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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
15
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
X
Xponance
Pennsylvania
+$9.53M
2
LF
Lee Financial
Texas
+$4.53M
3
Cerity Partners
Cerity Partners
New York
+$4.26M
4
Jane Street
Jane Street
New York
+$1.75M
5
IWM
IHT Wealth Management
Illinois
+$1.75M

Top Sellers

1
DIA
Dana Investment Advisors
Wisconsin
-$281K
2
KM
Kalos Management
Georgia
-$224K
3
Creative Planning
Creative Planning
Kansas
-$53K
4
IA
IFP Advisors
Florida
-$2.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1
Lee Financial
Texas
$11.1M +$4.53M +83,867 +74%
X
2
Xponance
Pennsylvania
$9.92M +$9.53M +176,489 New
Bank of America
3
Bank of America
North Carolina
$8.15M +$893K +16,545 +13%
Cerity Partners
4
Cerity Partners
New York
$4.43M +$4.26M +78,856 New
CC
5
Courier Capital
New York
$4.23M +$3.56K +66 +0.1%
Wells Fargo
6
Wells Fargo
California
$3.8M +$211K +3,912 +6%
Morgan Stanley
7
Morgan Stanley
New York
$3.3M +$1.46M +26,982 +85%
BlackRock
8
BlackRock
New York
$2.91M +$1.35M +24,907 +93%
UBS Group
9
UBS Group
Switzerland
$2.05M +$34.4K +637 +2%
Jane Street
10
Jane Street
New York
$1.82M +$1.75M +32,455 New
IWM
11
IHT Wealth Management
Illinois
$1.81M +$1.75M +32,350 +92,429%
KM
12
Kalos Management
Georgia
$1.75M -$224K -4,151 -12%
FTUS
13
Flow Traders U.S.
New York
$1.08M +$1.04M +19,237 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$935K +$4.97K +92 +0.6%
RJA
15
Raymond James & Associates
Florida
$853K +$820K +15,176 New
GI
16
Glovista Investments
New Jersey
$761K +$733K +13,569 New
LNC
17
Lincoln National Corp
Pennsylvania
$740K +$6.8K +126 +1%
CT
18
Cambridge Trust
Massachusetts
$658K +$632K +11,702 New
LPL Financial
19
LPL Financial
California
$648K +$623K +11,537 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$609K +$5.45K +101 +0.9%
AG
21
Advisor Group
Arizona
$526K +$472K +8,734 +1,397%
SG
22
StoneX Group
New York
$513K +$17.8K +329 +4%
BP
23
Ballentine Partners
Massachusetts
$419K – – –
BFO
24
Boston Family Office
Massachusetts
$247K – – –
WIM
25
Westside Investment Management
California
$239K +$6.48K +120 +3%
1
2

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.