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iShares MSCI Philippines ETF

70 hedge funds and large institutions have $192M invested in iShares MSCI Philippines ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 36 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.09% more ownership

Funds ownership: 76.24%82.32% (+6.1%)

23% less funds holding

Funds holding: 9170 (-21)

39% less capital invested

Capital invested by funds: $315M → $192M (-$123M)

56% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 36

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

75% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 28

Holders
70
Holders Change
-21
Holders Change %
-23.08%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
7
Increased
16
Reduced
36
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cumberland Advisors
Florida
-$2.03M -52,810 Closed
GA
77
Gateway Advisory
New Jersey
-$2M -52,023 Closed
LPL Financial
78
LPL Financial
California
-$1.28M -33,600 Closed
Fidelity Investments
79
Fidelity Investments
Massachusetts
-$1.01M -26,200 Closed
BCM
80
Bluefin Capital Management
New York
-$983K -25,533 Closed
SFI
81
SPC Financial Inc
Maryland
-$510K -13,255 Closed
CIBC World Market
82
CIBC World Market
Ontario, Canada
-$409K -10,613 Closed
Ameriprise
83
Ameriprise
Minnesota
-$405K -10,530 Closed
DC
84
Davenport & Co
Virginia
-$397K -10,300 Closed
HI
85
Horizon Investments
North Carolina
-$331K -8,594 Closed
FFS
86
Founders Financial Securities
Maryland
-$330K -8,575 Closed
VAM
87
Visionary Asset Management
Texas
-$267K -6,923 Closed
BT
88
Beacon Trust
New Jersey
-$265K -6,888 Closed
AGM
89
Alpine Global Management
New York
-$201K -5,211 Closed
S
90
SignatureFD
Georgia
-$95K -2,474 Closed
GB
91
Gunma Bank
Japan
-$77K -2,000 Closed
HIM
92
Hillsdale Investment Management
Ontario, Canada
-$46K -1,200 Closed
CIM
93
Contravisory Investment Management
Massachusetts
-$32K -827 Closed
BRWM
94
B. Riley Wealth Management
Tennessee
-$17K -451 Closed
MWP
95
MYCIO Wealth Partners
Pennsylvania
-$17K -447 Closed
RPG
96
Risk Paradigm Group
Texas
-$10.8K -280 Closed
Creative Planning
97
Creative Planning
Kansas
+$219 +6 New

EPHE Hedge Fund Activity: Q3 2015 in Review

70 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q3 2015, worth a combined $192M — down 39% from $315M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of EPHE and 7 opened new positions — a net loss of 21 holders — while 36 trimmed existing stakes and 16 added.

The largest buyer was Xponance, opening a new position worth an estimated $2.72M. The largest seller was BlackRock Group, cutting an estimated $17.7M.

  • 70 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q3 2015, down from 91 in Q2 2015.
  • Funds reported $192M of iShares MSCI Philippines ETF stock for Q3 2015, down 39% quarter-over-quarter.
  • 7 funds opened new iShares MSCI Philippines ETF positions in Q3 2015 and 28 closed out, a net change of -21 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q3 2015 was Xponance, an estimated $2.72M added.
  • The largest iShares MSCI Philippines ETF seller in Q3 2015 was BlackRock Group, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2015.