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iShares MSCI United Kingdom ETF

174 hedge funds and large institutions have $1.85B invested in iShares MSCI United Kingdom ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

5% more funds holding

Funds holding: 165174 (+9)

5.12% more ownership

Funds ownership: 66.8%71.92% (+5.1%)

3% more capital invested

Capital invested by funds: $1.8B → $1.85B (+$48.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

84% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $10.9M

Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
30
Increased
60
Reduced
52
Closed
20
Calls
$1.74M
Puts
$10.9M
Net Calls
-$9.13M
Net Calls Change
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.07B +$60.5M +1,730,727 +6%
Goldman Sachs
2
Goldman Sachs
New York
$86.6M +$1.38M +39,381 +2%
Morgan Stanley
3
Morgan Stanley
New York
$81.1M +$26.8M +766,423 +51%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$54.4M +$29M +830,350 +120%
Wells Fargo
5
Wells Fargo
California
$47.5M +$406K +11,609 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.3M -$4.25M -121,532 -12%
UCFA
7
United Capital Financial Advisors
Texas
$31.9M -$4.42M -126,489 -12%
UBS Group
8
UBS Group
Switzerland
$31.5M -$5.81M -166,277 -16%
BlackRock
9
BlackRock
New York
$25.8M -$32.9M -940,047 -57%
Bessemer Group
10
Bessemer Group
New Jersey
$22.6M +$2.45M +70,000 +13%
Citigroup
11
Citigroup
New York
$21M +$4.15M +118,730 +25%
AA
12
ALPS Advisors
Colorado
$17.2M +$16.8M +480,005 New
Ameriprise
13
Ameriprise
Minnesota
$15.2M -$5.84M -167,111 -28%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$13.5M +$2.27M +64,948 +21%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$11.3M
FMLI
16
Fukoku Mutual Life Insurance
Japan
$11M
HSBC Holdings
17
HSBC Holdings
United Kingdom
$10.8M -$915K -26,177 -8%
AAIM
18
American Assets Investment Management
California
$10.7M
WOA
19
Water Oak Advisors
Florida
$10.1M +$144K +4,113 +1%
HighTower Advisors
20
HighTower Advisors
Illinois
$9.33M +$571K +16,344 +7%
SLF
21
Sun Life Financial
Ontario, Canada
$9.21M -$19.2K -550 -0.2%
CCA
22
Catalyst Capital Advisors
New York
$8.73M +$1.71M +48,959 +25%
MRC
23
Millburn Ridgefield Corp
New York
$8.73M +$1.71M +48,959 +25%
Citadel Advisors
24
Citadel Advisors
Florida
$8M +$4.72M +134,901 +152%
LMIM
25
Lockheed Martin Investment Management
Maryland
$7.61M -$195K -5,590 -3%

EWU Hedge Fund Activity: Q4 2017 in Review

174 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2017, worth a combined $1.85B — up 2.7% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EWU positions and 20 closed out — a net gain of 10 holders — while 60 added to existing stakes and 52 trimmed.

The largest buyer was Bank of America, adding an estimated $60.5M. The largest seller was Psagot Value Holdings, cutting an estimated $39.3M.

  • 174 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2017, up from 165 in Q3 2017.
  • Funds reported $1.85B of iShares MSCI United Kingdom ETF stock for Q4 2017, up 2.7% quarter-over-quarter.
  • 30 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2017 and 20 closed out, a net change of +10 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2017 was Bank of America, an estimated $60.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2017 was Psagot Value Holdings, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2017.