iShares MSCI United Kingdom ETF
157 hedge funds and large institutions have $1.76B invested in iShares MSCI United Kingdom ETF in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 31 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 39
41% more capital invested
Capital invested by funds: $1.25B → $1.76B (+$514M)
4.25% more ownership
Funds ownership: 21.94% → 26.19% (+4.2%)
0% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 31
1% less funds holding
Funds holding: 158 → 157 (-1)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
95% less call options, than puts
Call options by funds: $387K | Put options by funds: $7.82M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$468M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$58.8M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$44M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$43.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$45.5M |
| 2 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$30.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$28.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.2M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$18.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
176
Aris Wealth Services
State College,
Pennsylvania
| – | -$204K | -5,656 | Closed |
|
|
BT
177
Beacon Trust
Morristown,
New Jersey
| – | -$199K | -5,512 | Closed |
|
|
WA
178
WFG Advisors
Dallas,
Texas
| – | -$66K | -1,826 | Closed |
|
|
NEAM
179
New England Asset Management
Farmington,
Connecticut
| – | -$25K | -700 | Closed |
|
180
Creative Planning
Overland Park,
Kansas
| – | -$23K | -635 | Closed |
|
181
US Bancorp
Minneapolis,
Minnesota
| – | -$23K | -627 | Closed |
|
|
BGIM
182
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$13K | -352 | Closed |
|
|
WP
183
WealthPLAN Partners
Omaha,
Nebraska
| – | -$9K | -244 | Closed |
|
|
HR
184
Howe & Rusling
Rochester,
New York
| – | -$7K | -193 | Closed |
|
|
TJHA
185
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$5K | -141 | Closed |
|
186
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -50 | Closed |
|
|
NMIS
187
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$1K | -30 | Closed |
|
EWU Hedge Fund Activity: Q2 2015 in Review
157 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2015, worth a combined $1.76B — up 41% from $1.25B a quarter earlier.
Fund positioning in EWU was balanced in Q2 2015: 31 funds opened new positions, 31 closed out, 65 added to existing stakes and 39 trimmed.
The largest buyer was Windhaven Investment Management, adding an estimated $468M. The largest seller was Psagot Value Holdings, cutting an estimated $45.5M.
- 157 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2015, down from 158 in Q1 2015.
- Funds reported $1.76B of iShares MSCI United Kingdom ETF stock for Q2 2015, up 41% quarter-over-quarter.
- 31 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2015 and 31 closed out, a net change of 0 holders.
- The largest iShares MSCI United Kingdom ETF buyer in Q2 2015 was Windhaven Investment Management, an estimated $468M added.
- The largest iShares MSCI United Kingdom ETF seller in Q2 2015 was Psagot Value Holdings, an estimated $45.5M sold.
Based on aggregated 13F filings for Q2 2015.