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iShares MSCI United Kingdom ETF

205 hedge funds and large institutions have $1.74B invested in iShares MSCI United Kingdom ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more capital invested

Capital invested by funds: $1.39B → $1.74B (+$346M)

22% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 55

7% more funds holding

Funds holding: 192205 (+13)

0.67% less ownership

Funds ownership: 67.04%66.37% (-0.67%)

10% less call options, than puts

Call options by funds: $73M | Put options by funds: $81.3M

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
41
Increased
67
Reduced
55
Closed
25
Calls
$73M
Puts
$81.3M
Net Calls
-$8.27M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$473M -$8.99M -276,435 -2%
Goldman Sachs
2
Goldman Sachs
New York
$132M +$15.1M +465,071 +14%
Morgan Stanley
3
Morgan Stanley
New York
$124M +$55M +1,689,701 +87%
BlackRock
4
BlackRock
New York
$91.6M +$15.9M +488,739 +22%
MIM
5
Morningstar Investment Management
Illinois
$80.2M +$8.37M +257,413 +12%
MIS
6
Morningstar Investment Services
Illinois
$78.7M -$2.54M -78,202 -3%
Wells Fargo
7
Wells Fargo
California
$54.5M +$1.94M +59,657 +4%
UBS Group
8
UBS Group
Switzerland
$49.9M +$21.3M +653,877 +81%
Victory Capital Management
9
Victory Capital Management
Texas
$48.4M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$42.7M +$13.1M +403,385 +48%
B
11
Barings
North Carolina
$31.2M +$29.4M +904,210 +8,612%
OMC
12
Old Mission Capital
Illinois
$24.4M +$20.3M +624,388 +686%
PAG
13
Pinnacle Advisory Group
Maryland
$24.2M +$11.6M +356,690 +101%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$22.5M +$18.6M +572,540 +653%
AA
15
ALPS Advisors
Colorado
$22.2M -$387K -11,900 -2%
UCFA
16
United Capital Financial Advisors
Texas
$18.3M +$12.5M +385,246 +255%
Stifel Financial
17
Stifel Financial
Missouri
$17.6M +$7.03M +215,948 +72%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.5M -$13.4M -410,531 -44%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$15.6M +$6M +184,274 +67%
CS
20
Credit Suisse
Switzerland
$15.5M +$11.8M +361,623 +388%
USAA
21
United Services Automobile Association
Texas
$14.6M
Calamos Advisors
22
Calamos Advisors
Illinois
$13.1M +$12.5M +385,000 New
GEM
23
Global Endowment Management
North Carolina
$12.9M +$9.63M +295,900 +365%
LPL Financial
24
LPL Financial
California
$12.1M -$809K -24,852 -7%
CCA
25
Catalyst Capital Advisors
New York
$11.9M -$56.5K -1,737 -0.5%

EWU Hedge Fund Activity: Q4 2019 in Review

205 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2019, worth a combined $1.74B — up 25% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EWU positions and 25 closed out — a net gain of 16 holders — while 67 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55M. The largest seller was Ameriprise, cutting an estimated $17.4M.

  • 205 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2019, up from 192 in Q3 2019.
  • Funds reported $1.74B of iShares MSCI United Kingdom ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 41 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2019 and 25 closed out, a net change of +16 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2019 was Morgan Stanley, an estimated $55M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2019 was Ameriprise, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2019.