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iShares MSCI United Kingdom ETF

183 hedge funds and large institutions have $1.18B invested in iShares MSCI United Kingdom ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

4.64% more ownership

Funds ownership: 64.14%68.78% (+4.6%)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

4% less funds holding

Funds holding: 191183 (-8)

6% less capital invested

Capital invested by funds: $1.25B → $1.18B (-$69.3M)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

83% less call options, than puts

Call options by funds: $6.08M | Put options by funds: $34.8M

Holders
183
Holders Change
-8
Holders Change %
-4.19%
% of All Funds
4.08%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
33
Increased
60
Reduced
58
Closed
39
Calls
$6.08M
Puts
$34.8M
Net Calls
-$28.7M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$281M -$67.8M -2,152,326 -18%
Citadel Advisors
2
Citadel Advisors
Florida
$73.6M +$75.7M +2,403,956 +2,328%
Goldman Sachs
3
Goldman Sachs
New York
$69.6M -$12.9M -409,033 -15%
MIS
4
Morningstar Investment Services
Illinois
$63.9M +$10.7M +341,026 +19%
BlackRock
5
BlackRock
New York
$54.9M +$35.7M +1,132,710 +154%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$47.2M +$14.7M +465,170 +41%
Wells Fargo
7
Wells Fargo
California
$43.1M -$832K -26,407 -2%
USAA
8
United Services Automobile Association
Texas
$42M +$32.3M +1,026,930 +254%
UBS Group
9
UBS Group
Switzerland
$41.8M +$2.39M +75,816 +6%
Morgan Stanley
10
Morgan Stanley
New York
$35.1M -$7.89M -250,518 -17%
Ameriprise
11
Ameriprise
Minnesota
$35.1M +$1.07M +33,993 +3%
LPL Financial
12
LPL Financial
California
$32M +$22M +699,954 +180%
MIM
13
Morningstar Investment Management
Illinois
$31.2M +$33.4M +1,061,862 New
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$24.8M +$26.6M +845,416 New
AA
15
ALPS Advisors
Colorado
$19M +$808K +25,656 +4%
PAG
16
Pinnacle Advisory Group
Maryland
$16.7M -$5.4M -171,366 -23%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$14.4M +$1.52M +48,204 +11%
B
18
Barings
North Carolina
$14.3M +$3.8M +120,574 +33%
CS
19
Credit Suisse
Switzerland
$11.9M +$10.2M +324,170 +391%
MIH
20
Madison Investment Holdings
Wisconsin
$11.6M +$11.2M +356,871 +948%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$10.6M +$1.26M +40,036 +13%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$9.44M +$210K +6,674 +2%
FMLI
23
Fukoku Mutual Life Insurance
Japan
$8.98M
AAIM
24
American Assets Investment Management
California
$8.8M
CCA
25
Catalyst Capital Advisors
New York
$8.78M +$477K +15,158 +5%

EWU Hedge Fund Activity: Q4 2018 in Review

183 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2018, worth a combined $1.18B — down 5.5% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of EWU and 33 opened new positions — a net loss of 6 holders — while 58 trimmed existing stakes and 60 added.

The largest buyer was Citadel Advisors, adding an estimated $75.7M. The largest seller was Bank of America, cutting an estimated $67.8M.

  • 183 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2018, down from 191 in Q3 2018.
  • Funds reported $1.18B of iShares MSCI United Kingdom ETF stock for Q4 2018, down 5.5% quarter-over-quarter.
  • 33 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2018 and 39 closed out, a net change of -6 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2018 was Citadel Advisors, an estimated $75.7M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2018 was Bank of America, an estimated $67.8M sold.

Based on aggregated 13F filings for Q4 2018.