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iShares MSCI United Kingdom ETF

184 hedge funds and large institutions have $1.67B invested in iShares MSCI United Kingdom ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

34% more capital invested

Capital invested by funds: $1.24B → $1.67B (+$423M)

18% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 50

14% more funds holding

Funds holding: 161184 (+23)

1.65% more ownership

Funds ownership: 56.86%58.52% (+1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less call options, than puts

Call options by funds: $38.5M | Put options by funds: $64.4M

Holders
184
Holders Change
+23
Holders Change %
+14.29%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
46
Increased
59
Reduced
50
Closed
22
Calls
$38.5M
Puts
$64.4M
Net Calls
-$25.9M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$337M -$12.2M -441,978 -4%
BlackRock
2
BlackRock
New York
$201M -$21.6M -782,947 -10%
Goldman Sachs
3
Goldman Sachs
New York
$149M +$7.78M +282,459 +6%
MIM
4
Morningstar Investment Management
Illinois
$95.7M -$1.86M -67,549 -2%
MIS
5
Morningstar Investment Services
Illinois
$85.4M -$916K -33,222 -1%
Citadel Advisors
6
Citadel Advisors
Florida
$78.5M +$73.2M +2,656,146 +11,156%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$72.3M +$68M +2,467,921 New
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$70.3M +$66.1M +2,400,000 New
UBS Group
9
UBS Group
Switzerland
$70.2M +$12M +435,834 +22%
Morgan Stanley
10
Morgan Stanley
New York
$54.3M -$8.3M -301,032 -14%
Ameriprise
11
Ameriprise
Minnesota
$49.2M +$4.45M +161,644 +11%
LPL Financial
12
LPL Financial
California
$34.1M -$1.96M -70,976 -6%
Wells Fargo
13
Wells Fargo
California
$29.3M -$1.73M -62,670 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$27.7M +$43.1K +1,564 +0.2%
MM
15
Main Management
California
$18.2M -$8.14M -295,402 -32%
AA
16
ALPS Advisors
Colorado
$17M -$67.2K -2,440 -0.4%
CS
17
Credit Suisse
Switzerland
$13.5M +$10.2M +368,933 +396%
VM
18
VPR Management
Texas
$13.3M +$5.1M +184,900 +69%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.9M +$7.08M +256,968 +139%
Calamos Advisors
20
Calamos Advisors
Illinois
$11.9M -$4.63M -168,000 -29%
BCI
21
Brinker Capital Investments
Pennsylvania
$11.2M -$58.5K -2,122 -0.6%
SW
22
SVB Wealth
Massachusetts
$9M +$2.63M +95,472 +45%
SLF
23
Sun Life Financial
Ontario, Canada
$8.4M +$758K +27,508 +11%
NVCHI
24
New Vernon Capital Holdings II
New Jersey
$8.21M +$5.21M +189,011 +207%
RG
25
Rathbones Group
United Kingdom
$7.47M +$240K +8,713 +4%

EWU Hedge Fund Activity: Q4 2020 in Review

184 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2020, worth a combined $1.67B — up 34% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EWU positions and 22 closed out — a net gain of 24 holders — while 59 added to existing stakes and 50 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.2M. The largest seller was BlackRock, cutting an estimated $21.6M.

  • 184 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2020, up from 161 in Q3 2020.
  • Funds reported $1.67B of iShares MSCI United Kingdom ETF stock for Q4 2020, up 34% quarter-over-quarter.
  • 46 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2020 and 22 closed out, a net change of +24 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2020 was Citadel Advisors, an estimated $73.2M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2020 was BlackRock, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2020.