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iShares MSCI Poland ETF
EPOL

71 hedge funds and large institutions have $174M invested in iShares MSCI Poland ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

100% more capital invested

Capital invested by funds: $87.1M → $174M (+$87.3M)

18.82% more ownership

Funds ownership: 45.35% → 64.16% (+19%)

18% more funds holding

Funds holding: 60 → 71 (+11)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$22.1M
2
BlackRock
BlackRock
New York
+$9.71M
3
Jane Street
Jane Street
New York
+$7.92M
4
Korea Investment Corp
Korea Investment Corp
South Korea
+$4.46M
5
OMC
Old Mission Capital
Illinois
+$4M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$1.73M
2
RCG
Rock Creek Group
District of Columbia
-$1.64M
3
HH
Hilltop Holdings
Texas
-$1.1M
4
BCM
BlueCrest Capital Management
Jersey
-$1.03M
5
AWM
AE Wealth Management
Kansas
-$913K
Name Holding Trade Value Shares
Change 		Change in
Stake
DS
26
DRW Securities
Illinois
$1.07M +$977K +47,283 New
Mariner
27
Mariner
Kansas
$1.05M +$961K +46,534 New
LPL Financial
28
LPL Financial
California
$1M -$23.8K -1,153 -3%
Citadel Advisors
29
Citadel Advisors
Florida
$981K +$168K +8,150 +23%
MLM
30
Mount Lucas Management
Pennsylvania
$833K -$134K -6,503 -15%
FTUS
31
Flow Traders U.S.
New York
$675K +$616K +29,807 New
FTA
32
Financial & Tax Architects
Missouri
$639K +$583K +28,223 New
CIA
33
Concurrent Investment Advisors
Florida
$600K +$547K +26,505 New
AIA
34
Arrow Investment Advisors
Maryland
$536K +$489K +23,683 New
PAG
35
Private Advisory Group
Washington
$501K -$267K -12,902 -37%
GA
36
GFS Advisors
Texas
$453K -$688K -33,300 -62%
LSA
37
Lion Street Advisors
Texas
$393K +$358K +17,352 New
CWP
38
Cyndeo Wealth Partners
Florida
$328K +$299K +14,474 New
NA
39
NewEdge Advisors
Louisiana
$313K +$309K +14,963 New
Bank of America
40
Bank of America
North Carolina
$292K -$699K -33,823 -72%
BBP
41
Banco BTG Pactual
Brazil
$288K – – –
SJL
42
Shayne & Jacobs LLC
Tennessee
$277K – – –
Walleye Capital
43
Walleye Capital
New York
$245K +$224K +10,821 New
EH
44
Equitable Holdings
New York
$236K – – –
HF
45
HRT Financial
New York
$225K +$205K +9,943 New
BBVA
46
Banco Bilbao Vizcaya Argentaria
Spain
$225K -$282K -13,644 -58%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$175K +$47.7K +2,308 +43%
AA
48
AlphaCentric Advisors
Puerto Rico
$130K -$33.8K -1,636 -22%
RCG
49
Rock Creek Group
District of Columbia
$49.6K -$1.64M -79,313 -97%
BTI
50
Blue Trust Inc
Georgia
$49K +$3.39K +164 +6%
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EPOL Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Poland ETF (EPOL) for Q4 2023, worth a combined $174M — up 100% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EPOL positions and 8 closed out — a net gain of 11 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $22.1M. The largest seller was Main Management ETF Advisors, cutting an estimated $1.73M.

  • 71 institutional investors held iShares MSCI Poland ETF (EPOL) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $174M of iShares MSCI Poland ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Poland ETF positions in Q4 2023 and 8 closed out, a net change of +11 holders.
  • The largest iShares MSCI Poland ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $22.1M added.
  • The largest iShares MSCI Poland ETF seller in Q4 2023 was Main Management ETF Advisors, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2023.