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iShares MSCI Philippines ETF

68 hedge funds and large institutions have $151M invested in iShares MSCI Philippines ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

47% more capital invested

Capital invested by funds: $103M → $151M (+$48M)

15% more funds holding

Funds holding: 5968 (+9)

9.93% more ownership

Funds ownership: 32.03%41.97% (+9.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
16
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Glovista Investments
New Jersey
$34.3M +$33.8M +931,150 New
USAA
2
United Services Automobile Association
Texas
$13M +$726K +20,000 +6%
FMLI
3
Fukoku Mutual Life Insurance
Japan
$10.5M
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$9.58M +$9.44M +260,000 New
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$8.24M +$8.13M +223,859 New
Morgan Stanley
6
Morgan Stanley
New York
$7.21M +$2.02M +55,519 +40%
HF
7
Hoxton Financial
West Virginia
$5.55M -$7.19K -198 -0.1%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$4.98M +$3.1M +85,217 +170%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.08M +$3.61M +99,274 +866%
CA
10
Cumberland Advisors
Florida
$3.11M -$170K -4,690 -5%
MLM
11
Mount Lucas Management
Pennsylvania
$2.94M +$2.9M +79,821 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.92M -$139K -3,822 -5%
U
13
UBS
Switzerland
$2.85M +$403K +11,090 +17%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.78M +$326K +8,975 +14%
Citigroup
15
Citigroup
New York
$2.7M +$168K +4,618 +7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.35M +$2.32M +63,906 New
CS
17
Credit Suisse
Switzerland
$2.22M +$252K +6,950 +13%
JIR
18
James Investment Research
Ohio
$1.7M -$1.27K -35 -0.1%
CA
19
Commerzbank Aktiengesellschaft
Germany
$1.68M -$36.3K -1,000 -2%
CPS
20
Counsel Portfolio Services
Ontario, Canada
$1.63M +$1.61M +44,274 New
AllianceBernstein
21
AllianceBernstein
Tennessee
$1.57M +$1.55M +42,770 New
B
22
Baird
Wisconsin
$1.46M -$41.8K -1,152 -3%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$1.4M
IPC
24
Independent Portfolio Consultants
Florida
$1.39M -$36.1K -995 -3%
BPC
25
Banque Pictet & Cie
Switzerland
$1.33M -$134K -3,700 -9%

EPHE Hedge Fund Activity: Q2 2014 in Review

68 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q2 2014, worth a combined $151M — up 47% from $103M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPHE positions and 9 closed out — a net gain of 9 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Glovista Investments, opening a new position worth an estimated $33.8M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $19.1M sold.

  • 68 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q2 2014, up from 59 in Q1 2014.
  • Funds reported $151M of iShares MSCI Philippines ETF stock for Q2 2014, up 47% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Philippines ETF positions in Q2 2014 and 9 closed out, a net change of +9 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q2 2014 was Glovista Investments, an estimated $33.8M added.
  • The largest iShares MSCI Philippines ETF seller in Q2 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2014.