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iShares MSCI United Kingdom ETF
EWU

188 hedge funds and large institutions have $1.37B invested in iShares MSCI United Kingdom ETF in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$216M)

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

7.97% more ownership

Funds ownership: 58.4% → 66.37% (+8%)

2% more funds holding

Funds holding: 185 → 188 (+3)

5% more call options, than puts

Call options by funds: $21.8M | Put options by funds: $20.7M

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
32
Increased
67
Reduced
48
Closed
28
Calls
$21.8M
Puts
$20.7M
Net Calls
+$1.07M
Net Calls Change
+$4.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42M
2
MIS
Morningstar Investment Services
Illinois
+$32.8M
3
PAG
Pinnacle Advisory Group
Maryland
+$32.5M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$20.8M
5
Ameriprise
Ameriprise
Minnesota
+$17.4M

Top Sellers

1
Squarepoint
Squarepoint
New York
-$10.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.72M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.59M
4
WOA
Water Oak Advisors
Florida
-$3.13M
5
Wells Fargo
Wells Fargo
California
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$431M -$2.2M -61,224 -0.5%
Goldman Sachs
2
Goldman Sachs
New York
$86.8M -$669K -18,590 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$60.6M +$4.63M +128,553 +8%
MIS
4
Morningstar Investment Services
Illinois
$57.7M +$32.8M +912,144 +122%
Wells Fargo
5
Wells Fargo
California
$47.9M -$2.33M -64,618 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$43.7M +$42M +1,166,511 +1,291%
UBS Group
7
UBS Group
Switzerland
$41.5M +$11.7M +326,048 +38%
Ameriprise
8
Ameriprise
Minnesota
$39.9M +$17.4M +482,570 +73%
UCFA
9
United Capital Financial Advisors
Texas
$34.2M +$2.99M +83,090 +9%
PAG
10
Pinnacle Advisory Group
Maryland
$32.3M +$32.5M +902,435 +3,285%
Citigroup
11
Citigroup
New York
$27.3M +$6.69M +185,867 +31%
BlackRock
12
BlackRock
New York
$25.4M +$2.77M +76,908 +12%
Bessemer Group
13
Bessemer Group
New Jersey
$25.4M – – –
Hudson Bay Capital Management
14
Hudson Bay Capital Management
Connecticut
$24M +$20.8M +578,250 +513%
AA
15
ALPS Advisors
Colorado
$21.4M +$4.81M +133,518 +28%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$19.2M -$1.51M -42,014 -7%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$17M +$2.4M +66,702 +16%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$16.1M +$16.7M +463,605 New
LPL Financial
19
LPL Financial
California
$13.6M +$5.55M +154,188 +65%
HighTower Advisors
20
HighTower Advisors
Illinois
$11.3M +$299K +8,299 +3%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$10.9M – – –
FMLI
22
Fukoku Mutual Life Insurance
Japan
$10.6M – – –
SLF
23
Sun Life Financial
Ontario, Canada
$10.4M +$10.5M +291,280 +3,210%
AAIM
24
American Assets Investment Management
California
$10.3M – – –
HSBC Holdings
25
HSBC Holdings
United Kingdom
$10M -$64.7K -1,798 -0.6%
1
2 3 4 5

EWU Hedge Fund Activity: Q2 2018 in Review

188 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2018, worth a combined $1.37B — up 19% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EWU positions and 28 closed out — a net gain of 4 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $42M. The largest seller was Squarepoint, exiting entirely with an estimated $10.9M sold.

  • 188 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2018, up from 185 in Q1 2018.
  • Funds reported $1.37B of iShares MSCI United Kingdom ETF stock for Q2 2018, up 19% quarter-over-quarter.
  • 32 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2018 and 28 closed out, a net change of +4 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $42M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q2 2018 was Squarepoint, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2018.