iShares MSCI Europe Small-Cap ETF
IEUS
37 hedge funds and large institutions have $64.7M invested in iShares MSCI Europe Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 2 closing their positions.
650% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 2
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
108% more capital invested
Capital invested by funds: $31M → $64.7M (+$33.7M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more funds holding
Funds holding: 29 → 37 (+8)
12.91% more ownership
Funds ownership: 24.84% → 37.75% (+13%)
Top Buyers
| 1 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$9.53M |
| 2 |
LF
Lee Financial
Dallas,
Texas
|
+$4.53M |
| 3 |
Cerity Partners
New York
|
+$4.26M |
| 4 |
Jane Street
New York
|
+$1.75M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.75M |
Top Sellers
| 1 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$281K |
| 2 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$224K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$53K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
26
B. Riley Wealth Advisors
Boca Raton,
Florida
| $228K | +$219K | +4,050 | New |
|
27
JP Morgan Chase
New York
| $225K | – | – | – |
|
|
VFA
28
Virtus Fund Advisers
Hartford,
Connecticut
| $220K | – | – | – |
|
|
SQA
29
Simon Quick Advisors
Morristown,
New Jersey
| $215K | – | – | – |
|
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $205K | +$197K | +3,644 | New |
|
|
WPA
31
West Paces Advisors
Atlanta,
Georgia
| $84.3K | +$16.2K | +300 | +25% |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $44K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $9K | – | – | – |
|
|
AA
34
AlphaMark Advisors
Ft. Wright,
Kentucky
| $6K | – | – | – |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| $5K | -$2.7K | -50 | -36% |
|
|
CDIA
36
Capital Directions Investment Advisors
Atlanta,
Georgia
| $3K | – | – | – |
|
|
DIA
37
Dana Investment Advisors
Waukesha,
Wisconsin
| – | -$281K | -5,401 | Closed |
|
|
38
Creative Planning
Overland Park,
Kansas
| – | -$53K | -1,009 | Closed |
|
IEUS Hedge Fund Activity: Q3 2017 in Review
37 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Europe Small-Cap ETF (IEUS) for Q3 2017, worth a combined $64.7M — up 108% from $31M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IEUS positions and 2 closed out — a net gain of 8 holders — while 15 added to existing stakes and 2 trimmed.
The largest buyer was Xponance, opening a new position worth an estimated $9.53M. The largest seller was Dana Investment Advisors, exiting entirely with an estimated $281K sold.
- 37 institutional investors held iShares MSCI Europe Small-Cap ETF (IEUS) as of Q3 2017, up from 29 in Q2 2017.
- Funds reported $64.7M of iShares MSCI Europe Small-Cap ETF stock for Q3 2017, up 108% quarter-over-quarter.
- 10 funds opened new iShares MSCI Europe Small-Cap ETF positions in Q3 2017 and 2 closed out, a net change of +8 holders.
- The largest iShares MSCI Europe Small-Cap ETF buyer in Q3 2017 was Xponance, an estimated $9.53M added.
- The largest iShares MSCI Europe Small-Cap ETF seller in Q3 2017 was Dana Investment Advisors, an estimated $281K sold.
Based on aggregated 13F filings for Q3 2017.