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iShares MSCI United Kingdom ETF

150 hedge funds and large institutions have $1.17B invested in iShares MSCI United Kingdom ETF in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

97% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 32

17% more funds holding

Funds holding: 128150 (+22)

7.04% less ownership

Funds ownership: 35.79%28.75% (-7%)

22% less capital invested

Capital invested by funds: $1.5B → $1.17B (-$326M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less call options, than puts

Call options by funds: $2.33M | Put options by funds: $3.71M

Holders
150
Holders Change
+22
Holders Change %
+17.19%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
63
Reduced
32
Closed
15
Calls
$2.33M
Puts
$3.71M
Net Calls
-$1.38M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
EMA
126
Efficient Market Advisors
California
$65K
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$54.3K +$52.6K +1,385 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$53K +$27.4K +721 +115%
BPBT
129
Boston Private Bank & Trust
Massachusetts
$52K +$50.7K +1,333 New
NES
130
New England Securities
New York
$49K +$46.4K +1,220 +6,421%
CG
131
Colony Group
Massachusetts
$41K +$39.7K +1,044 New
HNB
132
Huntington National Bank
Ohio
$40K +$10.7K +282 +38%
STC
133
SEI Trust Company
Pennsylvania
$38K -$13M -341,849 -100%
WA
134
WFG Advisors
Texas
$38K +$38 +1 +0.1%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$36K +$18.9K +498 +119%
CPA
136
Cowen Prime Advisors
New York
$34K -$18.1K -475 -35%
WRM
137
Westport Resources Management
Connecticut
$32K
US Bancorp
138
US Bancorp
Minnesota
$32K +$24.4K +643 +402%
AIG
139
American International Group
New York
$29.4K +$27.7K +728 +3,309%
DADC
140
D.A. Davidson & Co
Montana
$26K +$3.65K +96 +16%
BGIM
141
Brandywine Global Investment Management
Pennsylvania
$25K +$5.02K +132 +26%
WA
142
Waverly Advisors
Alabama
$19K +$18.6K +489 New
CTC
143
Central Trust Company
Missouri
$19K +$18.8K +494 New
RIA
144
Regal Investment Advisors
Michigan
$17K +$114 +3 +0.7%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$16K
Parallax Volatility Advisers
146
Parallax Volatility Advisers
California
$5K +$4.98K +131 New
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.47K +$831K +21,856 +24%
HI
148
Hudock Inc
Pennsylvania
$4K +$1.56K +41 +73%
M&T Bank
149
M&T Bank
New York
$3K
Creative Planning
150
Creative Planning
Kansas
$3K +$2.7K +71 +2,367%

EWU Hedge Fund Activity: Q3 2013 in Review

150 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2013, worth a combined $1.17B — down 22% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EWU positions and 15 closed out — a net gain of 23 holders — while 63 added to existing stakes and 32 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $59.1M. The largest seller was Curian Capital, cutting an estimated $47.9M.

  • 150 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2013, up from 128 in Q2 2013.
  • Funds reported $1.17B of iShares MSCI United Kingdom ETF stock for Q3 2013, down 22% quarter-over-quarter.
  • 38 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2013 and 15 closed out, a net change of +23 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2013 was United Services Automobile Association, an estimated $59.1M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2013 was Curian Capital, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2013.