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iShares MSCI United Kingdom ETF

160 hedge funds and large institutions have $6.52B invested in iShares MSCI United Kingdom ETF in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more capital invested

Capital invested by funds: $1.76B → $6.52B (+$4.75B)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2% more funds holding

Funds holding: 157160 (+3)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.48% less ownership

Funds ownership: 26.19%23.71% (-2.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $6.45M

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
54
Reduced
56
Closed
25
Calls
$2.3M
Puts
$6.45M
Net Calls
-$4.15M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
151
Lenox Wealth Advisors
New York
$3K +$2.79K +79 New
SCA
152
Strategic Capital Alternatives
United States
$3K +$3.25K +92 New
CFA
153
Carroll Financial Associates
North Carolina
$3K +$3.53K +100 New
RPG
154
Risk Paradigm Group
Texas
$1.16K -$239K -6,772 -99%
TCM
155
Tradewinds Capital Management
Washington
$1K +$565 +16 New
PSUF
156
People's United Financial
Connecticut
$1K +$1.13K +32 New
M
157
MOTCO
Texas
$1K +$1.45K +41 New
SEI Investments
158
SEI Investments
Pennsylvania
$1K +$1.45K +41 New
NFG
159
Next Financial Group
Texas
$1K +$1.76K +50 New
N
160
Nuveen
North Carolina
$361
WIM
161
Windhaven Investment Management
Massachusetts
-$449M -12,310,432 Closed
WI
162
Wafra Inc
New York
-$13.5M -370,472 Closed
William Blair & Company
163
William Blair & Company
Illinois
-$3.49M -95,563 Closed
Mariner
164
Mariner
Kansas
-$3.19M -87,375 Closed
Franklin Resources
165
Franklin Resources
California
-$2.92M -79,991 Closed
CG
166
Colony Group
Massachusetts
-$1.18M -32,374 Closed
TPP
167
Triangle Peak Partners
California
-$1M -27,513 Closed
CPS
168
Counsel Portfolio Services
Ontario, Canada
-$807K -22,100 Closed
MLM
169
Mount Lucas Management
Pennsylvania
-$807K -22,100 Closed
SMM
170
Stadion Money Management
Georgia
-$728K -19,958 Closed
GCA
171
Greenwood Capital Associates
South Carolina
-$553K -15,175 Closed
WA
172
WealthTrust-Arizona
Arizona
-$449K -12,293 Closed
MA
173
Montag & Associates
Georgia
-$405K -11,109 Closed
VIA
174
Virtus Investment Advisers
Connecticut
-$265K -7,250 Closed
Parallax Volatility Advisers
175
Parallax Volatility Advisers
California
-$242K -6,857 -100%

EWU Hedge Fund Activity: Q3 2015 in Review

160 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2015, worth a combined $6.52B — up 270% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EWU positions and 25 closed out — a net gain of 6 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $253M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $449M sold.

  • 160 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2015, up from 157 in Q2 2015.
  • Funds reported $6.52B of iShares MSCI United Kingdom ETF stock for Q3 2015, up 270% quarter-over-quarter.
  • 31 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2015 and 25 closed out, a net change of +6 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2015 was Bank of America, an estimated $253M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2015 was Windhaven Investment Management, an estimated $449M sold.

Based on aggregated 13F filings for Q3 2015.