We are live on ! Find out more
EWU icon

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
1832 Asset Management
201
1832 Asset Management
Ontario, Canada
– -$347K -10,200 Closed
JWCA
202
J.W. Cole Advisors
Florida
– -$343K -10,057 Closed
NHC
203
Nicholas Hoffman & Company
Georgia
– -$341K -10,000 Closed
Cerity Partners
204
Cerity Partners
New York
– -$285K -8,351 Closed
PV
205
Private Vista
Illinois
– -$283K -8,300 Closed
HFM
206
Harvest Fund Management
China
– -$272K -8,030 Closed
CL
207
CSS LLC
Illinois
– -$264K -7,750 Closed
NFC
208
Northeast Financial Consultants
Connecticut
– -$256K -7,500 Closed
PA
209
Parkside Advisors
California
– -$254K -7,462 Closed
MCM
210
Monument Capital Management
Virginia
– -$252K -7,376 Closed
KM
211
Kalos Management
Georgia
– -$239K -7,015 Closed
B
212
Bailard
California
– -$231K -6,760 Closed
PGFC
213
Peapack-Gladstone Financial Corp
New Jersey
– -$225K -6,600 Closed
CG
214
Cutler Group
California
– -$193K -6,448 Closed
Truist Financial
215
Truist Financial
North Carolina
– -$219K -6,422 Closed
VC
216
Veracity Capital
Georgia
– -$211K -6,187 Closed
SC
217
Scotia Capital
Ontario, Canada
– -$208K -6,090 Closed
LWM
218
Lenox Wealth Management
Ohio
– -$90K -2,647 Closed
TRCT
219
Tower Research Capital (TRC)
New York
– -$88K -2,581 Closed
TI
220
tru Independence
Oregon
– -$51K -2,148 Closed
ACA
221
Atlas Capital Advisors
Wyoming
– -$62.7K -1,839 Closed
HIIFS
222
Harel Insurance Investments & Financial Services
Israel
– -$34K -998 Closed
IFWM
223
Institute for Wealth Management
Colorado
– -$13K -370 Closed
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
– -$12K -339 Closed
RIA
225
Realta Investment Advisors
Delaware
– -$8K -266 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.