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iShares MSCI United Kingdom ETF
EWU

191 hedge funds and large institutions have $1.25B invested in iShares MSCI United Kingdom ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $7.4M | Put options by funds: $4.36M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

2% more funds holding

Funds holding: 188 → 191 (+3)

2.23% less ownership

Funds ownership: 66.37% → 64.14% (-2.2%)

9% less capital invested

Capital invested by funds: $1.37B → $1.25B (-$117M)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
55
Reduced
67
Closed
22
Calls
$7.4M
Puts
$4.36M
Net Calls
+$3.04M
Net Calls Change
+$1.97M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.1M
2
USAA
United Services Automobile Association
Texas
+$13.8M
3
FTUS
Flow Traders U.S.
New York
+$9.96M
4
Goldman Sachs
Goldman Sachs
New York
+$9.75M
5
B
Barings
North Carolina
+$7.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.8M
2
Citigroup
Citigroup
New York
-$26M
3
UCFA
United Capital Financial Advisors
Texas
-$25.5M
4
Bank of America
Bank of America
North Carolina
-$22.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
$294K +$251K +7,336 +570%
Twin Tree Management
127
Twin Tree Management
Texas
$286K -$1.15M -33,547 -80%
PV
128
Private Vista
Illinois
$283K – – –
TAMH
129
Taikang Asset Management (HK)
Hong Kong
$270K – – –
CC
130
Cedar Capital
Illinois
$265K +$265K +7,770 New
CL
131
CSS LLC
Illinois
$264K – – –
GA
132
Greytown Advisors
Florida
$258K – – –
PA
133
Parkside Advisors
California
$249K -$54.6K -1,598 -18%
VM
134
VPR Management
Texas
$249K +$249K +7,300 New
V
135
Veritable
Delaware
$246K – – –
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$225K – – –
FWM
137
Focused Wealth Management
New York
$206K -$115K -3,360 -36%
JIR
138
James Investment Research
Ohio
$188K – – –
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$176K – – –
GRP
140
Global Retirement Partners
California
$174K +$3.18K +93 +2%
IA
141
IFP Advisors
Florida
$173K +$102 +3 +0.1%
EMG
142
ETF Managers Group
New Jersey
$146K +$146K +4,279 New
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K -$5.12K -150 -4%
PA
144
Parallel Advisors
California
$125K +$126K +3,678 New
SWP
145
Stratos Wealth Partners
Ohio
$113K +$113K +3,306 New
William Blair & Company
146
William Blair & Company
Illinois
$111K -$498K -14,580 -82%
US Bancorp
147
US Bancorp
Minnesota
$96K -$3.45K -101 -3%
FGAM
148
Financial Gravity Asset Management
Texas
$87K -$1.37K -40 -1%
WPA
149
West Paces Advisors
Georgia
$81K – – –
BAM
150
Bruderman Asset Management
New York
$55K +$55.5K +1,625 New
4 5
6
7 8

EWU Hedge Fund Activity: Q3 2018 in Review

191 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2018, worth a combined $1.25B — down 8.6% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EWU positions and 22 closed out — a net gain of 3 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $20.1M. The largest seller was Envestnet Asset Management, cutting an estimated $27.8M.

  • 191 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2018, up from 188 in Q2 2018.
  • Funds reported $1.25B of iShares MSCI United Kingdom ETF stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 25 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2018 and 22 closed out, a net change of +3 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2018 was Royal Bank of Canada, an estimated $20.1M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $27.8M sold.

Based on aggregated 13F filings for Q3 2018.