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iShares MSCI United Kingdom ETF
EWU

185 hedge funds and large institutions have $1.15B invested in iShares MSCI United Kingdom ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

6% more funds holding

Funds holding: 174 → 185 (+11)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

13.52% less ownership

Funds ownership: 71.92% → 58.4% (-14%)

38% less capital invested

Capital invested by funds: $1.85B → $1.15B (-$694M)

47% less call options, than puts

Call options by funds: $3.79M | Put options by funds: $7.22M

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
60
Reduced
55
Closed
26
Calls
$3.79M
Puts
$7.22M
Net Calls
-$3.43M
Net Calls Change
+$5.7M

Top Buyers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
+$26.6M
2
Squarepoint
Squarepoint
New York
+$9.37M
3
Ameriprise
Ameriprise
Minnesota
+$8.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.11M
5
Deutsche Bank
Deutsche Bank
Germany
+$4.95M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$623M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$32.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.9M
4
Morgan Stanley
Morgan Stanley
New York
-$23.2M
5
SLF
Sun Life Financial
Ontario, Canada
-$8.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$39K +$32K +897 +395%
NWM
152
Northwest Wealth Management
Iowa
$35K +$35.8K +1,006 New
WF
153
WealthTrust Fairport
Ohio
$35K +$35.9K +1,008 New
AssetMark Inc
154
AssetMark Inc
California
$30K -$894K -25,098 -97%
VFA
155
Valeo Financial Advisors
Indiana
$30K – – –
RCAG
156
Rehmann Capital Advisory Group
Michigan
$28K +$29.1K +817 New
IUHSA
157
Itau Unibanco Holding S.A.
Brazil
$25K +$25.3K +709 New
GWM
158
Geneos Wealth Management
Colorado
$22K – – –
CFD
159
Creative Financial Designs
Indiana
$20K -$3.56K -100 -15%
JCM
160
Jacobi Capital Management
Pennsylvania
$18K +$18.8K +528 New
IWM
161
IHT Wealth Management
Illinois
$15K – – –
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
GT
163
Glenmede Trust
Pennsylvania
$9K – – –
ML
164
McAdam LLC
Pennsylvania
$8K +$7.95K +223 New
SF
165
Synovus Financial
Georgia
$7K +$7.13K +200 New
OIA
166
Optimum Investment Advisors
Illinois
$7K +$7.66K +215 New
WCM
167
Whitener Capital Management
North Carolina
$6K – – –
FGC
168
Financial Gravity Companies
Texas
$6K +$4.92K +138 +406%
FGAM
169
Financial Gravity Asset Management
Texas
$6K +$6.13K +172 New
CFA
170
Carroll Financial Associates
North Carolina
$6K +$6.59K +185 New
SFG
171
SevenBridge Financial Group
Pennsylvania
$5K -$19.5K -548 -78%
LWA
172
Lenox Wealth Advisors
New York
$5K +$4.74K +133 New
SFM
173
Signet Financial Management
New Jersey
$5K +$4.85K +136 New
RFA
174
Reilly Financial Advisors
California
$4K – – –
KTC
175
Kistler-Tiffany Companies
Pennsylvania
$4K +$4.35K +122 New
5 6
7
8 9

EWU Hedge Fund Activity: Q1 2018 in Review

185 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2018, worth a combined $1.15B — down 38% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EWU positions and 26 closed out — a net gain of 13 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $26.6M. The largest seller was Bank of America, cutting an estimated $623M.

  • 185 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2018, up from 174 in Q4 2017.
  • Funds reported $1.15B of iShares MSCI United Kingdom ETF stock for Q1 2018, down 38% quarter-over-quarter.
  • 39 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2018 and 26 closed out, a net change of +13 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2018 was Morningstar Investment Services, an estimated $26.6M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2018 was Bank of America, an estimated $623M sold.

Based on aggregated 13F filings for Q1 2018.