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iShares MSCI United Kingdom ETF

214 hedge funds and large institutions have $1.74B invested in iShares MSCI United Kingdom ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 61

10% more capital invested

Capital invested by funds: $1.58B → $1.74B (+$162M)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 216214 (-2)

4% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $16.5M

4.52% less ownership

Funds ownership: 55.77%51.25% (-4.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
61
Closed
28
Calls
$15.8M
Puts
$16.5M
Net Calls
-$657K
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
VAF
151
Values Added Financial
District of Columbia
$215K
OC
152
Oppenheimer & Co
New York
$212K +$206K +5,679 New
SAM
153
SP Asset Management
California
$210K +$203K +5,606 New
LCM
154
Lunt Capital Management
Utah
$204K +$198K +5,464 New
WSFS
155
Wilmington Savings Fund Society
Delaware
$201K +$195K +5,366 New
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$188K +$1.63K +45 +0.9%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$157K +$21.8K +602 +17%
NP
158
NorthRock Partners
Minnesota
$156K -$64.5K -1,777 -30%
LB
159
Legacy Bridge
Iowa
$150K
CFD
160
Creative Financial Designs
Indiana
$144K -$907 -25 -0.6%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$122K -$202K -5,574 -63%
GPFA
162
Game Plan Financial Advisors
Ohio
$113K +$110K +3,025 New
GRP
163
Global Retirement Partners
California
$112K
AA
164
AlphaCentric Advisors
Puerto Rico
$110K -$1.67K -46 -2%
PA
165
Parallel Advisors
California
$88.5K
VWM
166
Venturi Wealth Management
Texas
$84.2K -$871 -24 -1%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$78.7K +$3.85K +106 +5%
GWM
168
Geneos Wealth Management
Colorado
$74.7K +$19.8K +547 +38%
WT
169
Whittier Trust
California
$68.5K +$30.2K +832 +83%
TRCT
170
Tower Research Capital (TRC)
New York
$61.8K -$313K -8,638 -84%
CTC
171
Central Trust Company
Missouri
$61.7K
TLCM
172
Twin Lakes Capital Management
California
$56.5K
US Bancorp
173
US Bancorp
Minnesota
$54.1K +$4.21K +116 +9%
CSC
174
Caldwell Sutter Capital
California
$46.5K
SPIA
175
Steward Partners Investment Advisory
New York
$40.4K +$3.96K +109 +11%

EWU Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2024, worth a combined $1.74B — up 10% from $1.58B a quarter earlier.

Fund positioning in EWU was balanced in Q3 2024: 28 funds opened new positions, 28 closed out, 78 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Goldman Sachs, cutting an estimated $48.3M.

  • 214 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2024, down from 216 in Q2 2024.
  • Funds reported $1.74B of iShares MSCI United Kingdom ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 28 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2024 and 28 closed out, a net change of 0 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2024 was BlackRock, an estimated $72.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2024 was Goldman Sachs, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2024.