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iShares MSCI Poland ETF
EPOL

52 hedge funds and large institutions have $102M invested in iShares MSCI Poland ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $82.6M → $102M (+$19.8M)

8% more funds holding

Funds holding: 48 → 52 (+4)

1.89% less ownership

Funds ownership: 36.84% → 34.94% (-1.9%)

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
9
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.25M
2
Goldman Sachs
Goldman Sachs
New York
+$3.26M
3
MLM
Mount Lucas Management
Pennsylvania
+$2.64M
4
Korea Investment Corp
Korea Investment Corp
South Korea
+$2.04M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$1.87M

Top Sellers

1
Legal & General Group
Legal & General Group
United Kingdom
-$4.53M
2
SC
Sepio Capital
Utah
-$2.05M
3
BlackRock
BlackRock
New York
-$1.6M
4
Morgan Stanley
Morgan Stanley
New York
-$1.21M
5
LPL Financial
LPL Financial
California
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$285K – – –
CP
27
Camelot Portfolios
Ohio
$264K +$240K +13,872 New
OMC
28
Old Mission Capital
Illinois
$260K +$237K +13,700 New
JP Morgan Chase
29
JP Morgan Chase
New York
$253K -$5.27K -305 -2%
EH
30
Equitable Holdings
New York
$228K -$8.79K -509 -4%
CS
31
Credit Suisse
Switzerland
$228K – – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$227K -$79K -4,575 -28%
GRP
33
Global Retirement Partners
California
$195K -$15.3K -886 -8%
Citadel Advisors
34
Citadel Advisors
Florida
$191K +$174K +10,055 New
BWCS
35
Beirne Wealth Consulting Services
Connecticut
$190K +$173K +10,000 New
Northern Trust
36
Northern Trust
Illinois
$106K +$8.4K +486 +10%
AA
37
AlphaCentric Advisors
Puerto Rico
$102K +$92.9K +5,379 New
JIR
38
James Investment Research
Ohio
$95K +$57K +3,297 +196%
USGIU
39
U.S. Global Investors (USGI)
Texas
$67K -$492K -28,500 -89%
Barclays
40
Barclays
United Kingdom
$38K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$32K -$8.6K -498 -23%
TFGT
42
TS Financial Group (TSFG)
Illinois
$18K -$2.56K -148 -14%
UBS Group
43
UBS Group
Switzerland
$8K -$3.7K -214 -33%
EARNEST Partners
44
EARNEST Partners
Georgia
$8K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$5K -$743 -43 -12%
AF
46
Advisornet Financial
Minnesota
$4K – – –
AII
47
AGF Investments Inc
Ontario, Canada
$3K – – –
GWM
48
Geneos Wealth Management
Colorado
$1K – – –
William Blair & Company
49
William Blair & Company
Illinois
$1K – – –
FFA
50
Founders Financial Alliance
North Carolina
$1K +$1.09K +63 New
1
2
3

EPOL Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Poland ETF (EPOL) for Q4 2020, worth a combined $102M — up 24% from $82.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EPOL positions and 9 closed out — a net gain of 4 holders — while 9 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.25M. The largest seller was Legal & General Group, exiting entirely with an estimated $4.53M sold.

  • 52 institutional investors held iShares MSCI Poland ETF (EPOL) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $102M of iShares MSCI Poland ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Poland ETF positions in Q4 2020 and 9 closed out, a net change of +4 holders.
  • The largest iShares MSCI Poland ETF buyer in Q4 2020 was Jane Street, an estimated $4.25M added.
  • The largest iShares MSCI Poland ETF seller in Q4 2020 was Legal & General Group, an estimated $4.53M sold.

Based on aggregated 13F filings for Q4 2020.