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iShares MSCI Philippines ETF

77 hedge funds and large institutions have $174M invested in iShares MSCI Philippines ETF in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

10% more funds holding

Funds holding: 7077 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $192M → $174M (-$17.5M)

13.6% less ownership

Funds ownership: 82.32%68.72% (-14%)

68% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 28

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
9
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$284K +$294K +8,428 New
SG
52
Somerset Group
Minnesota
$240K -$3.52K -101 -1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$128K
EDRH
54
Edmond de Rothschild Holding
Switzerland
$115K -$36.6K -1,050 -24%
TRCT
55
Tower Research Capital (TRC)
New York
$97K -$64.9K -1,861 -39%
USGIU
56
U.S. Global Investors (USGI)
Texas
$84K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$55K +$35 +1 +0.1%
CG
58
Colony Group
Massachusetts
$49K
HIIFS
59
Harel Insurance Investments & Financial Services
Israel
$37K +$38.5K +1,103 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$21K
MLIC
61
Mandatum Life Insurance Company
Finland
$16K +$16.4K +470 New
MWP
62
MYCIO Wealth Partners
Pennsylvania
$16K +$16.5K +473 New
MFS
63
MSI Financial Services
Massachusetts
$15K -$3.14K -90 -17%
AFP
64
Ausdal Financial Partners
Iowa
$15K +$15.9K +455 New
WTC
65
WhitTier Trust Company
Nevada
$11K
Barclays
66
Barclays
United Kingdom
$8K
FHA
67
First Horizon Advisors
Tennessee
$6K
AIG
68
American International Group
New York
$5K
IA
69
IFP Advisors
Florida
$5K +$5.44K +156 New
NFG
70
Next Financial Group
Texas
$2K
BCI
71
Brinker Capital Investments
Pennsylvania
$2K +$2.48K +71 New
ADL
72
Asset Dedication LLC
California
$2K +$2.54K +73 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 -$2.47M -70,949 -100%
ED
74
Exane Derivatives
France
-$15.4M -446,400 Closed
NFA
75
Nationwide Fund Advisors
Ohio
-$1.03M -30,000 Closed

EPHE Hedge Fund Activity: Q4 2015 in Review

77 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q4 2015, worth a combined $174M — down 9.1% from $192M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EPHE positions and 9 closed out — a net gain of 7 holders — while 9 added to existing stakes and 28 trimmed.

The largest buyer was Glovista Investments, opening a new position worth an estimated $9.83M. The largest seller was Exane Derivatives, exiting entirely with an estimated $15.4M sold.

  • 77 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q4 2015, up from 70 in Q3 2015.
  • Funds reported $174M of iShares MSCI Philippines ETF stock for Q4 2015, down 9.1% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Philippines ETF positions in Q4 2015 and 9 closed out, a net change of +7 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q4 2015 was Glovista Investments, an estimated $9.83M added.
  • The largest iShares MSCI Philippines ETF seller in Q4 2015 was Exane Derivatives, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2015.