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iShares MSCI United Kingdom ETF
EWU

161 hedge funds and large institutions have $2.16B invested in iShares MSCI United Kingdom ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

84% more capital invested

Capital invested by funds: $1.17B → $2.16B (+$983M)

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

7% more funds holding

Funds holding: 150 → 161 (+11)

0.9% more ownership

Funds ownership: 28.75% → 29.66% (+0.9%)

98% less call options, than puts

Call options by funds: $36K | Put options by funds: $1.92M

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
34
Increased
68
Reduced
45
Closed
22
Calls
$36K
Puts
$1.92M
Net Calls
-$1.89M
Net Calls Change
-$503K

Top Buyers

Rank Fund Capital Flow
1
PVH
Psagot Value Holdings
Israel
+$79.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$53.6M
3
EARNEST Partners
EARNEST Partners
Georgia
+$34.1M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$21.2M
5
Bank of America
Bank of America
North Carolina
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$18.4M
2
Goldman Sachs
Goldman Sachs
New York
-$17.8M
3
Axa
Axa
France
-$14.8M
4
WIM
Windhaven Investment Management
Massachusetts
-$11.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
126
Capstone Asset Management
Texas
$267K +$257K +6,384 New
BT
127
Beacon Trust
New Jersey
$226K +$218K +5,401 New
JIR
128
James Investment Research
Ohio
$218K +$211K +5,225 New
B
129
Barings
North Carolina
$213K -$58.4K -1,450 -22%
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$209K – – –
DCMA
131
Daiwa Capital Markets America
New York
$209K +$201K +5,000 New
First Trust Advisors
132
First Trust Advisors
Illinois
$201K +$194K +4,815 New
MA
133
MUFG Americas
New York
$151K – – –
MFS
134
MSI Financial Services
Massachusetts
$120K +$40.5K +1,004 +54%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$96K +$55.8K +1,384 +151%
WA
136
WFG Advisors
Texas
$85K +$43.2K +1,073 +112%
EMA
137
Efficient Market Advisors
California
$69K – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$59K +$2.26K +56 +4%
NES
139
New England Securities
New York
$53K +$1.49K +37 +3%
MS
140
Madison Scottsdale
Arizona
$52K +$50.4K +1,250 New
BWFA
141
Baltimore-Washington Financial Advisors
Maryland
$48K +$45.9K +1,140 New
WA
142
Waverly Advisors
Alabama
$44K +$23K +570 +117%
Walleye Trading
143
Walleye Trading
New York
$42K -$126K -3,137 -76%
TCOV
144
Trust Company of Vermont
Vermont
$42K +$40.7K +1,011 New
HNB
145
Huntington National Bank
Ohio
$41K -$2.22K -55 -5%
CPA
146
Cowen Prime Advisors
New York
$35K -$1.01K -25 -3%
WRM
147
Westport Resources Management
Connecticut
$34K – – –
AIG
148
American International Group
New York
$31.3K – – –
CG
149
Colony Group
Massachusetts
$31K -$12.2K -303 -29%
DADC
150
D.A. Davidson & Co
Montana
$29K +$1.05K +26 +4%
4 5
6
7 8

EWU Hedge Fund Activity: Q4 2013 in Review

161 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2013, worth a combined $2.16B — up 84% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EWU positions and 22 closed out — a net gain of 12 holders — while 68 added to existing stakes and 45 trimmed.

The largest buyer was Psagot Value Holdings, adding an estimated $79.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $18.4M sold.

  • 161 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $2.16B of iShares MSCI United Kingdom ETF stock for Q4 2013, up 84% quarter-over-quarter.
  • 34 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2013 and 22 closed out, a net change of +12 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2013 was Psagot Value Holdings, an estimated $79.3M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2013 was Flow Traders U.S., an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2013.