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iShares MSCI United Kingdom ETF

231 hedge funds and large institutions have $2B invested in iShares MSCI United Kingdom ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 73

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.92% more ownership

Funds ownership: 59.19%61.1% (+1.9%)

3% less capital invested

Capital invested by funds: $2.07B → $2B (-$67.3M)

3% less funds holding

Funds holding: 239231 (-8)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

26% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $32.1M

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
4.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
31
Increased
86
Reduced
73
Closed
36
Calls
$23.9M
Puts
$32.1M
Net Calls
-$8.21M
Net Calls Change
-$5.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
176
Banque Cantonale Vaudoise
Switzerland
$152K -$43K -1,310 -22%
BEI
177
Benjamin Edwards Inc
Missouri
$132K -$3.81K -116 -3%
LB
178
Legacy Bridge
Iowa
$129K
IA
179
IFP Advisors
Florida
$120K -$2.6K -79 -2%
MLM
180
Mount Lucas Management
Pennsylvania
$119K -$6.24K -190 -5%
CG
181
Cutler Group
California
$117K -$27.1K -826 -18%
SWM
182
Spire Wealth Management
Virginia
$116K -$3.02K -92 -2%
CLOS
183
Compagnie Lombard Odier SCmA
Switzerland
$111K
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$89K +$11.2K +340 +14%
WPA
185
West Paces Advisors
Georgia
$76.6K
TLCM
186
Twin Lakes Capital Management
California
$68K +$69.5K +2,117 New
Fidelity Investments
187
Fidelity Investments
Massachusetts
$64K +$5.78K +176 +10%
RTL
188
Red Tortoise LLC
Georgia
$61K +$76.7K +2,336 New
HCP
189
Hexagon Capital Partners
Arkansas
$58K +$18K +547 +44%
JCM
190
Jacobi Capital Management
Pennsylvania
$52K
WT
191
Whittier Trust
California
$47K
CFGS
192
Concourse Financial Group Securities
Alabama
$46K
HWA
193
HHM Wealth Advisors
Tennessee
$42K
FWM
194
Focused Wealth Management
New York
$40K -$3.15K -96 -7%
US Bancorp
195
US Bancorp
Minnesota
$39K
BCPWM
196
Bradley & Co Private Wealth Management
Florida
$37K
EWM
197
Edge Wealth Management
New York
$32K
FGAM
198
Financial Gravity Asset Management
Texas
$32K
PA
199
Parallel Advisors
California
$32K
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$25K

EWU Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2021, worth a combined $2B — down 3.3% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EWU and 31 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 86 added.

The largest buyer was Polianta Ltd, opening a new position worth an estimated $17.2M. The largest seller was UBS Group, cutting an estimated $34.9M.

  • 231 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2021, down from 239 in Q2 2021.
  • Funds reported $2B of iShares MSCI United Kingdom ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 31 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2021 and 36 closed out, a net change of -5 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2021 was Polianta Ltd, an estimated $17.2M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2021 was UBS Group, an estimated $34.9M sold.

Based on aggregated 13F filings for Q3 2021.