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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
CG
176
Cutler Group
California
$3K -$166K -4,650 -98%
TFA
177
Transamerica Financial Advisors
Florida
$3K -$36 -1 -1%
BFEC
178
Benjamin F. Edwards & Company
Missouri
$2K – – –
PMFA
179
Plante Moran Financial Advisors
Michigan
$2K +$1.85K +52 New
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$1K -$6.56K -184 -89%
AWM
181
AllSquare Wealth Management
New York
$1K – – –
AF
182
Allworth Financial
California
$1K – – –
JFA
183
JNBA Financial Advisors
Minnesota
$1K – – –
VCM
184
Virtue Capital Management
Tennessee
$1K +$499 +14 New
Citadel Advisors
185
Citadel Advisors
Florida
– -$7.96M -223,384 Closed
RJFSA
186
Raymond James Financial Services Advisors
Florida
– -$1.81M -50,495 Closed
1CP
187
1607 Capital Partners
Virginia
– -$1.62M -45,345 Closed
GI
188
Glovista Investments
New Jersey
– -$1.52M -42,529 Closed
HWP
189
Hefty Wealth Partners
Indiana
– -$918K -25,638 Closed
Millennium Management
190
Millennium Management
New York
– -$548K -15,297 Closed
CT
191
CPF Texas
Texas
– -$530K -14,709 Closed
JG
192
Jefferies Group
New York
– -$477K -13,316 Closed
NA
193
NewEdge Advisors
Louisiana
– -$326K -8,955 Closed
Cerity Partners
194
Cerity Partners
New York
– -$319K -8,918 Closed
AWA
195
Arete Wealth Advisors
Illinois
– -$303K -8,462 Closed
CCM
196
Crabel Capital Management
California
– -$284K -7,940 Closed
PGA
197
Premia Global Advisors
Florida
– -$282K -7,905 Closed
OPWM
198
Oak Point Wealth Management
Michigan
– -$266K -7,410 Closed
Walleye Trading
199
Walleye Trading
New York
– -$240K -6,736 Closed
Simplex Trading
200
Simplex Trading
Illinois
– -$212K -5,938 Closed
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.