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iShares MSCI United Kingdom ETF

214 hedge funds and large institutions have $1.74B invested in iShares MSCI United Kingdom ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 61

10% more capital invested

Capital invested by funds: $1.58B → $1.74B (+$162M)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 216214 (-2)

4% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $16.5M

4.52% less ownership

Funds ownership: 55.77%51.25% (-4.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
61
Closed
28
Calls
$15.8M
Puts
$16.5M
Net Calls
-$657K
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$436K -$52.4K -1,444 -11%
YIH
127
Y-Intercept (HK)
Hong Kong
$433K +$171K +4,719 +69%
Bank Julius Baer & Co
128
Bank Julius Baer & Co
Switzerland
$414K -$22.1K -609 -6%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$412K -$146K -4,017 -27%
RWP
130
RWA Wealth Partners
Massachusetts
$407K
Comerica Bank
131
Comerica Bank
Texas
$345K +$24K +662 +8%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$345K -$51.5K -1,420 -13%
BAM
133
Berkshire Asset Management
Pennsylvania
$340K
William Blair & Company
134
William Blair & Company
Illinois
$339K +$4.32K +119 +1%
BCM
135
Boltwood Capital Management
California
$339K +$32.7K +900 +11%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$333K +$323K +8,911 New
WCFA
137
Walkner Condon Financial Advisors
Wisconsin
$321K +$52.9K +1,457 +20%
AAM
138
Ameraudi Asset Management
New York
$305K -$185K -5,090 -38%
G
139
GenTrust
Florida
$297K -$10.2K -280 -3%
MMA
140
Miracle Mile Advisors
California
$296K +$287K +7,904 New
HCA
141
Harbor Capital Advisors
Illinois
$285K +$76.4K +2,105 +38%
Truist Financial
142
Truist Financial
North Carolina
$271K -$429K -11,810 -62%
DLHL
143
Donald L. Hagan LLC
Florida
$268K +$36.7K +1,012 +16%
GL
144
Graypoint LLC
New York
$256K
PGFC
145
Peapack-Gladstone Financial Corp
New Jersey
$247K
FFWA
146
Forthright Family Wealth Advisory
Texas
$243K +$25.6K +705 +12%
ANTB
147
AMG National Trust Bank
Colorado
$242K -$1.56M -42,860 -87%
PMAM
148
Picton Mahoney Asset Management
Ontario, Canada
$241K -$173K -4,760 -43%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$236K +$3.12K +86 +1%
FFG
150
Fiduciary Financial Group
California
$230K

EWU Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2024, worth a combined $1.74B — up 10% from $1.58B a quarter earlier.

Fund positioning in EWU was balanced in Q3 2024: 28 funds opened new positions, 28 closed out, 78 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Goldman Sachs, cutting an estimated $48.3M.

  • 214 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2024, down from 216 in Q2 2024.
  • Funds reported $1.74B of iShares MSCI United Kingdom ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 28 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2024 and 28 closed out, a net change of 0 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2024 was BlackRock, an estimated $72.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2024 was Goldman Sachs, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2024.