We are live on ! Find out more
EWUS icon

iShares MSCI United Kingdom Small-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3428 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$5.64M +$4.11M +89,203 +264%
SFFS
2
Stonehage Fleming Financial Services
Jersey
$3.88M
Jane Street
3
Jane Street
New York
$3.74M -$109K -2,365 -3%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$3.69M +$3.34M +72,508 +907%
SWA
5
Stratos Wealth Advisors
Ohio
$3.27M +$53.1K +1,152 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.36M +$2.34M +50,728 +7,373%
OMC
7
Old Mission Capital
Illinois
$2.27M -$221K -4,800 -9%
Citadel Advisors
8
Citadel Advisors
Florida
$2.15M -$1.87M -40,562 -46%
Morgan Stanley
9
Morgan Stanley
New York
$1.42M -$1.57M -34,052 -52%
CIM
10
Confluence Investment Management
Missouri
$1.42M +$972K +21,072 +214%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$1.17M -$64.7K -1,404 -5%
PPWM
12
PFG Private Wealth Management
Florida
$942K +$947K +20,538 New
Prudential Financial
13
Prudential Financial
New Jersey
$883K +$888K +19,262 New
CWM
14
Congress Wealth Management
Massachusetts
$749K +$754K +16,343 New
GIA
15
GHP Investment Advisors
Colorado
$349K +$74.3K +1,611 +27%
AC
16
Anson Capital
Georgia
$289K +$286K +6,201 New
LPL Financial
17
LPL Financial
California
$278K +$29.5K +639 +12%
SF
18
Synovus Financial
Georgia
$253K +$3.6K +78 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$162K
Citigroup
20
Citigroup
New York
$141K
BCPWM
21
Bradley & Co Private Wealth Management
Florida
$129K
Bank of America
22
Bank of America
North Carolina
$119K -$27.3K -591 -18%
BEI
23
Benjamin Edwards Inc
Missouri
$100K +$96.2K +2,086 +2,292%
UBS Group
24
UBS Group
Switzerland
$91K -$168K -3,646 -65%
RE
25
RBC Europe
United Kingdom
$26K

EWUS Hedge Fund Activity: Q4 2021 in Review

28 of the 6,498 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.