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iShares MSCI United Kingdom ETF

229 hedge funds and large institutions have $1.56B invested in iShares MSCI United Kingdom ETF in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 231229 (-2)

7% less ownership

Funds ownership: 61.1%54.1% (-7%)

22% less capital invested

Capital invested by funds: $2B → $1.56B (-$442M)

23% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 84

37% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $25.4M

Holders
229
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
42
Increased
65
Reduced
84
Closed
39
Calls
$16.1M
Puts
$25.4M
Net Calls
-$9.38M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$215M +$5.35M +161,849 +3%
Bank of America
2
Bank of America
North Carolina
$146M -$267M -8,089,561 -65%
MIS
3
Morningstar Investment Services
Illinois
$125M -$15.8K -478 -0%
Citigroup
4
Citigroup
New York
$115M -$26.2M -794,438 -19%
Morgan Stanley
5
Morgan Stanley
New York
$97.3M -$4.76M -143,975 -5%
UBS Group
6
UBS Group
Switzerland
$69.4M +$5.5M +166,571 +9%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$67.5M +$23.7K +717 +0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$44.2M +$661K +19,996 +2%
BlackRock
9
BlackRock
New York
$37.2M +$8.02M +242,723 +28%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$31.9M -$1.65M -49,995 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$30.3M -$13.8M -417,330 -31%
LPL Financial
12
LPL Financial
California
$25.5M -$36.6M -1,106,249 -59%
MFS
13
Mirabella Financial Services
United Kingdom
$23.5M +$23.4M +708,910 New
JP Morgan Chase
14
JP Morgan Chase
New York
$23.5M +$21.3M +645,939 +1,032%
Wells Fargo
15
Wells Fargo
California
$21.3M -$13.3M -401,260 -38%
Stifel Financial
16
Stifel Financial
Missouri
$20.8M -$143K -4,326 -0.7%
MM
17
Main Management
California
$20.8M -$276K -8,368 -1%
NW
18
NewEdge Wealth
Pennsylvania
$19.7M +$19.7M +595,188 New
PL
19
Polianta Ltd
Jersey
$18.2M +$919K +27,800 +5%
AA
20
ALPS Advisors
Colorado
$15.2M +$21.5K +650 +0.1%
VM
21
VPR Management
Texas
$15M
Ameriprise
22
Ameriprise
Minnesota
$13.1M -$34.3M -1,037,100 -77%
Optiver Holding
23
Optiver Holding
Netherlands
$12.6M +$12.6M +380,185 New
SLF
24
Sun Life Financial
Ontario, Canada
$9.4M -$47.9K -1,450 -0.5%
ICG
25
InterOcean Capital Group
Tennessee
$9.2M +$1.58M +47,690 +21%

EWU Hedge Fund Activity: Q4 2021 in Review

229 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q4 2021, worth a combined $1.56B — down 22% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EWU positions and 39 closed out — a net gain of 3 holders — while 65 added to existing stakes and 84 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $23.4M. The largest seller was Bank of America, cutting an estimated $267M.

  • 229 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q4 2021, down from 231 in Q3 2021.
  • Funds reported $1.56B of iShares MSCI United Kingdom ETF stock for Q4 2021, down 22% quarter-over-quarter.
  • 42 funds opened new iShares MSCI United Kingdom ETF positions in Q4 2021 and 39 closed out, a net change of +3 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q4 2021 was Mirabella Financial Services, an estimated $23.4M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q4 2021 was Bank of America, an estimated $267M sold.

Based on aggregated 13F filings for Q4 2021.