iShares MSCI Philippines ETF
EPHE
48 hedge funds and large institutions have $67.4M invested in iShares MSCI Philippines ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
33% more funds holding
Funds holding: 36 → 48 (+12)
23% more capital invested
Capital invested by funds: $54.7M → $67.4M (+$12.7M)
2.94% less ownership
Funds ownership: 55.41% → 52.47% (-2.9%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$3.8M |
| 2 |
Man Group
London,
United Kingdom
|
+$2.95M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$2.83M |
| 4 |
VF
Vista Finance
Clayton,
Missouri
|
+$1.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$4.34M |
| 2 |
AIM
Avanda Investment Management
Singapore
|
-$2.77M |
| 3 |
Morgan Stanley
New York
|
-$1.52M |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$453K |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$379K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
51
Connectus Wealth
Cincinnati,
Ohio
| – | -$453K | -17,428 | Closed |
|
|
52
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$379K | -14,600 | Closed |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| – | -$3.82K | -147 | Closed |
|
|
MSWM
54
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$159 | -6 | Closed |
|
|
TFA
55
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
EPHE Hedge Fund Activity: Q1 2024 in Review
48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q1 2024, worth a combined $67.4M — up 23% from $54.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EPHE positions and 6 closed out — a net gain of 14 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Sun Life Financial, opening a new position worth an estimated $3.8M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $4.34M.
- 48 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q1 2024, up from 36 in Q4 2023.
- Funds reported $67.4M of iShares MSCI Philippines ETF stock for Q1 2024, up 23% quarter-over-quarter.
- 20 funds opened new iShares MSCI Philippines ETF positions in Q1 2024 and 6 closed out, a net change of +14 holders.
- The largest iShares MSCI Philippines ETF buyer in Q1 2024 was Sun Life Financial, an estimated $3.8M added.
- The largest iShares MSCI Philippines ETF seller in Q1 2024 was State of Tennessee, Department of Treasury, an estimated $4.34M sold.
Based on aggregated 13F filings for Q1 2024.