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iShares MSCI United Kingdom ETF
EWU

191 hedge funds and large institutions have $1.51B invested in iShares MSCI United Kingdom ETF in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

28% more capital invested

Capital invested by funds: $1.18B → $1.51B (+$331M)

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

4% more funds holding

Funds holding: 183 → 191 (+8)

1.54% less ownership

Funds ownership: 68.78% → 67.24% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

66% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $129M

Holders
191
Holders Change
+8
Holders Change %
+4.37%
% of All Funds
4.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
41
Increased
60
Reduced
51
Closed
32
Calls
$43.8M
Puts
$129M
Net Calls
-$84.8M
Net Calls Change
-$56.2M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$151M
2
Bank of America
Bank of America
North Carolina
+$134M
3
UBS Group
UBS Group
Switzerland
+$29.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.6M
5
UCFA
United Capital Financial Advisors
Texas
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$79.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$33.1M
3
BlackRock
BlackRock
New York
-$28.9M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$24.8M
5
LPL Financial
LPL Financial
California
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Parkside Advisors
California
$245K – – –
Marshall Wace
127
Marshall Wace
United Kingdom
$241K +$233K +7,307 New
Truist Financial
128
Truist Financial
North Carolina
$229K +$221K +6,951 New
B
129
Bailard
California
$223K +$215K +6,760 New
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$218K +$210K +6,600 New
SC
131
Scotia Capital
Ontario, Canada
$211K -$15.3K -480 -7%
F
132
F3Logic
Minnesota
$204K +$196K +6,151 New
BS
133
Banco Santander
Spain
$204K +$197K +6,200 New
LFASL
134
Lugano Financial Advisors SA (LFA)
Switzerland
$173K +$167K +5,253 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$158K -$127 -4 -0.1%
CFGS
136
Concourse Financial Group Securities
Alabama
$157K +$64.3K +2,019 +73%
PMAM
137
Picton Mahoney Asset Management
Ontario, Canada
$147K +$27.7K +870 +24%
LB
138
Legacy Bridge
Iowa
$132K – – –
GRP
139
Global Retirement Partners
California
$130K -$111K -3,498 -47%
PA
140
Parallel Advisors
California
$121K – – –
William Blair & Company
141
William Blair & Company
Illinois
$121K – – –
FWM
142
Focused Wealth Management
New York
$117K -$40.6K -1,276 -26%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$101K +$64.1K +2,012 +185%
Bessemer Group
144
Bessemer Group
New Jersey
$96K +$92.2K +2,895 New
FGAM
145
Financial Gravity Asset Management
Texas
$91K +$86.8K +2,727 New
US Bancorp
146
US Bancorp
Minnesota
$88K – – –
WPA
147
West Paces Advisors
Georgia
$78.4K – – –
SQA
148
Simon Quick Advisors
New Jersey
$66K +$63.7K +2,000 New
ACA
149
Atlas Capital Advisors
Wyoming
$62.1K +$41.9K +1,317 +233%
TRCT
150
Tower Research Capital (TRC)
New York
$57K +$55.3K +1,737 New
4 5
6
7 8

EWU Hedge Fund Activity: Q1 2019 in Review

191 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2019, worth a combined $1.51B — up 28% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EWU positions and 32 closed out — a net gain of 9 holders — while 60 added to existing stakes and 51 trimmed.

The largest buyer was Barclays, adding an estimated $151M. The largest seller was Citadel Advisors, exiting entirely with an estimated $79.8M sold.

  • 191 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2019, up from 183 in Q4 2018.
  • Funds reported $1.51B of iShares MSCI United Kingdom ETF stock for Q1 2019, up 28% quarter-over-quarter.
  • 41 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2019 and 32 closed out, a net change of +9 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2019 was Barclays, an estimated $151M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2019 was Citadel Advisors, an estimated $79.8M sold.

Based on aggregated 13F filings for Q1 2019.