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iShares MSCI United Kingdom ETF

191 hedge funds and large institutions have $1.25B invested in iShares MSCI United Kingdom ETF in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $7.4M | Put options by funds: $4.36M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

2% more funds holding

Funds holding: 188191 (+3)

2.23% less ownership

Funds ownership: 66.37%64.14% (-2.2%)

9% less capital invested

Capital invested by funds: $1.37B → $1.25B (-$117M)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
4.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
55
Reduced
67
Closed
22
Calls
$7.4M
Puts
$4.36M
Net Calls
+$3.04M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$400M -$22.1M -646,808 -5%
Goldman Sachs
2
Goldman Sachs
New York
$94.8M +$9.75M +285,450 +11%
MIS
3
Morningstar Investment Services
Illinois
$62.6M +$6.01M +176,062 +11%
Wells Fargo
4
Wells Fargo
California
$51M +$3.93M +115,173 +8%
Morgan Stanley
5
Morgan Stanley
New York
$49.4M -$10M -294,083 -17%
UBS Group
6
UBS Group
Switzerland
$46M +$5.27M +154,233 +13%
Ameriprise
7
Ameriprise
Minnesota
$39.7M +$674K +19,734 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$39M +$20.1M +589,482 +107%
PAG
9
Pinnacle Advisory Group
Maryland
$25.2M -$6.49M -190,079 -20%
BlackRock
10
BlackRock
New York
$25.1M +$163K +4,782 +0.7%
Bessemer Group
11
Bessemer Group
New Jersey
$24.9M
AA
12
ALPS Advisors
Colorado
$21.2M +$266K +7,794 +1%
Hudson Bay Capital Management
13
Hudson Bay Capital Management
Connecticut
$16.9M -$6.66M -194,943 -28%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15.1M -$27.8M -814,129 -65%
USAA
15
United Services Automobile Association
Texas
$13.8M +$13.8M +403,710 New
LPL Financial
16
LPL Financial
California
$13.3M -$94.3K -2,761 -0.7%
B
17
Barings
North Carolina
$12.5M +$7.7M +225,387 +161%
HighTower Advisors
18
HighTower Advisors
Illinois
$11.3M +$222K +6,502 +2%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$10.9M +$184K +5,376 +2%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$10.7M +$917K +26,843 +9%
FMLI
21
Fukoku Mutual Life Insurance
Japan
$10.4M
AAIM
22
American Assets Investment Management
California
$10.3M
FTUS
23
Flow Traders U.S.
New York
$9.95M +$9.96M +291,688 New
CCA
24
Catalyst Capital Advisors
New York
$9.69M +$944K +27,644 +11%
MRC
25
Millburn Ridgefield Corp
New York
$9.69M +$944K +27,644 +11%

EWU Hedge Fund Activity: Q3 2018 in Review

191 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2018, worth a combined $1.25B — down 8.6% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EWU positions and 22 closed out — a net gain of 3 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $20.1M. The largest seller was Envestnet Asset Management, cutting an estimated $27.8M.

  • 191 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2018, up from 188 in Q2 2018.
  • Funds reported $1.25B of iShares MSCI United Kingdom ETF stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 25 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2018 and 22 closed out, a net change of +3 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2018 was Royal Bank of Canada, an estimated $20.1M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $27.8M sold.

Based on aggregated 13F filings for Q3 2018.