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iShares MSCI United Kingdom ETF
EWU

172 hedge funds and large institutions have $1.57B invested in iShares MSCI United Kingdom ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $1.02B → $1.57B (+$552M)

48% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 27

7.8% more ownership

Funds ownership: 51.98% → 59.78% (+7.8%)

4% more funds holding

Funds holding: 165 → 172 (+7)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

76% less call options, than puts

Call options by funds: $5.57M | Put options by funds: $23M

Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
40
Increased
55
Reduced
55
Closed
27
Calls
$5.57M
Puts
$23M
Net Calls
-$17.5M
Net Calls Change
+$6.37M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$225M
2
WIM
Windhaven Investment Management
Massachusetts
+$191M
3
BlackRock
BlackRock
New York
+$121M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$61.6M
5
UCFA
United Capital Financial Advisors
Texas
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$50.5M
2
SG Americas Securities
SG Americas Securities
New York
-$24.3M
3
FTUS
Flow Traders U.S.
New York
-$17.3M
4
Ameriprise
Ameriprise
Minnesota
-$11.7M
5
LPL Financial
LPL Financial
California
-$9.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
151
Global Retirement Partners
California
$14K -$569K -17,909 -98%
ECM
152
Exchange Capital Management
Michigan
$11K +$636 +20 +6%
MIFH
153
Migdal Insurance & Financial Holdings
Israel
$10K -$1.29M -40,592 -99%
CCM
154
Cohen Capital Management
California
$10K +$9.69K +305 New
FANJ
155
Financial Architects (New Jersey)
New Jersey
$8K +$7.85K +247 New
SEI Investments
156
SEI Investments
Pennsylvania
$7K +$4.96K +156 +312%
AAC
157
Asset Advisors Corp
Georgia
$7K +$6.83K +215 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$6K – – –
CHP
159
Cable Hill Partners
Oregon
$6K +$5.4K +170 New
CFA
160
Carroll Financial Associates
North Carolina
$5K +$5.25K +165 New
TCOV
161
Trust Company of Vermont
Vermont
$4K +$4.07K +128 New
IWM
162
IHT Wealth Management
Illinois
$3K -$11K -345 -70%
RFA
163
Reilly Financial Advisors
California
$3K – – –
AF
164
Allworth Financial
California
$3K +$2.58K +81 +312%
BTIS
165
BB&T Investment Services
North Carolina
$2K – – –
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$2K +$1.08K +34 +110%
SPIA
167
Steward Partners Investment Advisory
New York
$2K +$2.1K +66 New
AWM
168
AllSquare Wealth Management
New York
$1K – – –
JFA
169
JNBA Financial Advisors
Minnesota
$1K – – –
WA
170
WFG Advisors
Texas
$1K – – –
Walleye Trading
171
Walleye Trading
New York
$13 -$574K -18,044 -98%
SG Americas Securities
172
SG Americas Securities
New York
– -$24.3M -790,660 Closed
FTUS
173
Flow Traders U.S.
New York
– -$17.3M -563,745 Closed
ANTB
174
AMG National Trust Bank
Colorado
– -$4.66M -151,671 Closed
DAS
175
Dynamic Advisor Solutions
Arizona
– -$3.42M -111,573 Closed
4 5 6
7
8

EWU Hedge Fund Activity: Q1 2017 in Review

172 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2017, worth a combined $1.57B — up 54% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EWU positions and 27 closed out — a net gain of 13 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $225M. The largest seller was Royal Bank of Canada, cutting an estimated $50.5M.

  • 172 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2017, up from 165 in Q4 2016.
  • Funds reported $1.57B of iShares MSCI United Kingdom ETF stock for Q1 2017, up 54% quarter-over-quarter.
  • 40 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2017 and 27 closed out, a net change of +13 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2017 was Bank of America, an estimated $225M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $50.5M sold.

Based on aggregated 13F filings for Q1 2017.