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iShares MSCI United Kingdom ETF
EWU

239 hedge funds and large institutions have $2.07B invested in iShares MSCI United Kingdom ETF in 2021 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 65

10% more funds holding

Funds holding: 218 → 239 (+21)

3% less capital invested

Capital invested by funds: $2.14B → $2.07B (-$65.6M)

1.94% less ownership

Funds ownership: 61.13% → 59.19% (-1.9%)

15% less call options, than puts

Call options by funds: $14M | Put options by funds: $16.5M

40% less funds holding in top 10

Funds holding in top 10: 10 → 6 (-4)

Holders
239
Holders Change
+21
Holders Change %
+9.63%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
52
Increased
85
Reduced
65
Closed
29
Calls
$14M
Puts
$16.5M
Net Calls
-$2.48M
Net Calls Change
+$15.3M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$133M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$63.8M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$25.5M
4
MIS
Morningstar Investment Services
Illinois
+$24M
5
OMC
Old Mission Capital
Illinois
+$16.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$187M
2
MIM
Morningstar Investment Management
Illinois
-$107M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$59.3M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$52.3M
5
Morgan Stanley
Morgan Stanley
New York
-$35.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
176
Optimum Investment Advisors
Illinois
$180K -$16.6K -500 -8%
AP
177
Arlington Partners
Alabama
$180K +$98.1K +2,960 +117%
Vontobel Holding
178
Vontobel Holding
Switzerland
$175K +$178K +5,362 New
TFGT
179
TS Financial Group (TSFG)
Illinois
$174K +$172K +5,196 +4,330%
TRCT
180
Tower Research Capital (TRC)
New York
$157K +$159K +4,802 New
CG
181
Cutler Group
California
$146K +$148K +4,471 New
BEI
182
Benjamin Edwards Inc
Missouri
$137K +$139K +4,201 New
LB
183
Legacy Bridge
Iowa
$131K – – –
MLM
184
Mount Lucas Management
Pennsylvania
$127K -$30.2K -910 -19%
IA
185
IFP Advisors
Florida
$121K -$464 -14 -0.4%
SWM
186
Spire Wealth Management
Virginia
$120K +$1.52K +46 +1%
CLOS
187
Compagnie Lombard Odier SCmA
Switzerland
$114K +$115K +3,469 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$101K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$99K +$78.4K +2,366 +381%
AIG
190
American International Group
New York
$98.1K – – –
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$80K +$33 +1 +0%
WPA
192
West Paces Advisors
Georgia
$77.7K – – –
Fidelity Investments
193
Fidelity Investments
Massachusetts
$59K +$3.12K +94 +6%
JCM
194
Jacobi Capital Management
Pennsylvania
$53K +$20.8K +627 +63%
TI
195
tru Independence
Oregon
$51K +$52.1K +1,572 New
WT
196
Whittier Trust
California
$48K +$48.5K +1,464 New
CFGS
197
Concourse Financial Group Securities
Alabama
$47K +$298 +9 +0.6%
FWM
198
Focused Wealth Management
New York
$44K -$2.59K -78 -5%
HWA
199
HHM Wealth Advisors
Tennessee
$43K – – –
HCP
200
Hexagon Capital Partners
Arkansas
$41K – – –
6 7
8
9 10

EWU Hedge Fund Activity: Q2 2021 in Review

239 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2021, worth a combined $2.07B — down 3.1% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EWU positions and 29 closed out — a net gain of 23 holders — while 85 added to existing stakes and 65 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was BlackRock, cutting an estimated $187M.

  • 239 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2021, up from 218 in Q1 2021.
  • Funds reported $2.07B of iShares MSCI United Kingdom ETF stock for Q2 2021, down 3.1% quarter-over-quarter.
  • 52 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2021 and 29 closed out, a net change of +23 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q2 2021 was Citigroup, an estimated $133M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q2 2021 was BlackRock, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2021.