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iShares MSCI United Kingdom ETF

216 hedge funds and large institutions have $1.58B invested in iShares MSCI United Kingdom ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

5% more capital invested

Capital invested by funds: $1.51B → $1.58B (+$69.1M)

0% more funds holding

Funds holding: 215216 (+1)

2.32% less ownership

Funds ownership: 58.09%55.77% (-2.3%)

15% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 71

29% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $18M

Holders
216
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
37
Increased
60
Reduced
71
Closed
31
Calls
$12.7M
Puts
$18M
Net Calls
-$5.29M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$327M +$17.9M +509,563 +6%
JP Morgan Chase
2
JP Morgan Chase
New York
$308M +$173M +4,909,107 +125%
Bank of America
3
Bank of America
North Carolina
$110M -$9.72M -276,332 -8%
Wells Fargo
4
Wells Fargo
California
$91.5M -$4.21M -119,632 -4%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$66.1M
Morgan Stanley
6
Morgan Stanley
New York
$58.2M -$11.5M -326,491 -16%
CCA
7
Catalyst Capital Advisors
New York
$54.2M
MRC
8
Millburn Ridgefield Corp
New York
$54.2M
UBS Group
9
UBS Group
Switzerland
$45.8M -$11.1M -315,594 -19%
PPFA
10
Provida Pension Fund Administrator
Chile
$44.1M +$44.5M +1,265,900 +13,948%
GIA
11
GHP Investment Advisors
Colorado
$21.7M +$1.1M +31,383 +5%
BC
12
Bricktown Capital
Michigan
$17.8M +$17.9M +509,644 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.5M -$8.44M -240,088 -37%
PL
14
Polianta Ltd
Jersey
$14.1M +$14.2M +405,100 New
Ameriprise
15
Ameriprise
Minnesota
$13.5M +$7.39M +210,232 +119%
PS
16
Principal Securities
Iowa
$13.2M -$472K -13,429 -3%
HighTower Advisors
17
HighTower Advisors
Illinois
$11.8M +$298K +8,474 +3%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$11.7M +$11.8M +335,312 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.3M -$26.5M -752,302 -70%
Vontobel Holding
20
Vontobel Holding
Switzerland
$11.1M -$1.79M -50,959 -14%
BlackRock
21
BlackRock
New York
$10.8M -$377K -10,704 -3%
Barclays
22
Barclays
United Kingdom
$10.1M -$808K -22,975 -7%
SLF
23
Sun Life Financial
Ontario, Canada
$9.57M
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$8.87M +$8.93M +253,977 New
RG
25
Rathbones Group
United Kingdom
$8.43M +$424K +12,055 +5%

EWU Hedge Fund Activity: Q2 2024 in Review

216 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q2 2024, worth a combined $1.58B — up 4.6% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EWU positions and 31 closed out — a net gain of 6 holders — while 60 added to existing stakes and 71 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $173M. The largest seller was Morningstar Investment Services, cutting an estimated $48.8M.

  • 216 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q2 2024, up from 215 in Q1 2024.
  • Funds reported $1.58B of iShares MSCI United Kingdom ETF stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 37 funds opened new iShares MSCI United Kingdom ETF positions in Q2 2024 and 31 closed out, a net change of +6 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $173M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q2 2024 was Morningstar Investment Services, an estimated $48.8M sold.

Based on aggregated 13F filings for Q2 2024.