98%
NVCHI
102
New Vernon Capital Holdings II
New Jersey
$856K +$872K +26,451 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$844K -$2.64K -80 -0.3%
SL
104
Sentinus LLC
Illinois
$835K -$52.6K -1,596 -6%
LI
105
LMCG Investments
Massachusetts
$815K +$8.44K +256 +1%
RVM
106
Robinson Value Management
Texas
$794K +$123K +3,723 +18%
SG Americas Securities
107
SG Americas Securities
New York
$785K +$799K +24,252 New
MLM
108
Mount Lucas Management
Pennsylvania
$723K -$13.5K -411 -2%
BAM
109
Berkshire Asset Management
Pennsylvania
$707K +$720K +21,850 New
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$696K -$195K -5,930 -22%
HNWA
111
Henrickson Nauta Wealth Advisors
Michigan
$655K
GC
112
Gilbert & Cook
Iowa
$650K -$133K -4,028 -17%
CIM
113
Contravisory Investment Management
Massachusetts
$649K +$260K +7,892 +65%
LCGC
114
Legacy Capital Group California
California
$649K +$260K +7,892 +65%
BCM
115
BlueCrest Capital Management
Jersey
$647K
EFH
116
Eaton Financial Holdings
Florida
$625K
JMPWA
117
JP Morgan Private Wealth Advisors
California
$625K -$126K -3,829 -17%
S
118
SignatureFD
Georgia
$624K +$9.52K +289 +2%
TF
119
Trek Financial
Arizona
$624K +$48.3K +1,465 +8%
G
120
GenTrust
Florida
$613K -$1.02M -30,834 -62%
AAM
121
Ameraudi Asset Management
New York
$598K -$2.83M -85,813 -82%
Truist Financial
122
Truist Financial
North Carolina
$589K +$351K +10,640 +140%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$567K -$2.71M -82,269 -91%
BS
124
Banco Santander
Spain
$534K
RJFSA
125
Raymond James Financial Services Advisors
Florida
$528K +$7.35K +223 +1%

EWU Hedge Fund Activity: Q2 2023 in Review

234 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2023, worth a combined $1.51B — down 33% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EWU positions and 27 closed out — a net gain of 4 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $14.7M. The largest seller was Jane Street, cutting an estimated $507M.

  • 234 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2023, up from 231 in Q1 2023.
  • Funds reported $1.51B of iShares MSCI United Kingdom ETF stock for Q2 2023, down 33% quarter-over-quarter.
  • 31 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2023 and 27 closed out, a net change of +4 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q2 2023 was Squarepoint, an estimated $14.7M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q2 2023 was Jane Street, an estimated $507M sold.

Based on aggregated 13F filings for Q2 2023.