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iShares MSCI United Kingdom ETF
EWU

175 hedge funds and large institutions have $1.21B invested in iShares MSCI United Kingdom ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

1.42% more ownership

Funds ownership: 66.37% → 67.79% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

15% less funds holding

Funds holding: 205 → 175 (-30)

30% less capital invested

Capital invested by funds: $1.74B → $1.21B (-$529M)

50% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 52

73% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $77.4M

Holders
175
Holders Change
-30
Holders Change %
-14.63%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
26
Increased
64
Reduced
56
Closed
52
Calls
$21.2M
Puts
$77.4M
Net Calls
-$56.2M
Net Calls Change
-$47.9M

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$78.4M
2
MIM
Morningstar Investment Management
Illinois
+$26M
3
Morgan Stanley
Morgan Stanley
New York
+$21.6M
4
Victory Capital Management
Victory Capital Management
Texas
+$16.9M
5
CS
Credit Suisse
Switzerland
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$79.6M
2
B
Barings
North Carolina
-$27.1M
3
OMC
Old Mission Capital
Illinois
-$16.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$15.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$15.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
176
Janus Henderson Group
United Kingdom
– -$15.6M -458,358 Closed
USAA
177
United Services Automobile Association
Texas
– -$14.6M -428,534 Closed
MAM
178
Madison Asset Management
Wisconsin
– -$8.69M -254,772 Closed
Hudson Bay Capital Management
179
Hudson Bay Capital Management
Connecticut
– -$7.34M -215,186 Closed
V
180
Veritable
Delaware
– -$5.14M -150,745 Closed
BGDI
181
BW Gestao de Investimentos
Brazil
– -$5.12M -150,000 Closed
MLM
182
Mount Lucas Management
Pennsylvania
– -$4.14M -121,507 Closed
MGWM
183
Marks Group Wealth Management
Minnesota
– -$4.1M -120,243 Closed
LCM
184
Landscape Capital Management
New Jersey
– -$2.81M -82,400 Closed
PAMU
185
Pictet Asset Management (UK)
United Kingdom
– -$1.81M -53,230 Closed
SSG
186
Summit Securities Group
New York
– -$1.59M -46,500 Closed
DAM
187
Deltec Asset Management
New York
– -$1.19M -35,000 Closed
SA
188
Sicart Associates
New York
– -$1.06M -31,220 Closed
MWM
189
Merriman Wealth Management
Washington
– -$1.02M -30,000 Closed
CRC
190
Curi RMB Capital
Illinois
– -$1.02M -29,800 Closed
ECM
191
ExodusPoint Capital Management
New York
– -$982K -28,785 Closed
5L
192
55I LLC
Massachusetts
– -$825K -24,189 Closed
Prudential Financial
193
Prudential Financial
New Jersey
– -$733K -21,491 Closed
CA
194
Commerzbank Aktiengesellschaft
Germany
– -$682K -20,000 Closed
BFO
195
Biltmore Family Office
North Carolina
– -$584K -17,123 Closed
X
196
Xponance
Pennsylvania
– -$538K -15,789 Closed
RFN
197
RDA Financial Network
Iowa
– -$488K -14,712 Closed
KWM
198
Keebeck Wealth Management
Illinois
– -$432K -12,677 Closed
CDH
199
Charles D. Hyman
– -$416K -12,188 Closed
IWC
200
Integrated Wealth Concepts
Massachusetts
– -$354K -10,382 Closed
6 7
8
9 10

EWU Hedge Fund Activity: Q1 2020 in Review

175 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2020, worth a combined $1.21B — down 30% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EWU and 26 opened new positions — a net loss of 26 holders — while 56 trimmed existing stakes and 64 added.

The largest buyer was Royal Bank of Canada, adding an estimated $78.4M. The largest seller was Bank of America, cutting an estimated $79.6M.

  • 175 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2020, down from 205 in Q4 2019.
  • Funds reported $1.21B of iShares MSCI United Kingdom ETF stock for Q1 2020, down 30% quarter-over-quarter.
  • 26 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2020 and 52 closed out, a net change of -26 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2020 was Royal Bank of Canada, an estimated $78.4M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2020 was Bank of America, an estimated $79.6M sold.

Based on aggregated 13F filings for Q1 2020.