We are live on ! Find out more
IEUS icon

iShares MSCI Europe Small-Cap ETF

37 hedge funds and large institutions have $70.9M invested in iShares MSCI Europe Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $64.7M → $70.9M (+$6.21M)

1.56% more ownership

Funds ownership: 37.75%39.31% (+1.6%)

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
17
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1
Lee Financial
Texas
$15.2M +$3.71M +65,869 +33%
Bank of America
2
Bank of America
North Carolina
$9.17M +$764K +13,558 +9%
X
3
Xponance
Pennsylvania
$5.24M -$5.18M -92,036 -52%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5M +$4.87M +86,487 New
Morgan Stanley
5
Morgan Stanley
New York
$4.47M +$1.05M +18,572 +32%
CC
6
Courier Capital
New York
$4.41M +$58.7K +1,042 +1%
Cerity Partners
7
Cerity Partners
New York
$4.19M -$364K -6,465 -8%
Wells Fargo
8
Wells Fargo
California
$4.15M +$238K +4,230 +6%
UBS Group
9
UBS Group
Switzerland
$3.17M +$1.03M +18,277 +50%
BlackRock
10
BlackRock
New York
$3M +$7.83K +139 +0.3%
IWM
11
IHT Wealth Management
Illinois
$2.17M +$235K +4,173 +13%
KM
12
Kalos Management
Georgia
$1.72M -$75.6K -1,342 -4%
LNC
13
Lincoln National Corp
Pennsylvania
$1.59M +$807K +14,325 +109%
RJA
14
Raymond James & Associates
Florida
$924K +$45K +799 +5%
LPL Financial
15
LPL Financial
California
$916K +$242K +4,290 +37%
SAM
16
Silvercrest Asset Management
New York
$833K +$811K +14,400 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$683K -$271K -4,813 -29%
CT
18
Cambridge Trust
Massachusetts
$683K +$5.97K +106 +0.9%
AG
19
Advisor Group
Arizona
$653K +$108K +1,921 +21%
BP
20
Ballentine Partners
Massachusetts
$431K
BWM
21
BigSur Wealth Management
Florida
$301K +$293K +5,195 New
BRWA
22
B. Riley Wealth Advisors
Florida
$281K +$45.2K +803 +20%
WIM
23
Westside Investment Management
California
$254K
EAM
24
Evanson Asset Management
California
$250K +$243K +4,320 New
JP Morgan Chase
25
JP Morgan Chase
New York
$234K

IEUS Hedge Fund Activity: Q4 2017 in Review

37 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Europe Small-Cap ETF (IEUS) for Q4 2017, worth a combined $70.9M — up 9.6% from $64.7M a quarter earlier.

Fund positioning in IEUS was balanced in Q4 2017: 8 funds opened new positions, 8 closed out, 17 added to existing stakes and 4 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $4.87M. The largest seller was Xponance, cutting an estimated $5.18M.

  • 37 institutional investors held iShares MSCI Europe Small-Cap ETF (IEUS) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $70.9M of iShares MSCI Europe Small-Cap ETF stock for Q4 2017, up 9.6% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Europe Small-Cap ETF positions in Q4 2017 and 8 closed out, a net change of 0 holders.
  • The largest iShares MSCI Europe Small-Cap ETF buyer in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $4.87M added.
  • The largest iShares MSCI Europe Small-Cap ETF seller in Q4 2017 was Xponance, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2017.