We are live on ! Find out more
EWU icon

iShares MSCI United Kingdom ETF

214 hedge funds and large institutions have $1.74B invested in iShares MSCI United Kingdom ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 61

10% more capital invested

Capital invested by funds: $1.58B → $1.74B (+$162M)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1% less funds holding

Funds holding: 216214 (-2)

4% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $16.5M

4.52% less ownership

Funds ownership: 55.77%51.25% (-4.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
214
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
61
Closed
28
Calls
$15.8M
Puts
$16.5M
Net Calls
-$657K
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$301M -$48.3M -1,329,851 -14%
JP Morgan Chase
2
JP Morgan Chase
New York
$300M -$29.2M -805,165 -9%
Bank of America
3
Bank of America
North Carolina
$116M -$2.68M -73,837 -2%
PPFA
4
Provida Pension Fund Administrator
Chile
$113M +$63.7M +1,754,640 +138%
Wells Fargo
5
Wells Fargo
California
$95.7M -$2.4M -66,120 -3%
BlackRock
6
BlackRock
New York
$86.4M +$72.5M +1,998,848 +644%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$71.3M
Morgan Stanley
8
Morgan Stanley
New York
$70.7M +$8.09M +222,864 +13%
CCA
9
Catalyst Capital Advisors
New York
$62.8M +$4.51M +124,428 +8%
MRC
10
Millburn Ridgefield Corp
New York
$62.8M +$4.51M +124,428 +8%
UBS Group
11
UBS Group
Switzerland
$44.1M -$4.92M -135,570 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.4M +$839K +23,115 +6%
Ameriprise
13
Ameriprise
Minnesota
$15.4M +$861K +23,739 +6%
PS
14
Principal Securities
Iowa
$15M +$721K +19,877 +5%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$13M +$462K +12,737 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$12.9M +$197K +5,426 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.4M +$290K +7,986 +2%
Citigroup
18
Citigroup
New York
$12.2M +$8.32M +229,244 +237%
PL
19
Polianta Ltd
Jersey
$12.1M -$2.96M -81,600 -20%
Vontobel Holding
20
Vontobel Holding
Switzerland
$11.5M -$349K -9,621 -3%
SLF
21
Sun Life Financial
Ontario, Canada
$10.3M
GIA
22
GHP Investment Advisors
Colorado
$9.98M -$12.9M -355,489 -57%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$9.33M -$178K -4,919 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$9.27M +$8.99M +247,738 New
RG
25
Rathbones Group
United Kingdom
$9.19M +$148K +4,068 +2%

EWU Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom ETF (EWU) for Q3 2024, worth a combined $1.74B — up 10% from $1.58B a quarter earlier.

Fund positioning in EWU was balanced in Q3 2024: 28 funds opened new positions, 28 closed out, 78 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $72.5M. The largest seller was Goldman Sachs, cutting an estimated $48.3M.

  • 214 institutional investors held iShares MSCI United Kingdom ETF (EWU) as of Q3 2024, down from 216 in Q2 2024.
  • Funds reported $1.74B of iShares MSCI United Kingdom ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 28 funds opened new iShares MSCI United Kingdom ETF positions in Q3 2024 and 28 closed out, a net change of 0 holders.
  • The largest iShares MSCI United Kingdom ETF buyer in Q3 2024 was BlackRock, an estimated $72.5M added.
  • The largest iShares MSCI United Kingdom ETF seller in Q3 2024 was Goldman Sachs, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2024.