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iShares MSCI Philippines ETF

85 hedge funds and large institutions have $230M invested in iShares MSCI Philippines ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

40% more capital invested

Capital invested by funds: $164M → $230M (+$66.3M)

16.88% more ownership

Funds ownership: 45.63%62.52% (+17%)

15% more funds holding

Funds holding: 7485 (+11)

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
15
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
51
Global Endowment Management
North Carolina
$382K
Goldman Sachs
52
Goldman Sachs
New York
$381K -$1.48M -38,914 -80%
IPC
53
Independent Portfolio Consultants
Florida
$368K -$451K -11,845 -55%
VAM
54
Visionary Asset Management
Texas
$347K +$345K +9,073 New
Citadel Advisors
55
Citadel Advisors
Florida
$346K +$64.1K +1,684 +23%
SG
56
Somerset Group
Minnesota
$319K
DHFB
57
Dixon Hubard Feinour & Brown
Virginia
$311K
PFS
58
Prospera Financial Services
Texas
$301K +$300K +7,871 New
Barclays
59
Barclays
United Kingdom
$276K -$60.8K -1,598 -18%
JP Morgan Chase
60
JP Morgan Chase
New York
$272K +$272K +7,137 New
LPL Financial
61
LPL Financial
California
$270K -$7.19K -189 -3%
BPC
62
Banque Pictet & Cie
Switzerland
$260K -$815K -21,400 -76%
BT
63
Beacon Trust
New Jersey
$252K +$251K +6,589 New
Stifel Financial
64
Stifel Financial
Missouri
$206K +$205K +5,387 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$203K -$714K -18,759 -78%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$203K
AP
67
Advisors Preferred
Maryland
$197K +$56.6K +1,486 +41%
SIA
68
SeaBridge Investment Advisors
New Jersey
$93K
GB
69
Gunma Bank
Japan
$76K
Credit Agricole
70
Credit Agricole
France
$67K -$54.8K -1,440 -45%
PI
71
Placemark Investments
Illinois
$62K +$63.3K +1,662 New
HIM
72
Hillsdale Investment Management
Ontario, Canada
$46K
TRCT
73
Tower Research Capital (TRC)
New York
$35K -$69.7K -1,832 -66%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$30K +$11.9K +312 +67%
NPC
75
National Planning Corporation
California
$20K +$19.8K +520 New

EPHE Hedge Fund Activity: Q4 2014 in Review

85 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q4 2014, worth a combined $230M — up 40% from $164M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EPHE positions and 14 closed out — a net gain of 12 holders — while 15 added to existing stakes and 28 trimmed.

The largest buyer was State of Tennessee, Department of Treasury, opening a new position worth an estimated $25.7M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $9.2M sold.

  • 85 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q4 2014, up from 74 in Q3 2014.
  • Funds reported $230M of iShares MSCI Philippines ETF stock for Q4 2014, up 40% quarter-over-quarter.
  • 26 funds opened new iShares MSCI Philippines ETF positions in Q4 2014 and 14 closed out, a net change of +12 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q4 2014 was State of Tennessee, Department of Treasury, an estimated $25.7M added.
  • The largest iShares MSCI Philippines ETF seller in Q4 2014 was BNP Paribas Financial Markets, an estimated $9.2M sold.

Based on aggregated 13F filings for Q4 2014.