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iShares MSCI United Kingdom ETF

175 hedge funds and large institutions have $1.21B invested in iShares MSCI United Kingdom ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

1.42% more ownership

Funds ownership: 66.37%67.79% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

15% less funds holding

Funds holding: 205175 (-30)

30% less capital invested

Capital invested by funds: $1.74B → $1.21B (-$529M)

50% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 52

73% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $77.4M

Holders
175
Holders Change
-30
Holders Change %
-14.63%
% of All Funds
3.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
26
Increased
64
Reduced
56
Closed
52
Calls
$21.2M
Puts
$77.4M
Net Calls
-$56.2M
Net Calls Change
-$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$268M -$79.6M -2,658,949 -19%
Morgan Stanley
2
Morgan Stanley
New York
$104M +$21.6M +722,031 +20%
Goldman Sachs
3
Goldman Sachs
New York
$96.3M +$4.64M +155,148 +4%
MIM
4
Morningstar Investment Management
Illinois
$75.8M +$26M +867,685 +37%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$74.8M +$78.4M +2,619,632 +510%
MIS
6
Morningstar Investment Services
Illinois
$66M +$14.1M +469,640 +20%
BlackRock
7
BlackRock
New York
$59.7M -$5.59M -186,754 -7%
Victory Capital Management
8
Victory Capital Management
Texas
$47.4M +$16.9M +563,066 +40%
UBS Group
9
UBS Group
Switzerland
$39M +$5.03M +167,960 +11%
Wells Fargo
10
Wells Fargo
California
$33.1M -$6.32M -211,322 -13%
CS
11
Credit Suisse
Switzerland
$22.2M +$14.2M +473,518 +104%
Ameriprise
12
Ameriprise
Minnesota
$19.9M +$12.9M +432,545 +220%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$18M -$14.9M -498,564 -40%
AA
14
ALPS Advisors
Colorado
$17.7M +$2.69M +89,814 +14%
Calamos Advisors
15
Calamos Advisors
Illinois
$13.7M +$5.67M +189,500 +49%
Stifel Financial
16
Stifel Financial
Missouri
$11.4M -$1.19M -39,748 -8%
MM
17
Main Management
California
$10.9M +$3.82M +127,626 +39%
PAG
18
Pinnacle Advisory Group
Maryland
$10.9M -$7.59M -253,713 -36%
Citigroup
19
Citigroup
New York
$10.1M +$4.61M +154,033 +57%
LPL Financial
20
LPL Financial
California
$8.91M +$571K +19,081 +5%
CCA
21
Catalyst Capital Advisors
New York
$7.44M -$1.16M -38,791 -11%
MRC
22
Millburn Ridgefield Corp
New York
$7.44M -$1.16M -38,791 -11%
FTUS
23
Flow Traders U.S.
New York
$7.13M +$8.93M +298,481 New
JP Morgan Chase
24
JP Morgan Chase
New York
$6.39M +$1.13M +37,777 +16%
Citadel Advisors
25
Citadel Advisors
Florida
$6.33M +$7.94M +265,141 New

EWU Hedge Fund Activity: Q1 2020 in Review

175 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2020, worth a combined $1.21B — down 30% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of EWU and 26 opened new positions — a net loss of 26 holders — while 56 trimmed existing stakes and 64 added.

The largest buyer was Royal Bank of Canada, adding an estimated $78.4M. The largest seller was Bank of America, cutting an estimated $79.6M.

  • 175 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2020, down from 205 in Q4 2019.
  • Funds reported $1.21B of iShares MSCI United Kingdom ETF stock for Q1 2020, down 30% quarter-over-quarter.
  • 26 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2020 and 52 closed out, a net change of -26 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2020 was Royal Bank of Canada, an estimated $78.4M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2020 was Bank of America, an estimated $79.6M sold.

Based on aggregated 13F filings for Q1 2020.