We are live on ! Find out more
EWU icon

iShares MSCI United Kingdom ETF
EWU

191 hedge funds and large institutions have $1.25B invested in iShares MSCI United Kingdom ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $7.4M | Put options by funds: $4.36M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

2% more funds holding

Funds holding: 188 → 191 (+3)

2.23% less ownership

Funds ownership: 66.37% → 64.14% (-2.2%)

9% less capital invested

Capital invested by funds: $1.37B → $1.25B (-$117M)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
55
Reduced
67
Closed
22
Calls
$7.4M
Puts
$4.36M
Net Calls
+$3.04M
Net Calls Change
+$1.97M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.1M
2
USAA
United Services Automobile Association
Texas
+$13.8M
3
FTUS
Flow Traders U.S.
New York
+$9.96M
4
Goldman Sachs
Goldman Sachs
New York
+$9.75M
5
B
Barings
North Carolina
+$7.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.8M
2
Citigroup
Citigroup
New York
-$26M
3
UCFA
United Capital Financial Advisors
Texas
-$25.5M
4
Bank of America
Bank of America
North Carolina
-$22.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
151
Picton Mahoney Asset Management
Ontario, Canada
$54K +$6.83K +200 +14%
LWM
152
Lenox Wealth Management
Ohio
$53K -$126K -3,678 -70%
TPWA
153
TRUE Private Wealth Advisors
Oregon
$49.8K +$49.9K +1,461 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$49K +$49.3K +1,442 New
WT
155
Whittier Trust
California
$40K +$40K +1,170 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$37K -$1.23K -36 -3%
RCAG
157
Rehmann Capital Advisory Group
Michigan
$36.9K +$4.68K +137 +14%
SPIA
158
Steward Partners Investment Advisory
New York
$35K – – –
NWM
159
Northwest Wealth Management
Iowa
$34K – – –
FHA
160
Flagship Harbor Advisors
Massachusetts
$34K +$1.54K +45 +5%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$137 +4 +0.5%
VFA
162
Valeo Financial Advisors
Indiana
$28K – – –
HFM
163
Hartford Financial Management
Connecticut
$22K – – –
HAM
164
Highstreet Asset Management
Ontario, Canada
$22K +$68 +2 +0.3%
GWM
165
Geneos Wealth Management
Colorado
$22K +$410 +12 +2%
PVH
166
Psagot Value Holdings
Israel
$20K -$462K -13,520 -96%
CFD
167
Creative Financial Designs
Indiana
$20K – – –
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$11K -$2.56K -75 -19%
WF
169
WealthTrust Fairport
Ohio
$10K -$24.1K -706 -70%
SFM
170
Signet Financial Management
New Jersey
$10K +$478 +14 +5%
ML
171
McAdam LLC
Pennsylvania
$8K – – –
AssetMark Inc
172
AssetMark Inc
California
$7K -$2.08K -61 -23%
OIA
173
Optimum Investment Advisors
Illinois
$7K – – –
SF
174
Synovus Financial
Georgia
$7K – – –
KTC
175
Kistler-Tiffany Companies
Pennsylvania
$7K +$376 +11 +6%
5 6
7
8 9

EWU Hedge Fund Activity: Q3 2018 in Review

191 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2018, worth a combined $1.25B — down 8.6% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EWU positions and 22 closed out — a net gain of 3 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $20.1M. The largest seller was Envestnet Asset Management, cutting an estimated $27.8M.

  • 191 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2018, up from 188 in Q2 2018.
  • Funds reported $1.25B of iShares MSCI United Kingdom ETF stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 25 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2018 and 22 closed out, a net change of +3 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2018 was Royal Bank of Canada, an estimated $20.1M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $27.8M sold.

Based on aggregated 13F filings for Q3 2018.