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iShares MSCI Philippines ETF

57 hedge funds and large institutions have $96.3M invested in iShares MSCI Philippines ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

6.59% less ownership

Funds ownership: 38.58%31.99% (-6.6%)

15% less funds holding

Funds holding: 6757 (-10)

33% less capital invested

Capital invested by funds: $144M → $96.3M (-$47.7M)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

Holders
57
Holders Change
-10
Holders Change %
-14.93%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
16
Reduced
15
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20.4M +$4.12M +120,000 +24%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M -$15.8M -459,001 -60%
USAA
3
United Services Automobile Association
Texas
$8.59M +$1.32M +38,268 +17%
HF
4
Hoxton Financial
West Virginia
$6.03M +$67.8K +1,972 +1%
Jane Street
5
Jane Street
New York
$5.86M +$2.73M +79,341 +80%
BG
6
BlackRock Group
United Kingdom
$5.67M +$1.12M +32,500 +23%
GI
7
Glovista Investments
New Jersey
$4.37M +$4.56M +132,714 New
U
8
UBS
Switzerland
$4.3M -$4.91M -142,905 -52%
Macquarie Group
9
Macquarie Group
Australia
$2.5M +$2.61M +76,000 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.42M +$1.53M +44,438 +153%
Chevy Chase Trust
11
Chevy Chase Trust
Maryland
$1.76M +$1.83M +53,376 New
Citigroup
12
Citigroup
New York
$1.68M -$55.3K -1,610 -3%
JIR
13
James Investment Research
Ohio
$1.65M +$538K +15,655 +45%
Bank of America
14
Bank of America
North Carolina
$1.63M -$5.63M -163,771 -77%
CS
15
Credit Suisse
Switzerland
$1.51M +$859K +24,993 +119%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.42M +$1.49M +43,303 New
GH
17
GAM Holding
Switzerland
$1.36M +$1.42M +41,410 New
ZIM
18
Zacks Investment Management
Illinois
$1.22M +$421K +12,242 +49%
Nomura Holdings
19
Nomura Holdings
Japan
$1.22M +$868K +25,251 +213%
Wells Fargo
20
Wells Fargo
California
$1.17M -$20M -581,732 -94%
CA
21
Cumberland Advisors
Florida
$1.15M -$2.25M -65,568 -65%
Goldman Sachs
22
Goldman Sachs
New York
$1.13M -$302K -8,776 -20%
CIA
23
CCM Investment Advisers
South Carolina
$966K
BIT
24
BlackRock Institutional Trust
California
$906K +$947K +27,546 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$855K +$894K +26,001 New

EPHE Hedge Fund Activity: Q3 2013 in Review

57 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q3 2013, worth a combined $96.3M — down 33% from $144M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of EPHE and 13 opened new positions — a net loss of 10 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Glovista Investments, opening a new position worth an estimated $4.56M. The largest seller was Wells Fargo, cutting an estimated $20M.

  • 57 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q3 2013, down from 67 in Q2 2013.
  • Funds reported $96.3M of iShares MSCI Philippines ETF stock for Q3 2013, down 33% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Philippines ETF positions in Q3 2013 and 23 closed out, a net change of -10 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q3 2013 was Glovista Investments, an estimated $4.56M added.
  • The largest iShares MSCI Philippines ETF seller in Q3 2013 was Wells Fargo, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2013.