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iShares MSCI Philippines ETF

52 hedge funds and large institutions have $112M invested in iShares MSCI Philippines ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.93% less ownership

Funds ownership: 79.23%74.3% (-4.9%)

7% less capital invested

Capital invested by funds: $120M → $112M (-$8.31M)

12% less funds holding

Funds holding: 5952 (-7)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
52
Holders Change
-7
Holders Change %
-11.86%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AFAM Capital
Texas
$246K -$3.21K -98 -1%
CLOS
27
Compagnie Lombard Odier SCmA
Switzerland
$233K +$27.2K +830 +12%
Renaissance Technologies
28
Renaissance Technologies
New York
$220K +$239K +7,300 New
GRP
29
Global Retirement Partners
California
$214K -$8.64K -264 -4%
Wells Fargo
30
Wells Fargo
California
$208K -$53.9K -1,645 -19%
Deutsche Bank
31
Deutsche Bank
Germany
$186K
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$151K +$164K +5,000 New
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$141K
Morgan Stanley
34
Morgan Stanley
New York
$139K -$156K -4,773 -51%
EDRH
35
Edmond de Rothschild Holding
Switzerland
$138K +$19.6K +600 +15%
Bank of America
36
Bank of America
North Carolina
$132K +$3.8K +116 +3%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$118K +$3.27K +100 +3%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$99K
IA
39
IFP Advisors
Florida
$80K -$19.4K -592 -18%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$76K -$270K -8,235 -77%
BA
41
Ballew Advisors
Mississippi
$72K -$13.4K -408 -15%
AG
42
Advisor Group
Arizona
$64K -$3.27K -100 -4%
FHA
43
Flagship Harbor Advisors
Massachusetts
$32K +$35.8K +1,094 New
OIA
44
OneDigital Investment Advisors
Kansas
$30K -$8.94K -273 -22%
WTC
45
WhitTier Trust Company
Nevada
$10K
CCM
46
Cribstone Capital Management
Maine
$6K +$7.04K +215 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.52K +138 New
AIM
48
Advantage Investment Management
Iowa
$3K
CF
49
Centaurus Financial
California
$3K +$3.6K +110 New
TFA
50
Transamerica Financial Advisors
Florida
$1K -$360 -11 -73%

EPHE Hedge Fund Activity: Q2 2018 in Review

52 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q2 2018, worth a combined $112M — down 6.9% from $120M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EPHE and 9 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $22.8M. The largest seller was University of Notre Dame du Lac, exiting entirely with an estimated $4.44M sold.

  • 52 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q2 2018, down from 59 in Q1 2018.
  • Funds reported $112M of iShares MSCI Philippines ETF stock for Q2 2018, down 6.9% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Philippines ETF positions in Q2 2018 and 16 closed out, a net change of -7 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q2 2018 was Varma Mutual Pension Insurance Co, an estimated $22.8M added.
  • The largest iShares MSCI Philippines ETF seller in Q2 2018 was University of Notre Dame du Lac, an estimated $4.44M sold.

Based on aggregated 13F filings for Q2 2018.