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iShares MSCI United Kingdom ETF
EWU

185 hedge funds and large institutions have $1.15B invested in iShares MSCI United Kingdom ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

6% more funds holding

Funds holding: 174 → 185 (+11)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

13.52% less ownership

Funds ownership: 71.92% → 58.4% (-14%)

38% less capital invested

Capital invested by funds: $1.85B → $1.15B (-$694M)

47% less call options, than puts

Call options by funds: $3.79M | Put options by funds: $7.22M

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
60
Reduced
55
Closed
26
Calls
$3.79M
Puts
$7.22M
Net Calls
-$3.43M
Net Calls Change
+$5.7M

Top Buyers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
+$26.6M
2
Squarepoint
Squarepoint
New York
+$9.37M
3
Ameriprise
Ameriprise
Minnesota
+$8.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.11M
5
Deutsche Bank
Deutsche Bank
Germany
+$4.95M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$623M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.9M
4
Morgan Stanley
Morgan Stanley
New York
-$23.2M
5
SLF
Sun Life Financial
Ontario, Canada
-$8.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
126
Flow Traders U.S.
New York
$241K -$5.37M -150,794 -96%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$238K -$26.4K -742 -10%
CC
128
Cedar Capital
Illinois
$231K +$24.5K +689 +12%
ZIG
129
Zurich Insurance Group
Switzerland
$230K +$227K +6,381 New
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$229K – – –
PAS
131
Park Avenue Securities
New York
$228K +$236K +6,626 New
PP
132
Paloma Partners
Connecticut
$226K +$231K +6,492 New
Bank of New York Mellon
133
Bank of New York Mellon
New York
$212K +$217K +6,095 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$190K +$2.07K +58 +1%
LWM
135
Lenox Wealth Management
Ohio
$171K +$165K +4,643 +1,569%
JP Morgan Chase
136
JP Morgan Chase
New York
$149K -$423K -11,863 -73%
SWP
137
Stratos Wealth Partners
Ohio
$121K +$9.19K +258 +8%
S
138
SignatureFD
Georgia
$96K +$98.1K +2,752 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$95K +$27.8K +780 +40%
TRCT
140
Tower Research Capital (TRC)
New York
$87K +$88.7K +2,490 New
Parallax Volatility Advisers
141
Parallax Volatility Advisers
California
$83K +$85.2K +2,392 New
WPA
142
West Paces Advisors
Georgia
$82.5K – – –
SPIA
143
Steward Partners Investment Advisory
New York
$63K +$27.9K +782 +75%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$55K -$606 -17 -1%
GRP
145
Global Retirement Partners
California
$55K +$18.6K +523 +50%
US Bancorp
146
US Bancorp
Minnesota
$51K – – –
HAM
147
Highstreet Asset Management
Ontario, Canada
$51K +$11K +308 +27%
PMAM
148
Picton Mahoney Asset Management
Ontario, Canada
$50K +$51K +1,430 New
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$38K +1,067 +341%
IA
150
IFP Advisors
Florida
$41K – – –
4 5
6
7 8

EWU Hedge Fund Activity: Q1 2018 in Review

185 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2018, worth a combined $1.15B — down 38% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EWU positions and 26 closed out — a net gain of 13 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $26.6M. The largest seller was Bank of America, cutting an estimated $623M.

  • 185 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2018, up from 174 in Q4 2017.
  • Funds reported $1.15B of iShares MSCI United Kingdom ETF stock for Q1 2018, down 38% quarter-over-quarter.
  • 39 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2018 and 26 closed out, a net change of +13 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2018 was Morningstar Investment Services, an estimated $26.6M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2018 was Bank of America, an estimated $623M sold.

Based on aggregated 13F filings for Q1 2018.