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iShares MSCI United Kingdom ETF
EWU

165 hedge funds and large institutions have $2.05B invested in iShares MSCI United Kingdom ETF in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

4% more funds holding

Funds holding: 159 → 165 (+6)

3.81% less ownership

Funds ownership: 28.29% → 24.47% (-3.8%)

15% less capital invested

Capital invested by funds: $2.4B → $2.05B (-$352M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

62% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $5.96M

Holders
165
Holders Change
+6
Holders Change %
+3.77%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
27
Increased
61
Reduced
51
Closed
20
Calls
$2.25M
Puts
$5.96M
Net Calls
-$3.71M
Net Calls Change
-$4.95M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$41M
2
MAA
Managed Account Advisors
New Jersey
+$23.6M
3
Bank of America
Bank of America
North Carolina
+$20.8M
4
SIA
Spruce Investment Advisors
Connecticut
+$17.7M
5
WF
WealthTrust Fairport
Ohio
+$10.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$124M
2
FTUS
Flow Traders U.S.
New York
-$115M
3
USAA
United Services Automobile Association
Texas
-$111M
4
CC
Curian Capital
Colorado
-$43.1M
5
X
Xponance
Pennsylvania
-$33.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$603M -$10.7M -250,855 -2%
Bank of America
2
Bank of America
North Carolina
$176M +$20.8M +485,965 +13%
Wells Fargo
3
Wells Fargo
California
$156M +$8.93M +208,630 +6%
PVH
4
Psagot Value Holdings
Israel
$140M +$9.54M +222,899 +7%
Franklin Resources
5
Franklin Resources
California
$107M +$41M +958,430 +60%
H
6
Hexavest
Quebec, Canada
$70.7M +$3.63M +84,920 +5%
CC
7
Curian Capital
Colorado
$58.6M -$43.1M -1,005,937 -42%
Morgan Stanley
8
Morgan Stanley
New York
$55.1M -$513K -11,990 -0.9%
U
9
UBS
Switzerland
$49.1M -$1.7M -39,775 -3%
MAA
10
Managed Account Advisors
New Jersey
$48M +$23.6M +550,540 +92%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$40.7M +$622K +14,541 +2%
EARNEST Partners
12
EARNEST Partners
Georgia
$36.2M +$82K +1,917 +0.2%
1CP
13
1607 Capital Partners
Virginia
$35.2M +$1.8M +41,950 +5%
RIG
14
RiverFront Investment Group
Virginia
$25.6M +$231K +5,401 +0.9%
WF
15
WealthTrust Fairport
Ohio
$25.4M +$10.2M +238,433 +64%
Citigroup
16
Citigroup
New York
$21.1M +$9.24M +215,972 +75%
BHB
17
Bank Hapoalim BM
Israel
$19.3M +$209K +4,880 +1%
Deutsche Bank
18
Deutsche Bank
Germany
$18.9M +$2.19M +51,184 +13%
CPO
19
Cerity Partners OCIO
New York
$17.6M +$493K +11,518 +3%
SIA
20
Spruce Investment Advisors
Connecticut
$17.3M +$17.7M +413,745 New
KIM
21
Karpus Investment Management
New York
$16.3M -$865K -20,219 -5%
Goldman Sachs
22
Goldman Sachs
New York
$14.6M -$124M -2,893,658 -89%
MIH
23
Madison Investment Holdings
Wisconsin
$14.3M +$2.81M +65,549 +24%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.9M +$2.36M +55,143 +20%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$13.6M -$3.94M -92,086 -22%
1
2 3 4 5

EWU Hedge Fund Activity: Q2 2014 in Review

165 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2014, worth a combined $2.05B — down 15% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EWU positions and 20 closed out — a net gain of 7 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Franklin Resources, adding an estimated $41M. The largest seller was Goldman Sachs, cutting an estimated $124M.

  • 165 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2014, up from 159 in Q1 2014.
  • Funds reported $2.05B of iShares MSCI United Kingdom ETF stock for Q2 2014, down 15% quarter-over-quarter.
  • 27 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2014 and 20 closed out, a net change of +7 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q2 2014 was Franklin Resources, an estimated $41M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q2 2014 was Goldman Sachs, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2014.