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iShares MSCI United Kingdom ETF

171 hedge funds and large institutions have $1.28B invested in iShares MSCI United Kingdom ETF in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $10.9M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

1% less funds holding

Funds holding: 172171 (-1)

9.73% less ownership

Funds ownership: 59.78%50.05% (-9.7%)

18% less capital invested

Capital invested by funds: $1.57B → $1.28B (-$283M)

Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
29
Increased
63
Reduced
45
Closed
28
Calls
$19.7M
Puts
$10.9M
Net Calls
+$8.76M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$423M -$96.5M -2,873,964 -18%
Goldman Sachs
2
Goldman Sachs
New York
$74.5M +$21M +624,723 +39%
BlackRock
3
BlackRock
New York
$64M -$63.5M -1,890,602 -50%
UBS Group
4
UBS Group
Switzerland
$54M +$17.7M +526,163 +48%
Morgan Stanley
5
Morgan Stanley
New York
$42.1M +$8.93M +265,716 +27%
PVH
6
Psagot Value Holdings
Israel
$39M +$2.65M +79,005 +7%
Wells Fargo
7
Wells Fargo
California
$37.9M -$28.2M -839,442 -42%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$37.8M +$5.31M +158,141 +16%
UCFA
9
United Capital Financial Advisors
Texas
$34.2M +$5.34M +158,855 +18%
Citigroup
10
Citigroup
New York
$30.5M +$3.82M +113,691 +14%
Ameriprise
11
Ameriprise
Minnesota
$29.7M +$16.1M +480,626 +118%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$28.7M +$10.5M +311,324 +57%
PAG
13
Pinnacle Advisory Group
Maryland
$25.5M +$1.49M +44,256 +6%
LPL Financial
14
LPL Financial
California
$25.3M +$12.6M +374,754 +98%
Capstone Investment Advisors
15
Capstone Investment Advisors
New York
$22.3M +$19M +565,824 +545%
XGI
16
XL Group Investments
Bermuda
$20.4M
HSBC Holdings
17
HSBC Holdings
United Kingdom
$10.7M -$202K -6,018 -2%
RBA
18
Richard Bernstein Advisors
New York
$10.7M +$10.7M +319,972 New
Allianz Asset Management
19
Allianz Asset Management
Germany
$10.6M +$4.17M +124,169 +64%
CIBC Asset Management
20
CIBC Asset Management
Ontario, Canada
$10.5M
FMLI
21
Fukoku Mutual Life Insurance
Japan
$10.2M
AAIM
22
American Assets Investment Management
California
$10M -$12.6M -375,000 -56%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$8.54M +$8.6M +256,083 New
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$8.28M -$3.99M -118,823 -32%
LMIM
25
Lockheed Martin Investment Management
Maryland
$7.94M -$773K -23,000 -9%

EWU Hedge Fund Activity: Q2 2017 in Review

171 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2017, worth a combined $1.28B — down 18% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EWU positions and 28 closed out — a net gain of 1 holder — while 63 added to existing stakes and 45 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $196M sold.

  • 171 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2017, down from 172 in Q1 2017.
  • Funds reported $1.28B of iShares MSCI United Kingdom ETF stock for Q2 2017, down 18% quarter-over-quarter.
  • 29 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2017 and 28 closed out, a net change of +1 holder.
  • The largest iShares MSCI United Kingdom ETF buyer in Q2 2017 was Goldman Sachs, an estimated $21M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q2 2017 was Windhaven Investment Management, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2017.