iShares MSCI United Kingdom Small-Cap ETF
EWUS
28 hedge funds and large institutions have $35.5M invested in iShares MSCI United Kingdom Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 9 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
4.53% more ownership
Funds ownership: 28.47% → 33% (+4.5%)
3% more capital invested
Capital invested by funds: $34.5M → $35.5M (+$1.02M)
18% less funds holding
Funds holding: 34 → 28 (-6)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$4.11M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$3.34M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.34M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$972K |
| 5 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$947K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$3.02M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.87M |
| 4 |
Morgan Stanley
New York
|
-$1.57M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$758K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $16K | – | – | – |
|
|
WT
27
Washington Trust
Westerly,
Rhode Island
| $10K | – | – | – |
|
28
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $7K | +$231 | +5 | +3% |
|
|
PCIG
29
Partners Capital Investment Group
Boston,
Massachusetts
| – | -$3.02M | -64,800 | Closed |
|
|
FTUS
30
Flow Traders U.S.
New York
| – | -$2.85M | -61,205 | Closed |
|
|
PF
31
Phoenix Financial
Givatayim,
Israel
| – | -$758K | -16,246 | Closed |
|
|
KPW
32
Kore Private Wealth
New York
| – | -$313K | -6,712 | Closed |
|
|
SLWA
33
San Luis Wealth Advisors
San Luis Obispo,
California
| – | -$307K | -6,573 | Closed |
|
|
JCM
34
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$23K | -500 | Closed |
|
|
HI
35
Harbour Investments
Madison,
Wisconsin
| – | -$18K | -385 | Closed |
|
36
William Blair & Company
Chicago,
Illinois
| – | -$1K | -15 | Closed |
|
EWUS Hedge Fund Activity: Q4 2021 in Review
28 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom Small-Cap ETF (EWUS) for Q4 2021, worth a combined $35.5M — up 3% from $34.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of EWUS and 4 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Stifel Financial, adding an estimated $4.11M. The largest seller was Partners Capital Investment Group, exiting entirely with an estimated $3.02M sold.
- 28 institutional investors held iShares MSCI United Kingdom Small-Cap ETF (EWUS) as of Q4 2021, down from 34 in Q3 2021.
- Funds reported $35.5M of iShares MSCI United Kingdom Small-Cap ETF stock for Q4 2021, up 3% quarter-over-quarter.
- 4 funds opened new iShares MSCI United Kingdom Small-Cap ETF positions in Q4 2021 and 9 closed out, a net change of -5 holders.
- The largest iShares MSCI United Kingdom Small-Cap ETF buyer in Q4 2021 was Stifel Financial, an estimated $4.11M added.
- The largest iShares MSCI United Kingdom Small-Cap ETF seller in Q4 2021 was Partners Capital Investment Group, an estimated $3.02M sold.
Based on aggregated 13F filings for Q4 2021.