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iShares MSCI United Kingdom ETF

161 hedge funds and large institutions have $2.16B invested in iShares MSCI United Kingdom ETF in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

84% more capital invested

Capital invested by funds: $1.17B → $2.16B (+$983M)

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

7% more funds holding

Funds holding: 150161 (+11)

0.9% more ownership

Funds ownership: 28.75%29.66% (+0.9%)

98% less call options, than puts

Call options by funds: $36K | Put options by funds: $1.92M

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
34
Increased
68
Reduced
45
Closed
22
Calls
$36K
Puts
$1.92M
Net Calls
-$1.89M
Net Calls Change
-$503K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$616M -$11.3M -280,196 -2%
Bank of America
2
Bank of America
North Carolina
$136M +$18.4M +456,532 +16%
Wells Fargo
3
Wells Fargo
California
$136M -$260K -6,450 -0.2%
PVH
4
Psagot Value Holdings
Israel
$124M +$79.3M +1,967,640 +198%
USAA
5
United Services Automobile Association
Texas
$113M +$1.81K +45 +0%
H
6
Hexavest
Quebec, Canada
$76.5M +$12.8M +316,519 +21%
Morgan Stanley
7
Morgan Stanley
New York
$69.4M +$6.22M +154,323 +10%
Franklin Resources
8
Franklin Resources
California
$64.4M +$6.88M +170,839 +12%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$56.2M +$53.6M +1,330,814 +8,634%
U
10
UBS
Switzerland
$49.9M +$2.9M +71,863 +6%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$39.8M +$1.22M +30,179 +3%
EARNEST Partners
12
EARNEST Partners
Georgia
$35.3M +$34.1M +845,810 New
X
13
Xponance
Pennsylvania
$32.7M +$31.2M +773,346 New
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$32M +$21.2M +525,124 +217%
LPL Financial
15
LPL Financial
California
$29.3M +$111K +2,763 +0.4%
CC
16
Curian Capital
Colorado
$25.4M -$794K -19,715 -3%
RIG
17
RiverFront Investment Group
Virginia
$25.2M -$294K -7,308 -1%
PAG
18
Pinnacle Advisory Group
Maryland
$23.2M +$1.02M +25,379 +5%
BIM
19
BlackRock Investment Management
Delaware
$22.8M +$1.04M +25,922 +5%
SG Americas Securities
20
SG Americas Securities
New York
$22.7M +$10.7M +264,883 +95%
KIM
21
Karpus Investment Management
New York
$18.3M +$432K +10,725 +3%
1CP
22
1607 Capital Partners
Virginia
$18.3M +$11.8M +293,541 +202%
Goldman Sachs
23
Goldman Sachs
New York
$17.8M -$17.8M -440,649 -51%
CPO
24
Cerity Partners OCIO
New York
$15.9M +$1.12M +27,721 +8%
ACI
25
AMP Capital Investors
Australia
$15.3M +$5.97M +148,174 +67%

EWU Hedge Fund Activity: Q4 2013 in Review

161 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2013, worth a combined $2.16B — up 84% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EWU positions and 22 closed out — a net gain of 12 holders — while 68 added to existing stakes and 45 trimmed.

The largest buyer was Psagot Value Holdings, adding an estimated $79.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $18.4M sold.

  • 161 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $2.16B of iShares MSCI United Kingdom ETF stock for Q4 2013, up 84% quarter-over-quarter.
  • 34 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2013 and 22 closed out, a net change of +12 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2013 was Psagot Value Holdings, an estimated $79.3M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2013 was Flow Traders U.S., an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2013.