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iShares MSCI United Kingdom ETF
EWU

165 hedge funds and large institutions have $2.05B invested in iShares MSCI United Kingdom ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

4% more funds holding

Funds holding: 159 → 165 (+6)

3.81% less ownership

Funds ownership: 28.29% → 24.47% (-3.8%)

15% less capital invested

Capital invested by funds: $2.4B → $2.05B (-$352M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

62% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $5.96M

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
27
Increased
61
Reduced
51
Closed
20
Calls
$2.25M
Puts
$5.96M
Net Calls
-$3.71M
Net Calls Change
-$4.95M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$41M
2
MAA
Managed Account Advisors
New Jersey
+$23.6M
3
Bank of America
Bank of America
North Carolina
+$20.8M
4
SIA
Spruce Investment Advisors
Connecticut
+$17.7M
5
WF
WealthTrust Fairport
Ohio
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$124M
2
FTUS
Flow Traders U.S.
New York
-$115M
3
USAA
United Services Automobile Association
Texas
-$111M
4
CC
Curian Capital
Colorado
-$43.1M
5
X
Xponance
Pennsylvania
-$33.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
126
Waverton Investment Management
United Kingdom
$242K +$248K +5,800 New
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$238K +$36.3K +849 +18%
GC
128
Garde Capital
Washington
$232K +$238K +5,566 New
CANY
129
Caxton Associates (New York)
New York
$230K +$235K +5,500 New
B
130
Bellecapital
Switzerland
$209K -$321K -7,500 -60%
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$209K – – –
ICAS
132
Investors Capital Advisory Services
Massachusetts
$202K +$208K +4,858 New
First Trust Advisors
133
First Trust Advisors
Illinois
$201K +$206K +4,815 New
HRIA
134
Haberer Registered Investment Advisor
Ohio
$152K +$52.6K +1,230 +51%
WA
135
WFG Advisors
Texas
$76K – – –
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$75K +$16.7K +391 +28%
EMA
137
Efficient Market Advisors
California
$69K – – –
CPA
138
Cowen Prime Advisors
New York
$50K -$1.07K -25 -2%
FANJ
139
Financial Architects (New Jersey)
New Jersey
$50K +$51.7K +1,208 New
BWFA
140
Baltimore-Washington Financial Advisors
Maryland
$48K – – –
MFS
141
MSI Financial Services
Massachusetts
$43K -$52.6K -1,230 -54%
TCOV
142
Trust Company of Vermont
Vermont
$42K – – –
Creative Planning
143
Creative Planning
Kansas
$38K +$38.7K +905 New
VCM
144
Vigilant Capital Management
Maine
$38K +$39.3K +919 New
CG
145
Colony Group
Massachusetts
$31K – – –
NES
146
New England Securities
New York
$30K -$25.9K -606 -46%
BRWA
147
B. Riley Wealth Advisors
Florida
$29.8K +$30.6K +715 New
DADC
148
D.A. Davidson & Co
Montana
$21K -$8.17K -191 -27%
OIA
149
Optimum Investment Advisors
Illinois
$19K +$19.3K +450 New
BGIM
150
Brandywine Global Investment Management
Pennsylvania
$15K – – –
4 5
6
7 8

EWU Hedge Fund Activity: Q2 2014 in Review

165 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2014, worth a combined $2.05B — down 15% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EWU positions and 20 closed out — a net gain of 7 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Franklin Resources, adding an estimated $41M. The largest seller was Goldman Sachs, cutting an estimated $124M.

  • 165 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2014, up from 159 in Q1 2014.
  • Funds reported $2.05B of iShares MSCI United Kingdom ETF stock for Q2 2014, down 15% quarter-over-quarter.
  • 27 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2014 and 20 closed out, a net change of +7 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q2 2014 was Franklin Resources, an estimated $41M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q2 2014 was Goldman Sachs, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2014.