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iShares MSCI Philippines ETF

78 hedge funds and large institutions have $254M invested in iShares MSCI Philippines ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

36% more capital invested

Capital invested by funds: $187M → $254M (+$67.3M)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

12.06% more ownership

Funds ownership: 60.96%73.02% (+12%)

11% more funds holding

Funds holding: 7078 (+8)

19% less call options, than puts

Call options by funds: $239K | Put options by funds: $294K

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
24
Increased
25
Reduced
21
Closed
15
Calls
$239K
Puts
$294K
Net Calls
-$55K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$290K +$49.7K +1,342 +22%
SG
52
Somerset Group
Minnesota
$267K -$11.4K -307 -4%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$234K +$80.3K +2,169 +57%
Bank of America
54
Bank of America
North Carolina
$229K -$2.79M -75,304 -93%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$226K -$45.8K -1,239 -18%
RCAG
56
Rehmann Capital Advisory Group
Michigan
$224K +$211K +5,707 New
EDRH
57
Edmond de Rothschild Holding
Switzerland
$95K -$37K -1,000 -29%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93K -$12.3K -332 -12%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$89K +$33.9K +917 +67%
AP
60
Advisors Preferred
Maryland
$79K +$74.4K +2,011 New
HIIFS
61
Harel Insurance Investments & Financial Services
Israel
$51K +$48.2K +1,303 New
TRCT
62
Tower Research Capital (TRC)
New York
$34K -$135K -3,638 -81%
CCA
63
Checchi Capital Advisers
California
$33K +$9.21K +249 +42%
MWP
64
MYCIO Wealth Partners
Pennsylvania
$19K
IPC
65
Independent Portfolio Consultants
Florida
$17K +$16.5K +445 New
WTC
66
WhitTier Trust Company
Nevada
$13K
AG
67
Advisor Group
Arizona
$9K +$10.2K +277 New
MFS
68
MSI Financial Services
Massachusetts
$8K -$148 -4 -2%
IA
69
IFP Advisors
Florida
$7K -$15.3K -413 -70%
US Bancorp
70
US Bancorp
Minnesota
$6K +$2.92K +79 +92%
AIM
71
Advantage Investment Management
Iowa
$3K +$3.11K +84 New
NFG
72
Next Financial Group
Texas
$2K
ACM
73
Argentus Capital Management
Texas
$2K +$1.7K +46 New
TFA
74
Transamerica Financial Advisors
Florida
$1K -$925 -25 -58%
CA
75
Commerzbank Aktiengesellschaft
Germany
$741 +$12.7K +342 +2%

EPHE Hedge Fund Activity: Q2 2016 in Review

78 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q2 2016, worth a combined $254M — up 36% from $187M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EPHE positions and 15 closed out — a net gain of 9 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), opening a new position worth an estimated $60M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, exiting entirely with an estimated $20.3M sold.

  • 78 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q2 2016, up from 70 in Q1 2016.
  • Funds reported $254M of iShares MSCI Philippines ETF stock for Q2 2016, up 36% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Philippines ETF positions in Q2 2016 and 15 closed out, a net change of +9 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q2 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $60M added.
  • The largest iShares MSCI Philippines ETF seller in Q2 2016 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2016.