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iShares MSCI United Kingdom ETF

232 hedge funds and large institutions have $1.5B invested in iShares MSCI United Kingdom ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $1.42B → $1.5B (+$73.3M)

5% more funds holding

Funds holding: 221232 (+11)

1.44% more ownership

Funds ownership: 53.86%55.31% (+1.4%)

24% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 86

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

60% less call options, than puts

Call options by funds: $8.3M | Put options by funds: $21M

Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
38
Increased
65
Reduced
86
Closed
24
Calls
$8.3M
Puts
$21M
Net Calls
-$12.7M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$724K -$101K -3,154 -13%
Invesco
102
Invesco
Georgia
$685K +$661K +20,713 New
YIH
103
Y-Intercept (HK)
Hong Kong
$679K +$655K +20,552 New
HNWA
104
Henrickson Nauta Wealth Advisors
Michigan
$676K
BCM
105
BlueCrest Capital Management
Jersey
$661K
S
106
SignatureFD
Georgia
$649K +$11.1K +348 +2%
Schroder Investment Management Group
107
Schroder Investment Management Group
United Kingdom
$637K -$23.6K -740 -4%
TF
108
Trek Financial
Arizona
$632K +$299K +9,372 +96%
OIA
109
OneDigital Investment Advisors
Kansas
$602K +$581K +18,210 New
TIA
110
Tiemann Investment Advisors
California
$593K +$38.3K +1,200 +7%
LIM
111
Leavell Investment Management
Alabama
$592K -$127K -3,988 -18%
VH
112
Visionary Horizons
Tennessee
$573K +$553K +17,330 New
CLOS
113
Compagnie Lombard Odier SCmA
Switzerland
$556K +$203K +6,360 +61%
BMCM
114
Black Maple Capital Management
Wisconsin
$552K +$533K +16,710 New
BS
115
Banco Santander
Spain
$545K
GC
116
Gilbert & Cook
Iowa
$535K -$5.01K -157 -1%
CAN
117
Cetera Advisor Networks
California
$519K -$4.21K -132 -0.8%
LFASL
118
Lugano Financial Advisors SA (LFA)
Switzerland
$510K +$146K +4,586 +42%
EFH
119
Eaton Financial Holdings
Florida
$495K -$139K -4,350 -23%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$491K -$43.2K -1,356 -8%
Truist Financial
121
Truist Financial
North Carolina
$479K -$65.9K -2,065 -12%
AAM
122
Ameraudi Asset Management
New York
$472K -$26.2K -823 -5%
CG
123
Caprock Group
Idaho
$469K -$1.59K -50 -0.4%
G
124
GenTrust
Florida
$465K -$85.7K -2,688 -16%
PMAM
125
Picton Mahoney Asset Management
Ontario, Canada
$448K -$97K -3,040 -18%

EWU Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2023, worth a combined $1.5B — up 5.2% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EWU positions and 24 closed out — a net gain of 14 holders — while 65 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.3M. The largest seller was Jane Street, cutting an estimated $54.1M.

  • 232 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2023, up from 221 in Q3 2023.
  • Funds reported $1.5B of iShares MSCI United Kingdom ETF stock for Q4 2023, up 5.2% quarter-over-quarter.
  • 38 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2023 and 24 closed out, a net change of +14 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2023 was Morgan Stanley, an estimated $53.3M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2023 was Jane Street, an estimated $54.1M sold.

Based on aggregated 13F filings for Q4 2023.