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iShares MSCI Philippines ETF

104 hedge funds and large institutions have $342M invested in iShares MSCI Philippines ETF in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

48% more capital invested

Capital invested by funds: $230M → $342M (+$112M)

22% more funds holding

Funds holding: 85104 (+19)

3.54% more ownership

Funds ownership: 62.52%66.05% (+3.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
104
Holders Change
+19
Holders Change %
+22.35%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
35
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$39M +$10.7M +262,148 +39%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M +$14.1M +345,736 +83%
Wells Fargo
3
Wells Fargo
California
$18.9M +$13.1M +321,426 +242%
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$16.2M
National Pension Service
5
National Pension Service
South Korea
$15.2M +$2.86M +70,000 +24%
ED
6
Exane Derivatives
France
$13.3M -$8.88M -217,063 -40%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$12.5M +$4.09M +100,000 +50%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$11.9M
UBS Group
9
UBS Group
Switzerland
$11.2M +$8.12M +198,501 +280%
IG
10
ING Group
Netherlands
$10.2M +$1.67M +40,900 +20%
HA
11
Hays Advisory
Tennessee
$9.94M +$261K +6,371 +3%
Jane Street
12
Jane Street
New York
$9.91M +$8.36M +204,359 +605%
JIR
13
James Investment Research
Ohio
$9.39M +$6.46M +157,942 +233%
BG
14
BlackRock Group
United Kingdom
$8.58M +$8.43M +206,184 New
CCMG
15
Clark Capital Management Group
Pennsylvania
$8.42M +$762K +18,631 +10%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$6.37M +$6.26M +153,000 New
COLIM
17
City of London Investment Management
United Kingdom
$6.33M -$2.37M -58,000 -28%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$6.27M -$460K -11,248 -7%
NYLIM
19
New York Life Investment Management
New York
$6.2M +$168K +4,104 +3%
USAA
20
United Services Automobile Association
Texas
$5.04M -$3.83M -93,700 -44%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.16M +$808K +19,758 +25%
Bank of America
22
Bank of America
North Carolina
$4.08M +$789K +19,287 +24%
Citigroup
23
Citigroup
New York
$3.83M +$2.44M +59,652 +184%
SAM
24
Shamrock Asset Management
Texas
$3.71M -$279K -6,817 -7%
GI
25
Glovista Investments
New Jersey
$3.63M +$3.57M +87,164 New

EPHE Hedge Fund Activity: Q1 2015 in Review

104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q1 2015, worth a combined $342M — up 48% from $230M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EPHE positions and 11 closed out — a net gain of 21 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was Exane Derivatives, cutting an estimated $8.88M.

  • 104 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q1 2015, up from 85 in Q4 2014.
  • Funds reported $342M of iShares MSCI Philippines ETF stock for Q1 2015, up 48% quarter-over-quarter.
  • 32 funds opened new iShares MSCI Philippines ETF positions in Q1 2015 and 11 closed out, a net change of +21 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q1 2015 was Morgan Stanley, an estimated $14.1M added.
  • The largest iShares MSCI Philippines ETF seller in Q1 2015 was Exane Derivatives, an estimated $8.88M sold.

Based on aggregated 13F filings for Q1 2015.