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iShares MSCI United Kingdom ETF
EWU

232 hedge funds and large institutions have $1.5B invested in iShares MSCI United Kingdom ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $1.42B → $1.5B (+$73.3M)

5% more funds holding

Funds holding: 221 → 232 (+11)

1.44% more ownership

Funds ownership: 53.86% → 55.31% (+1.4%)

24% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 86

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

60% less call options, than puts

Call options by funds: $8.3M | Put options by funds: $21M

Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
38
Increased
65
Reduced
86
Closed
24
Calls
$8.3M
Puts
$21M
Net Calls
-$12.7M
Net Calls Change
+$17.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$53.3M
2
Goldman Sachs
Goldman Sachs
New York
+$47.4M
3
MIS
Morningstar Investment Services
Illinois
+$44.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$13.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.74M

Top Sellers

1
Jane Street
Jane Street
New York
-$54.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$18.2M
3
CI
CX Institutional
Indiana
-$15.1M
4
BlackRock
BlackRock
New York
-$14.7M
5
OMC
Old Mission Capital
Illinois
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
201
IFP Advisors
Florida
$10.3K -$31.9K -1,000 -76%
TAM
202
Tucker Asset Management
Colorado
$9.25K – – –
CIA
203
Cape Investment Advisory
Georgia
$9.02K – – –
PWMG
204
Provence Wealth Management Group
California
$7.73K – – –
MSWM
205
McGlone Suttner Wealth Management
Wisconsin
$7.26K +$7.02K +220 New
SWM
206
Spire Wealth Management
Virginia
$6.46K -$15.9K -500 -71%
FIA
207
FNY Investment Advisers
New York
$6K +$6.38K +200 New
CWC
208
Carolinas Wealth Consulting
North Carolina
$5.25K – – –
CCM
209
Chilton Capital Management
Texas
$4.96K – – –
MSG
210
Main Street Group
Virginia
$4.3K +$4.15K +130 New
NB
211
NBT Bank
New York
$4.2K +$4.05K +127 New
IRC
212
Investors Research Corp
Georgia
$4K – – –
RP
213
Rice Partnership
Hawaii
$3.73K -$28.7K -900 -89%
ACA
214
American Capital Advisory
Idaho
$3.46K +$3.35K +105 New
PP
215
Pacifica Partners
Canada
$3.24K – – –
TVAMP
216
Tennessee Valley Asset Management Partners
Tennessee
$3.1K +$3K +94 New
C
217
Covestor
United Kingdom
$3K +$1.05K +33 +54%
LF
218
Lee Financial
Texas
$2.74K – – –
TRCT
219
Tower Research Capital (TRC)
New York
$2.51K -$44.2K -1,385 -95%
OP
220
ORG Partners
Indiana
$2.15K +$2.07K +65 New
NA
221
NewEdge Advisors
Louisiana
$1.98K – – –
ACA
222
Aptus Capital Advisors
Alabama
$1.88K +$1.82K +57 New
EWA
223
EverSource Wealth Advisors
Alabama
$1.62K – – –
CP
224
Castleview Partners
Texas
$1.55K – – –
AWM
225
AllSquare Wealth Management
New York
$1.26K – – –
7 8
9
10 11

EWU Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2023, worth a combined $1.5B — up 5.2% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EWU positions and 24 closed out — a net gain of 14 holders — while 65 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.3M. The largest seller was Jane Street, cutting an estimated $54.1M.

  • 232 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2023, up from 221 in Q3 2023.
  • Funds reported $1.5B of iShares MSCI United Kingdom ETF stock for Q4 2023, up 5.2% quarter-over-quarter.
  • 38 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2023 and 24 closed out, a net change of +14 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2023 was Morgan Stanley, an estimated $53.3M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2023 was Jane Street, an estimated $54.1M sold.

Based on aggregated 13F filings for Q4 2023.