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iShares MSCI United Kingdom ETF
EWU

163 hedge funds and large institutions have $2.07B invested in iShares MSCI United Kingdom ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,257% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $1.86M

1.32% more ownership

Funds ownership: 24.47% → 25.8% (+1.3%)

1% more capital invested

Capital invested by funds: $2.05B → $2.07B (+$17.1M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 165 → 163 (-2)

13% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 62

Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
26
Increased
54
Reduced
62
Closed
27
Calls
$62.5M
Puts
$1.86M
Net Calls
+$60.7M
Net Calls Change
+$64.4M

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$78.8M
2
SG Americas Securities
SG Americas Securities
New York
+$64.3M
3
AssetMark Inc
AssetMark Inc
California
+$54.5M
4
EA
Euclid Advisors
Connecticut
+$37.1M
5
U
UBS
Switzerland
+$35.7M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$48M
2
H
Hexavest
Quebec, Canada
-$29.2M
3
PVH
Psagot Value Holdings
Israel
-$28.4M
4
WIM
Windhaven Investment Management
Massachusetts
-$25.3M
5
CC
Curian Capital
Colorado
-$23.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
151
Waverly Advisors
Alabama
$9K +$3.96K +97 +76%
VCM
152
Vigilant Capital Management
Maine
$8K -$29K -711 -77%
FIG
153
Fusion Investment Group
Pennsylvania
$8K – – –
1IC
154
1919 Investment Counsel
Maryland
$8K +$4.12K +101 +100%
HR
155
Howe & Rusling
New York
$7K +$7.88K +193 New
JIR
156
James Investment Research
Ohio
$6K -$250K -6,125 -98%
NFG
157
Next Financial Group
Texas
$6K – – –
MWP
158
MYCIO Wealth Partners
Pennsylvania
$6K +$286 +7 +5%
TJHA
159
Thomas J. Herzfeld Advisors
Florida
$5K – – –
CA
160
CapWealth Advisors
Tennessee
$4K +$4.29K +105 New
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.53K -$2.23M -54,633 -38%
AllianceBernstein
162
AllianceBernstein
Tennessee
$3K +$3.06K +75 New
NG
163
NatWest Group
United Kingdom
$989 -$46.9K -1,150 -4%
Citigroup
164
Citigroup
New York
– -$21.1M -504,720 Closed
Axa
165
Axa
France
– -$2.55M -61,150 Closed
BC
166
Brinker Capital
Pennsylvania
– -$2.36M -56,553 Closed
FAAS
167
First Allied Advisory Services
California
– -$1.48M -35,540 Closed
SMM
168
Stadion Money Management
Georgia
– -$1.1M -26,307 Closed
AI
169
Ariel Investments
Illinois
– -$1.07M -25,650 Closed
PI
170
Placemark Investments
Illinois
– -$617K -14,784 Closed
AUIM
171
Aegon USA Investment Management
Iowa
– -$437K -10,465 Closed
CWM
172
Concert Wealth Management
California
– -$371K -9,369 Closed
BT
173
Beacon Trust
New Jersey
– -$352K -8,435 Closed
GC
174
Guggenheim Capital
Illinois
– -$305K -7,313 Closed
DIA
175
Dana Investment Advisors
Wisconsin
– -$275K -6,588 Closed
4 5 6
7
8

EWU Hedge Fund Activity: Q3 2014 in Review

163 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2014, worth a combined $2.07B — up 0.83% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EWU and 26 opened new positions — a net loss of 1 holder — while 62 trimmed existing stakes and 54 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $78.8M. The largest seller was Franklin Resources, cutting an estimated $48M.

  • 163 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2014, down from 165 in Q2 2014.
  • Funds reported $2.07B of iShares MSCI United Kingdom ETF stock for Q3 2014, up 0.83% quarter-over-quarter.
  • 26 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2014 and 27 closed out, a net change of -1 holder.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2014 was Flow Traders U.S., an estimated $78.8M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2014 was Franklin Resources, an estimated $48M sold.

Based on aggregated 13F filings for Q3 2014.