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iShares MSCI Philippines ETF

74 hedge funds and large institutions have $164M invested in iShares MSCI Philippines ETF in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $151M → $164M (+$13.4M)

9% more funds holding

Funds holding: 6874 (+6)

3.67% more ownership

Funds ownership: 41.97%45.63% (+3.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
25
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$14.8M +$4.9M +129,000 +50%
National Pension Service
2
National Pension Service
South Korea
$13.7M +$13.7M +359,556 New
FMLI
3
Fukoku Mutual Life Insurance
Japan
$10.8M
Morgan Stanley
4
Morgan Stanley
New York
$9.29M +$1.84M +48,308 +25%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$9.2M +$682K +17,953 +8%
USAA
6
United Services Automobile Association
Texas
$8.74M -$4.67M -122,900 -35%
COLIM
7
City of London Investment Management
United Kingdom
$8.13M +$8.11M +213,384 New
HSBC Holdings
8
HSBC Holdings
United Kingdom
$6.38M +$1.23M +32,394 +24%
CCMG
9
Clark Capital Management Group
Pennsylvania
$6.21M +$6.2M +163,212 New
HF
10
Hoxton Financial
West Virginia
$5.77M +$31.2K +820 +0.5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.7M +$2.27M +59,699 +93%
Deutsche Bank
12
Deutsche Bank
Germany
$4.24M +$3.31M +87,003 +355%
NYLIM
13
New York Life Investment Management
New York
$3.97M +$3.31M +86,956 +503%
Jane Street
14
Jane Street
New York
$3.71M +$3.71M +97,534 New
MLM
15
Mount Lucas Management
Pennsylvania
$3.25M +$215K +5,646 +7%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.09M +$220K +5,796 +8%
CA
17
Cumberland Advisors
Florida
$3.03M -$184K -4,830 -6%
U
18
UBS
Switzerland
$3M +$52.7K +1,386 +2%
CS
19
Credit Suisse
Switzerland
$2.92M +$628K +16,511 +27%
Wells Fargo
20
Wells Fargo
California
$2.78M +$1.7M +44,635 +157%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.31M -$701K -18,437 -23%
Citigroup
22
Citigroup
New York
$2.21M -$581K -15,273 -21%
Goldman Sachs
23
Goldman Sachs
New York
$1.86M +$515K +13,547 +38%
Bank of America
24
Bank of America
North Carolina
$1.81M +$1.59M +41,807 +732%
JIR
25
James Investment Research
Ohio
$1.77M +$13.1K +344 +0.7%

EPHE Hedge Fund Activity: Q3 2014 in Review

74 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q3 2014, worth a combined $164M — up 8.9% from $151M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPHE positions and 12 closed out — a net gain of 6 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $8.11M. The largest seller was Glovista Investments, exiting entirely with an estimated $34.3M sold.

  • 74 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q3 2014, up from 68 in Q2 2014.
  • Funds reported $164M of iShares MSCI Philippines ETF stock for Q3 2014, up 8.9% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Philippines ETF positions in Q3 2014 and 12 closed out, a net change of +6 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q3 2014 was City of London Investment Management, an estimated $8.11M added.
  • The largest iShares MSCI Philippines ETF seller in Q3 2014 was Glovista Investments, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2014.