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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
CFA
176
Carroll Financial Associates
North Carolina
$6K – – –
Walleye Trading
177
Walleye Trading
New York
$6K +$5.67K +166 New
APA
178
American Portfolios Advisors
New York
$5.8K – – –
LWA
179
Lenox Wealth Advisors
New York
$5K – – –
RFA
180
Reilly Financial Advisors
California
$4K – – –
SFG
181
SevenBridge Financial Group
Pennsylvania
$3K -$2.53K -74 -49%
KL
182
KWMG LLC
Kansas
$3K – – –
FHB
183
First Hawaiian Bank
Hawaii
$3K +$2.94K +86 New
BFEC
184
Benjamin F. Edwards & Company
Missouri
$2K – – –
IAS
185
IMA Advisory Services
Colorado
$2K – – –
CWA
186
Clarus Wealth Advisors
Arizona
$2K +$2.32K +68 New
CAG
187
Csenge Advisory Group
Florida
$1K -$216K -6,314 -99%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$1K -$65.2K -1,908 -98%
AWM
189
AllSquare Wealth Management
New York
$1K – – –
AF
190
Allworth Financial
California
$1K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$1K – – –
Baird Financial Group
192
Baird Financial Group
Wisconsin
– -$16.1M -463,605 Closed
GI
193
Glovista Investments
New Jersey
– -$8.8M -252,735 Closed
MLM
194
Mount Lucas Management
Pennsylvania
– -$4.94M -142,151 Closed
CWM
195
Cornerstone Wealth Management
Missouri
– -$3.29M -113,180 Closed
FAAS
196
First Allied Advisory Services
California
– -$3.34M -96,002 Closed
CCMG
197
Clark Capital Management Group
Pennsylvania
– -$3.07M -88,341 Closed
CM
198
Columbus Macro
Pennsylvania
– -$2.99M -85,970 Closed
PP
199
Prudential plc
United Kingdom
– -$2.29M -65,955 Closed
Natixis Advisors
200
Natixis Advisors
Massachusetts
– -$1.16M -33,233 Closed
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.