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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
FIA
201
FNY Investment Advisers
New York
$40K +$40.7K +1,229 New
US Bancorp
202
US Bancorp
Minnesota
$39K – – –
BCPWM
203
Bradley & Co Private Wealth Management
Florida
$38K – – –
EWA
204
Evolution Wealth Advisors
Florida
$38K +$24.8K +749 +176%
PA
205
Perennial Advisors
New York
$34K – – –
EWM
206
Edge Wealth Management
New York
$33K – – –
PA
207
Parallel Advisors
California
$33K – – –
FGAM
208
Financial Gravity Asset Management
Texas
$33K +$66 +2 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$26K – – –
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$24K +$24.7K +744 New
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$22K -$4.58K -138 -17%
CI
212
CX Institutional
Indiana
$21K -$4.93M -148,818 -100%
HFM
213
Hartford Financial Management
Connecticut
$21K – – –
EVM
214
Eaton Vance Management
Massachusetts
$19K -$6.07M -183,105 -100%
AII
215
AGF Investments Inc
Ontario, Canada
$14K +$14.1K +425 New
AWA
216
Arkadios Wealth Advisors
Georgia
$12K -$2.15K -65 -15%
AF
217
Advisornet Financial
Minnesota
$12K +$6.63K +200 +120%
APA
218
American Portfolios Advisors
New York
$11.6K -$13.4K -405 -53%
GWSG
219
GPS Wealth Strategies Group
Colorado
$11K – – –
TIM
220
Tortoise Investment Management
New York
$11K +$10.9K +330 New
HI
221
Harbour Investments
Wisconsin
$10K +$9.95K +300 New
TC
222
Trust Company
Kansas
$8K – – –
SPIA
223
Steward Partners Investment Advisory
New York
$7K -$2.19K -66 -23%
CWP
224
Concord Wealth Partners
Virginia
$7K – – –
TCWA
225
Ten Capital Wealth Advisors
Washington
$7K +$7.03K +212 New
7 8
9
10 11

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.