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iShares MSCI United Kingdom Small-Cap ETF

23 hedge funds and large institutions have $16M invested in iShares MSCI United Kingdom Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

214% more capital invested

Capital invested by funds: $5.09M → $16M (+$10.9M)

64% more funds holding

Funds holding: 1423 (+9)

13.61% more ownership

Funds ownership: 12.48%26.08% (+14%)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $40K

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
2
Reduced
5
Closed
1
Calls
Puts
$40K
Net Calls
-$40K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.89M +$3.74M +98,473 New
HFS
2
Hantz Financial Services
Michigan
$2.4M -$114K -3,007 -5%
PCA
3
Prosperity Capital Advisors
Ohio
$1.92M +$1.85M +48,683 New
FTUS
4
Flow Traders U.S.
New York
$1.55M +$1.49M +39,117 New
PCH
5
PGIM Custom Harvest
New Jersey
$1.33M -$54.4K -1,432 -4%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$797K +$749K +19,720 +7,250%
NA
7
NewEdge Advisors
Louisiana
$659K +$633K +16,677 New
LPL Financial
8
LPL Financial
California
$555K +$534K +14,053 New
Truist Financial
9
Truist Financial
North Carolina
$345K +$331K +8,720 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$335K +$322K +8,475 New
GIA
11
GHP Investment Advisors
Colorado
$307K
PFA
12
Petra Financial Advisors
Colorado
$303K -$287K -7,555 -50%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$297K +$285K +7,516 New
S
14
SignatureFD
Georgia
$248K
UBS Group
15
UBS Group
Switzerland
$228K +$167K +4,407 +326%
Stifel Financial
16
Stifel Financial
Missouri
$221K +$213K +5,600 New
SS
17
Sunbelt Securities
Texas
$179K +$172K +4,540 New
Franklin Resources
18
Franklin Resources
California
$171K
Osaic Holdings
19
Osaic Holdings
Arizona
$99.7K -$17.5K -460 -15%
Morgan Stanley
20
Morgan Stanley
New York
$76.8K -$81.1K -2,136 -52%
Bank of America
21
Bank of America
North Carolina
$37.9K +$36.4K +959 New
Citigroup
22
Citigroup
New York
$12.2K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.94K
Wells Fargo
24
Wells Fargo
California
$12 -$266 -7 Closed

EWUS Hedge Fund Activity: Q3 2024 in Review

23 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI United Kingdom Small-Cap ETF (EWUS) for Q3 2024, worth a combined $16M — up 214% from $5.09M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EWUS positions and 1 closed out — a net gain of 10 holders — while 2 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.74M. The largest seller was Petra Financial Advisors, cutting an estimated $287K.

  • 23 institutional investors held iShares MSCI United Kingdom Small-Cap ETF (EWUS) as of Q3 2024, up from 14 in Q2 2024.
  • Funds reported $16M of iShares MSCI United Kingdom Small-Cap ETF stock for Q3 2024, up 214% quarter-over-quarter.
  • 11 funds opened new iShares MSCI United Kingdom Small-Cap ETF positions in Q3 2024 and 1 closed out, a net change of +10 holders.
  • The largest iShares MSCI United Kingdom Small-Cap ETF buyer in Q3 2024 was Jane Street, an estimated $3.74M added.
  • The largest iShares MSCI United Kingdom Small-Cap ETF seller in Q3 2024 was Petra Financial Advisors, an estimated $287K sold.

Based on aggregated 13F filings for Q3 2024.