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iShares MSCI United Kingdom ETF
EWU

161 hedge funds and large institutions have $2.16B invested in iShares MSCI United Kingdom ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

84% more capital invested

Capital invested by funds: $1.17B → $2.16B (+$983M)

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

7% more funds holding

Funds holding: 150 → 161 (+11)

0.9% more ownership

Funds ownership: 28.75% → 29.66% (+0.9%)

98% less call options, than puts

Call options by funds: $36K | Put options by funds: $1.92M

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
34
Increased
68
Reduced
45
Closed
22
Calls
$36K
Puts
$1.92M
Net Calls
-$1.89M
Net Calls Change
-$503K

Top Buyers

Rank Fund Capital Flow
1
PVH
Psagot Value Holdings
Israel
+$79.3M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$53.6M
3
EARNEST Partners
EARNEST Partners
Georgia
+$34.1M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$21.2M
5
Bank of America
Bank of America
North Carolina
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$18.4M
2
Goldman Sachs
Goldman Sachs
New York
-$17.8M
3
Axa
Axa
France
-$14.8M
4
WIM
Windhaven Investment Management
Massachusetts
-$11.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
151
Invesco
Georgia
$18K +$17.2K +426 New
BGIM
152
Brandywine Global Investment Management
Pennsylvania
$15K -$11.2K -277 -44%
FIG
153
Fusion Investment Group
Pennsylvania
$9K +$8.74K +217 New
Creative Planning
154
Creative Planning
Kansas
$8K +$5.2K +129 +174%
MWP
155
MYCIO Wealth Partners
Pennsylvania
$6K +$5.8K +144 New
HI
156
Hudock Inc
Pennsylvania
$5K +$725 +18 +19%
Brown Advisory
157
Brown Advisory
Maryland
$4K +$4.35K +108 New
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.84K -$885K -21,953 -19%
M&T Bank
159
M&T Bank
New York
$3K – – –
MP
160
Manifold Partners
California
$3K +$2.66K +66 New
JG
161
Jefferies Group
New York
$3K +$2.82K +70 New
FTUS
162
Flow Traders U.S.
New York
– -$18.4M -469,627 Closed
VC
163
Vicus Capital
Pennsylvania
– -$3.42M -87,034 Closed
TRCT
164
Tower Research Capital (TRC)
New York
– -$894K -22,784 Closed
HIM
165
Hanlon Investment Management
New Jersey
– -$613K -15,634 Closed
B
166
Baird
Wisconsin
– -$595K -15,163 Closed
Nomura Holdings
167
Nomura Holdings
Japan
– -$575K -14,656 Closed
Comerica Bank
168
Comerica Bank
Texas
– -$502K -12,778 Closed
IFS
169
Ifrah Financial Services
Arkansas
– -$456K -11,625 Closed
JMPWA
170
JP Morgan Private Wealth Advisors
California
– -$390K -9,941 Closed
CIA
171
CCM Investment Advisers
South Carolina
– -$388K -9,900 Closed
HS
172
HighVista Strategies
Massachusetts
– -$361K -9,206 Closed
IG
173
ING Group
Netherlands
– -$265K -6,750 Closed
VWM
174
Valley Wealth Managers
New Jersey
– -$237K -6,038 Closed
WIM
175
Waverton Investment Management
United Kingdom
– -$228K -5,800 Closed
4 5 6
7
8

EWU Hedge Fund Activity: Q4 2013 in Review

161 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2013, worth a combined $2.16B — up 84% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EWU positions and 22 closed out — a net gain of 12 holders — while 68 added to existing stakes and 45 trimmed.

The largest buyer was Psagot Value Holdings, adding an estimated $79.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $18.4M sold.

  • 161 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $2.16B of iShares MSCI United Kingdom ETF stock for Q4 2013, up 84% quarter-over-quarter.
  • 34 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2013 and 22 closed out, a net change of +12 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2013 was Psagot Value Holdings, an estimated $79.3M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2013 was Flow Traders U.S., an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2013.