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iShares MSCI United Kingdom ETF

160 hedge funds and large institutions have $6.52B invested in iShares MSCI United Kingdom ETF in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more capital invested

Capital invested by funds: $1.76B → $6.52B (+$4.75B)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 157160 (+3)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.48% less ownership

Funds ownership: 26.19%23.71% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $6.45M

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
54
Reduced
56
Closed
25
Calls
$2.3M
Puts
$6.45M
Net Calls
-$4.15M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
126
MSI Financial Services
Massachusetts
$73K +$3K +85 +4%
GAM
127
Gemmer Asset Management
California
$62K +$25K +709 +60%
WAM
128
Wolverine Asset Management
Illinois
$59K -$37.3K -1,057 -37%
EMA
129
Efficient Market Advisors
California
$57K +$706 +20 +1%
EDRS
130
Edmond de Rothschild (Suisse)
Switzerland
$52K
DADC
131
D.A. Davidson & Co
Montana
$52K +$9.39K +266 +20%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$52K +$55.7K +1,578 New
JIR
133
James Investment Research
Ohio
$49K +$26.5K +750 +100%
AIG
134
American International Group
New York
$40K -$23.6K -669 -35%
Simplex Trading
135
Simplex Trading
Illinois
$26K -$31.1K -880 -52%
Creative Planning
136
Creative Planning
Kansas
$17K +$17.8K +504 New
ASN
137
Advisory Services Network
Georgia
$15K +$16.7K +473 New
US Bancorp
138
US Bancorp
Minnesota
$11K +$11.5K +327 New
HPBT
139
High Point Bank & Trust
North Carolina
$10K -$3.56M -100,839 -100%
GWM
140
Gupta Wealth Management
California
$10K -$49.3K -1,397 -82%
SF
141
Synovus Financial
Georgia
$8K -$128K -3,630 -94%
AP
142
Atwood & Palmer
Missouri
$8K +$8.26K +234 New
TIM
143
Tortoise Investment Management
New York
$5K
MWP
144
MYCIO Wealth Partners
Pennsylvania
$5K +$106 +3 +2%
ACM
145
Argentus Capital Management
Texas
$5K +$4.91K +139 New
PG
146
Patten Group
Tennessee
$4.1K
HI
147
Hudock Inc
Pennsylvania
$4K
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.78K -$6.59M -186,644 -62%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$3K -$7.17K -203 -70%
ACS
150
Archford Capital Strategies
Illinois
$3K -$1.09K -31 -29%

EWU Hedge Fund Activity: Q3 2015 in Review

160 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2015, worth a combined $6.52B — up 270% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EWU positions and 25 closed out — a net gain of 6 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $253M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $449M sold.

  • 160 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2015, up from 157 in Q2 2015.
  • Funds reported $6.52B of iShares MSCI United Kingdom ETF stock for Q3 2015, up 270% quarter-over-quarter.
  • 31 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2015 and 25 closed out, a net change of +6 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2015 was Bank of America, an estimated $253M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2015 was Windhaven Investment Management, an estimated $449M sold.

Based on aggregated 13F filings for Q3 2015.