We are live on ! Find out more
EWU icon

iShares MSCI United Kingdom ETF

218 hedge funds and large institutions have $2.14B invested in iShares MSCI United Kingdom ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

159% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 22

65% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 46

28% more capital invested

Capital invested by funds: $1.67B → $2.14B (+$470M)

18% more funds holding

Funds holding: 184218 (+34)

2.61% more ownership

Funds ownership: 58.52%61.13% (+2.6%)

28% less call options, than puts

Call options by funds: $46.5M | Put options by funds: $64.3M

Holders
218
Holders Change
+34
Holders Change %
+18.48%
% of All Funds
3.83%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.18%
New
57
Increased
76
Reduced
46
Closed
22
Calls
$46.5M
Puts
$64.3M
Net Calls
-$17.8M
Net Calls Change
+$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$373M +$12.7M +410,580 +4%
BlackRock
2
BlackRock
New York
$223M +$8.5M +275,686 +4%
Goldman Sachs
3
Goldman Sachs
New York
$190M +$30M +973,995 +19%
Morgan Stanley
4
Morgan Stanley
New York
$130M +$70.5M +2,286,392 +123%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$126M +$48.2M +1,561,932 +63%
MIM
6
Morningstar Investment Management
Illinois
$107M +$4.87M +158,072 +5%
UBS Group
7
UBS Group
Switzerland
$102M +$26.2M +851,182 +35%
MIS
8
Morningstar Investment Services
Illinois
$92.2M +$528K +17,111 +0.6%
LPL Financial
9
LPL Financial
California
$64.9M +$28M +908,974 +78%
Ameriprise
10
Ameriprise
Minnesota
$56.5M +$3.78M +122,621 +7%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$52.3M -$22.5M -728,464 -30%
Wells Fargo
12
Wells Fargo
California
$36.3M +$4.92M +159,423 +16%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$35.1M +$5.45M +176,676 +19%
JP Morgan Chase
14
JP Morgan Chase
New York
$34.8M +$33.8M +1,097,320 +7,467%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28.3M +$14.3M +462,777 +105%
MM
16
Main Management
California
$19.7M +$262K +8,489 +1%
SW
17
SVB Wealth
Massachusetts
$18.9M +$9.09M +294,868 +96%
Citadel Advisors
18
Citadel Advisors
Florida
$17.5M -$65.4M -2,119,555 -79%
NVCHI
19
New Vernon Capital Holdings II
New Jersey
$15.9M +$7.04M +228,335 +81%
Jane Street
20
Jane Street
New York
$14.8M +$8.84M +286,704 +153%
AA
21
ALPS Advisors
Colorado
$14.6M -$3.44M -111,469 -19%
VM
22
VPR Management
Texas
$14.2M
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$14.1M +$8.51M +275,846 +158%
CS
24
Credit Suisse
Switzerland
$13.4M -$1.08M -35,136 -8%
Calamos Advisors
25
Calamos Advisors
Illinois
$12.7M

EWU Hedge Fund Activity: Q1 2021 in Review

218 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q1 2021, worth a combined $2.14B — up 28% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EWU positions and 22 closed out — a net gain of 35 holders — while 76 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70.5M. The largest seller was Citadel Advisors, cutting an estimated $65.4M.

  • 218 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q1 2021, up from 184 in Q4 2020.
  • Funds reported $2.14B of iShares MSCI United Kingdom ETF stock for Q1 2021, up 28% quarter-over-quarter.
  • 57 funds opened new iShares MSCI United Kingdom ETF positions in Q1 2021 and 22 closed out, a net change of +35 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q1 2021 was Morgan Stanley, an estimated $70.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q1 2021 was Citadel Advisors, an estimated $65.4M sold.

Based on aggregated 13F filings for Q1 2021.