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iShares MSCI Philippines ETF

59 hedge funds and large institutions have $103M invested in iShares MSCI Philippines ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

37% more funds holding

Funds holding: 4359 (+16)

23% more capital invested

Capital invested by funds: $83.2M → $103M (+$19.5M)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.25% more ownership

Funds ownership: 31.79%32.03% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
14
Reduced
13
Closed
6
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
$19.1M -$3.9M -120,000 -18%
USAA
2
United Services Automobile Association
Texas
$11.3M +$5.86M +180,490 +119%
FMLI
3
Fukoku Mutual Life Insurance
Japan
$9.72M
HF
4
Hoxton Financial
West Virginia
$5.14M -$1.34M -41,198 -21%
Morgan Stanley
5
Morgan Stanley
New York
$4.78M -$14K -432 -0.3%
Goldman Sachs
6
Goldman Sachs
New York
$3.91M +$803K +24,731 +27%
CA
7
Cumberland Advisors
Florida
$3.04M -$234K -7,200 -7%
DFO
8
Duquesne Family Office
New York
$2.98M +$2.83M +87,300 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.83M +$1.52M +46,679 +129%
BCM
10
Bluefin Capital Management
New York
$2.6M +$1.54M +47,549 +163%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$2.59M +$2.45M +75,559 New
Citigroup
12
Citigroup
New York
$2.35M +$447K +13,763 +25%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.27M +$577K +17,786 +37%
U
14
UBS
Switzerland
$2.26M -$2.13M -65,555 -50%
CS
15
Credit Suisse
Switzerland
$1.81M +$1.73M +53,235 New
HSBC Holdings
16
HSBC Holdings
United Kingdom
$1.71M +$1.62M +50,000 New
JP Morgan Chase
17
JP Morgan Chase
New York
$1.61M +$1.53M +47,255 New
CA
18
Commerzbank Aktiengesellschaft
Germany
$1.59M -$48.7K -1,500 -3%
JIR
19
James Investment Research
Ohio
$1.58M +$3.57K +110 +0.2%
GH
20
GAM Holding
Switzerland
$1.41M +$1.34M +41,410 New
B
21
Baird
Wisconsin
$1.39M +$1.32M +40,792 New
BPC
22
Banque Pictet & Cie
Switzerland
$1.35M -$325K -10,000 -20%
SMM
23
Stadion Money Management
Georgia
$1.33M +$1.26M +38,912 New
IPC
24
Independent Portfolio Consultants
Florida
$1.32M +$1.25M +38,625 New
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$1.3M +$357K +11,000 +41%

EPHE Hedge Fund Activity: Q1 2014 in Review

59 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q1 2014, worth a combined $103M — up 23% from $83.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EPHE positions and 6 closed out — a net gain of 16 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $5.86M. The largest seller was BlackRock Group, exiting entirely with an estimated $5.53M sold.

  • 59 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q1 2014, up from 43 in Q4 2013.
  • Funds reported $103M of iShares MSCI Philippines ETF stock for Q1 2014, up 23% quarter-over-quarter.
  • 22 funds opened new iShares MSCI Philippines ETF positions in Q1 2014 and 6 closed out, a net change of +16 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q1 2014 was United Services Automobile Association, an estimated $5.86M added.
  • The largest iShares MSCI Philippines ETF seller in Q1 2014 was BlackRock Group, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2014.