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iShares MSCI United Kingdom ETF

174 hedge funds and large institutions have $1.85B invested in iShares MSCI United Kingdom ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

5% more funds holding

Funds holding: 165174 (+9)

5.12% more ownership

Funds ownership: 66.8%71.92% (+5.1%)

3% more capital invested

Capital invested by funds: $1.8B → $1.85B (+$48.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

84% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $10.9M

Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
30
Increased
60
Reduced
52
Closed
20
Calls
$1.74M
Puts
$10.9M
Net Calls
-$9.13M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$23K
IWM
152
IHT Wealth Management
Illinois
$15K -$2.45K -70 -14%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$10.2K -292 -48%
ECM
154
Exchange Capital Management
Michigan
$12K
LWM
155
Lenox Wealth Management
Ohio
$11K
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$10K
GT
157
Glenmede Trust
Pennsylvania
$9K
SEI Investments
158
SEI Investments
Pennsylvania
$8K +$1.43K +41 +22%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$7K +$6.43K +184 +836%
PCA
160
Providence Capital Advisors
North Carolina
$7K +$6.99K +200 New
WCM
161
Whitener Capital Management
North Carolina
$7K +$6.99K +200 New
IWP
162
Icon Wealth Partners
Texas
$5K +$4.54K +130 New
RFA
163
Reilly Financial Advisors
California
$4K
CAC
164
Certified Advisory Corp
Florida
$4K +$4.3K +123 New
TFA
165
Transamerica Financial Advisors
Florida
$3K -$411K -11,764 -99%
BTIS
166
BB&T Investment Services
North Carolina
$2K
BFEC
167
Benjamin F. Edwards & Company
Missouri
$2K
JFA
168
JNBA Financial Advisors
Minnesota
$2K
AWM
169
AllSquare Wealth Management
New York
$1K
AF
170
Allworth Financial
California
$1K
GFP
171
Gryphon Financial Partners
Ohio
$1K +$664 +19 New
FGC
172
Financial Gravity Companies
Texas
$1K +$1.19K +34 New
Walleye Trading
173
Walleye Trading
New York
$241 +$235K +6,736 New
XGI
174
XL Group Investments
Bermuda
-$12.6M -360,946 Closed
OMC
175
Old Mission Capital
Illinois
-$5.13M -147,254 Closed

EWU Hedge Fund Activity: Q4 2017 in Review

174 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2017, worth a combined $1.85B — up 2.7% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWU positions and 20 closed out — a net gain of 10 holders — while 60 added to existing stakes and 52 trimmed.

The largest buyer was Bank of America, adding an estimated $60.5M. The largest seller was Psagot Value Holdings, cutting an estimated $39.3M.

  • 174 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2017, up from 165 in Q3 2017.
  • Funds reported $1.85B of iShares MSCI United Kingdom ETF stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 30 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2017 and 20 closed out, a net change of +10 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2017 was Bank of America, an estimated $60.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2017 was Psagot Value Holdings, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2017.