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iShares MSCI United Kingdom ETF

185 hedge funds and large institutions have $1.15B invested in iShares MSCI United Kingdom ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

6% more funds holding

Funds holding: 174185 (+11)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

13.52% less ownership

Funds ownership: 71.92%58.4% (-14%)

38% less capital invested

Capital invested by funds: $1.85B → $1.15B (-$694M)

47% less call options, than puts

Call options by funds: $3.79M | Put options by funds: $7.22M

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
60
Reduced
55
Closed
26
Calls
$3.79M
Puts
$7.22M
Net Calls
-$3.43M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$432M -$623M -17,472,053 -58%
Goldman Sachs
2
Goldman Sachs
New York
$87.3M +$3.35M +94,105 +4%
Morgan Stanley
3
Morgan Stanley
New York
$56.1M -$23.2M -651,744 -29%
Wells Fargo
4
Wells Fargo
California
$50.1M +$4.18M +117,422 +9%
UCFA
5
United Capital Financial Advisors
Texas
$31.3M +$312K +8,745 +1%
UBS Group
6
UBS Group
Switzerland
$30.1M -$497K -13,962 -2%
MIS
7
Morningstar Investment Services
Illinois
$26M +$26.6M +746,976 New
Bessemer Group
8
Bessemer Group
New Jersey
$25.4M +$3.56M +100,000 +16%
Ameriprise
9
Ameriprise
Minnesota
$23M +$8.4M +235,690 +55%
BlackRock
10
BlackRock
New York
$22.8M -$2.31M -64,970 -9%
Citigroup
11
Citigroup
New York
$20.8M +$448K +12,587 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.7M -$32.9M -924,606 -61%
AA
13
ALPS Advisors
Colorado
$16.7M +$50.4K +1,415 +0.3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$14.7M +$1.6M +45,045 +12%
HighTower Advisors
15
HighTower Advisors
Illinois
$11M +$2.02M +56,571 +22%
Squarepoint
16
Squarepoint
New York
$10.9M +$9.37M +262,884 +510%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$10.9M
FMLI
18
Fukoku Mutual Life Insurance
Japan
$10.6M
AAIM
19
American Assets Investment Management
California
$10.4M
WOA
20
Water Oak Advisors
Florida
$10.4M +$624K +17,522 +6%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$10.1M -$377K -10,584 -4%
CCA
22
Catalyst Capital Advisors
New York
$8.91M +$448K +12,584 +5%
MRC
23
Millburn Ridgefield Corp
New York
$8.91M +$448K +12,584 +5%
LPL Financial
24
LPL Financial
California
$8.27M +$3.75M +105,331 +79%
6M
25
6 Meridian
Kansas
$8.01M +$2M +56,228 +32%

EWU Hedge Fund Activity: Q1 2018 in Review

185 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2018, worth a combined $1.15B — down 38% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EWU positions and 26 closed out — a net gain of 13 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $26.6M. The largest seller was Bank of America, cutting an estimated $623M.

  • 185 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2018, up from 174 in Q4 2017.
  • Funds reported $1.15B of iShares MSCI United Kingdom ETF stock for Q1 2018, down 38% quarter-over-quarter.
  • 39 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2018 and 26 closed out, a net change of +13 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2018 was Morningstar Investment Services, an estimated $26.6M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2018 was Bank of America, an estimated $623M sold.

Based on aggregated 13F filings for Q1 2018.