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iShares MSCI Philippines ETF

76 hedge funds and large institutions have $172M invested in iShares MSCI Philippines ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $282K | Put options by funds: $212K

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

3% less funds holding

Funds holding: 7876 (-2)

3.62% less ownership

Funds ownership: 73.02%69.4% (-3.6%)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

32% less capital invested

Capital invested by funds: $254M → $172M (-$81.9M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
19
Increased
18
Reduced
25
Closed
19
Calls
$282K
Puts
$212K
Net Calls
+$70K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$41.2M
GI
2
Glovista Investments
New Jersey
$14.9M -$5.01M -128,676 -24%
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$12.8M +$1.02M +26,150 +8%
Morgan Stanley
4
Morgan Stanley
New York
$9.44M +$1.65M +42,445 +20%
IG
5
ING Group
Netherlands
$9.28M +$1.79M +46,049 +23%
HA
6
Hays Advisory
Tennessee
$9.01M -$222K -5,701 -2%
MYLI
7
Meiji Yasuda Life Insurance
Japan
$5.25M +$5.49M +141,040 New
FMLI
8
Fukoku Mutual Life Insurance
Japan
$4.66M
MLM
9
Mount Lucas Management
Pennsylvania
$4.33M -$227K -5,835 -5%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.11M -$290K -7,447 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.64M +$3.49M +89,776 +1,130%
OMC
12
Old Mission Capital
Illinois
$3.49M +$872K +22,407 +31%
UBS Group
13
UBS Group
Switzerland
$3.4M -$279K -7,163 -7%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.38M -$613K -15,740 -15%
SAM
15
Shamrock Asset Management
Texas
$2.85M -$17.5K -450 -0.6%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$2.43M -$137K -3,525 -5%
JIR
17
James Investment Research
Ohio
$2.42M -$27.2K -700 -1%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$2.29M +$2.39M +61,429 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2M
BIT
20
BlackRock Institutional Trust
California
$2M
Citigroup
21
Citigroup
New York
$1.96M +$701K +18,015 +52%
FTUS
22
Flow Traders U.S.
New York
$1.73M -$2.04M -52,513 -53%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$1.57M -$440K -11,300 -21%
MPA
24
Marvin & Palmer Associates
Delaware
$1.44M +$1.51M +38,700 New
GH
25
GAM Holding
Switzerland
$1.42M

EPHE Hedge Fund Activity: Q3 2016 in Review

76 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Philippines ETF (EPHE) for Q3 2016, worth a combined $172M — down 32% from $254M a quarter earlier.

Fund positioning in EPHE was balanced in Q3 2016: 19 funds opened new positions, 19 closed out, 18 added to existing stakes and 25 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, opening a new position worth an estimated $5.49M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), exiting entirely with an estimated $63.5M sold.

  • 76 institutional investors held iShares MSCI Philippines ETF (EPHE) as of Q3 2016, down from 78 in Q2 2016.
  • Funds reported $172M of iShares MSCI Philippines ETF stock for Q3 2016, down 32% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Philippines ETF positions in Q3 2016 and 19 closed out, a net change of 0 holders.
  • The largest iShares MSCI Philippines ETF buyer in Q3 2016 was Meiji Yasuda Life Insurance, an estimated $5.49M added.
  • The largest iShares MSCI Philippines ETF seller in Q3 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $63.5M sold.

Based on aggregated 13F filings for Q3 2016.