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iShares MSCI Europe Small-Cap ETF
IEUS

26 hedge funds and large institutions have $19.5M invested in iShares MSCI Europe Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

84% more capital invested

Capital invested by funds: $10.6M → $19.5M (+$8.9M)

10.19% more ownership

Funds ownership: 14.66% → 24.86% (+10%)

8% more funds holding

Funds holding: 24 → 26 (+2)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LF
Lee Financial
Texas
+$3.76M
2
Bank of America
Bank of America
North Carolina
+$1.8M
3
BlackRock
BlackRock
New York
+$1.28M
4
FTUS
Flow Traders U.S.
New York
+$1.07M
5
Wells Fargo
Wells Fargo
California
+$1.07M

Top Sellers

1
Jane Street
Jane Street
New York
-$335K
2
UBS Group
UBS Group
Switzerland
-$299K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$230K
4
IWM
IHT Wealth Management
Illinois
-$159K
5
NFG
Next Financial Group
Texas
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1
Lee Financial
Texas
$4.31M +$3.76M +81,731 +916%
CC
2
Courier Capital
New York
$2.94M +$87.8K +1,910 +3%
Bank of America
3
Bank of America
North Carolina
$2.59M +$1.8M +39,277 +258%
KM
4
Kalos Management
Georgia
$1.69M +$9.33K +203 +0.6%
Wells Fargo
5
Wells Fargo
California
$1.58M +$1.07M +23,377 +238%
BlackRock
6
BlackRock
New York
$1.32M +$1.28M +27,759 New
UBS Group
7
UBS Group
Switzerland
$1.14M -$299K -6,499 -21%
FTUS
8
Flow Traders U.S.
New York
$1.11M +$1.07M +23,377 New
Morgan Stanley
9
Morgan Stanley
New York
$708K +$20.2K +440 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$673K +$365K +7,944 +128%
DIA
11
Dana Investment Advisors
Wisconsin
$245K – – –
SQA
12
Simon Quick Advisors
New Jersey
$229K +$221K +4,818 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$216K -$230K -5,007 -52%
BFO
14
Boston Family Office
Massachusetts
$209K +$202K +4,400 New
WIM
15
Westside Investment Management
California
$197K +$191K +4,150 New
VFA
16
Virtus Fund Advisers
Connecticut
$186K – – –
Creative Planning
17
Creative Planning
Kansas
$48K – – –
WPA
18
West Paces Advisors
Georgia
$39.5K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$38K – – –
AG
20
Advisor Group
Arizona
$8K – – –
SPIA
21
Steward Partners Investment Advisory
New York
$8K – – –
IA
22
IFP Advisors
Florida
$7K – – –
AA
23
AlphaMark Advisors
Kentucky
$5K +$4.59K +100 New
CDIA
24
Capital Directions Investment Advisors
Georgia
$3K – – –
IWM
25
IHT Wealth Management
Illinois
$1K -$159K -3,454 -99%
1
2

IEUS Hedge Fund Activity: Q1 2017 in Review

26 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Europe Small-Cap ETF (IEUS) for Q1 2017, worth a combined $19.5M — up 84% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IEUS positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Lee Financial, adding an estimated $3.76M. The largest seller was Jane Street, exiting entirely with an estimated $335K sold.

  • 26 institutional investors held iShares MSCI Europe Small-Cap ETF (IEUS) as of Q1 2017, up from 24 in Q4 2016.
  • Funds reported $19.5M of iShares MSCI Europe Small-Cap ETF stock for Q1 2017, up 84% quarter-over-quarter.
  • 6 funds opened new iShares MSCI Europe Small-Cap ETF positions in Q1 2017 and 2 closed out, a net change of +4 holders.
  • The largest iShares MSCI Europe Small-Cap ETF buyer in Q1 2017 was Lee Financial, an estimated $3.76M added.
  • The largest iShares MSCI Europe Small-Cap ETF seller in Q1 2017 was Jane Street, an estimated $335K sold.

Based on aggregated 13F filings for Q1 2017.