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iShares MSCI United Kingdom ETF
EWU

156 hedge funds and large institutions have $1.1B invested in iShares MSCI United Kingdom ETF in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

0% more ownership

Funds ownership: 26.79% → 26.8% (+0%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

3% less funds holding

Funds holding: 161 → 156 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

45% less call options, than puts

Call options by funds: $5.76M | Put options by funds: $10.4M

82% less capital invested

Capital invested by funds: $6.07B → $1.1B (-$4.97B)

Holders
156
Holders Change
-5
Holders Change %
-3.11%
% of All Funds
4.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
23
Increased
53
Reduced
55
Closed
27
Calls
$5.76M
Puts
$10.4M
Net Calls
-$4.68M
Net Calls Change
-$992K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.5M
2
Ameriprise
Ameriprise
Minnesota
+$30.3M
3
SG Americas Securities
SG Americas Securities
New York
+$13.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.17M
5
State Street
State Street
Massachusetts
+$8.72M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$92.6M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$92M
3
LSCM
Light Street Capital Management
California
-$21.8M
4
PAG
Pinnacle Advisory Group
Maryland
-$18.2M
5
1CP
1607 Capital Partners
Virginia
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
151
Transamerica Financial Advisors
Florida
$1K -$328K -10,834 -100%
NFG
152
Next Financial Group
Texas
$1K – – –
WA
153
WFG Advisors
Texas
$1K +$667 +22 +88%
AF
154
Allworth Financial
California
$1K +$819 +27 New
N
155
Nuveen
North Carolina
$345 – – –
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
– -$92M -2,850,000 Closed
LSCM
157
Light Street Capital Management
California
– -$21.8M -675,000 Closed
BCIM
158
British Columbia Investment Management
British Columbia, Canada
– -$8.88M -275,000 Closed
CC
159
Curian Capital
Colorado
– -$7.26M -225,066 Closed
ACM
160
Aviance Capital Management
Florida
– -$3.96M -122,553 Closed
KIM
161
Karpus Investment Management
New York
– -$2.14M -66,218 Closed
X
162
Xponance
Pennsylvania
– -$959K -29,733 Closed
HWP
163
Hefty Wealth Partners
Indiana
– -$822K -25,476 Closed
PAG
164
Private Advisor Group
New Jersey
– -$659K -20,415 Closed
TSS
165
Two Sigma Securities
New York
– -$524K -16,240 Closed
CLOS
166
Compagnie Lombard Odier SCmA
Switzerland
– -$474K -14,684 Closed
Jane Street
167
Jane Street
New York
– -$297K -9,800 Closed
AL
168
AJO LP
Pennsylvania
– -$239K -7,400 Closed
CSS
169
Cubist Systematic Strategies
Connecticut
– -$232K -7,181 Closed
JIR
170
James Investment Research
Ohio
– -$211K -6,525 Closed
OC
171
Oppenheimer & Co
New York
– -$178K -5,511 Closed
MFW
172
Mosaic Family Wealth
Missouri
– -$62K -1,938 Closed
EMA
173
Efficient Market Advisors
California
– -$56K -1,727 Closed
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
– -$41K -1,259 Closed
Simplex Trading
175
Simplex Trading
Illinois
– -$18K -573 Closed
4 5 6
7
8

EWU Hedge Fund Activity: Q1 2016 in Review

156 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2016, worth a combined $1.1B — down 82% from $6.07B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EWU and 23 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was Bank of America, adding an estimated $47.5M. The largest seller was Wells Fargo, cutting an estimated $92.6M.

  • 156 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2016, down from 161 in Q4 2015.
  • Funds reported $1.1B of iShares MSCI United Kingdom ETF stock for Q1 2016, down 82% quarter-over-quarter.
  • 23 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2016 and 27 closed out, a net change of -4 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2016 was Bank of America, an estimated $47.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2016 was Wells Fargo, an estimated $92.6M sold.

Based on aggregated 13F filings for Q1 2016.