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iShares MSCI Poland ETF

77 hedge funds and large institutions have $194M invested in iShares MSCI Poland ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $165M → $194M (+$28.4M)

8% more funds holding

Funds holding: 7177 (+6)

6.37% more ownership

Funds ownership: 46.03%52.41% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
21
Reduced
22
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.08M +$163K +6,079 +9%
NC
27
NewSquare Capital
Pennsylvania
$1.96M +$1.94M +72,391 New
SB
28
Suntrust Banks
Georgia
$1.84M +$1.85M +68,952 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.68M +$1.27M +47,598 +332%
MIFH
30
Migdal Insurance & Financial Holdings
Israel
$1.63M +$1.61M +60,250 New
NYLIM
31
New York Life Investment Management
New York
$1.53M +$28.2K +1,053 +2%
RJA
32
Raymond James & Associates
Florida
$1.5M +$1.48M +55,450 New
ZIM
33
Zacks Investment Management
Illinois
$1.46M +$39.3K +1,467 +3%
EF
34
Empirical Finance
Pennsylvania
$1.39M
DILIC
35
Dai-ichi Life Insurance Company
Japan
$1.17M -$53.5K -2,000 -4%
DS
36
DRW Securities
Illinois
$1.05M +$1.04M +38,952 New
H
37
Hexavest
Quebec, Canada
$808K
JIR
38
James Investment Research
Ohio
$723K -$449K -16,760 -39%
KM
39
Kalos Management
Georgia
$697K -$13.6K -509 -2%
GRP
40
Global Retirement Partners
California
$642K +$7.82K +292 +1%
PPA
41
Parametric Portfolio Associates
Washington
$628K -$74.1K -2,768 -11%
CLOS
42
Compagnie Lombard Odier SCmA
Switzerland
$524K +$248K +9,265 +92%
Renaissance Technologies
43
Renaissance Technologies
New York
$509K +$503K +18,800 New
LS
44
Lattice Strategies
Pennsylvania
$496K +$30.2K +1,130 +7%
Jane Street
45
Jane Street
New York
$493K +$487K +18,199 New
6M
46
6 Meridian
Kansas
$486K +$480K +17,933 New
DC
47
Davenport & Co
Virginia
$477K +$471K +17,592 New
CWM
48
Cornerstone Wealth Management
Missouri
$446K +$23.6K +880 +6%
TFA
49
Transamerica Financial Advisors
Florida
$363K +$358K +13,379 New
Axa
50
Axa
France
$355K

EPOL Hedge Fund Activity: Q4 2017 in Review

77 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Poland ETF (EPOL) for Q4 2017, worth a combined $194M — up 17% from $165M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EPOL positions and 17 closed out — a net gain of 6 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was UBS Group, adding an estimated $4.38M. The largest seller was Glovista Investments, exiting entirely with an estimated $4.99M sold.

  • 77 institutional investors held iShares MSCI Poland ETF (EPOL) as of Q4 2017, up from 71 in Q3 2017.
  • Funds reported $194M of iShares MSCI Poland ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 23 funds opened new iShares MSCI Poland ETF positions in Q4 2017 and 17 closed out, a net change of +6 holders.
  • The largest iShares MSCI Poland ETF buyer in Q4 2017 was UBS Group, an estimated $4.38M added.
  • The largest iShares MSCI Poland ETF seller in Q4 2017 was Glovista Investments, an estimated $4.99M sold.

Based on aggregated 13F filings for Q4 2017.