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iShares MSCI Poland ETF

73 hedge funds and large institutions have $133M invested in iShares MSCI Poland ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 51.82%52.86% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less funds holding

Funds holding: 8673 (-13)

26% less capital invested

Capital invested by funds: $179M → $133M (-$46.1M)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
73
Holders Change
-13
Holders Change %
-15.12%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
15
Reduced
30
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$97K +$107K +4,458 New
FHA
52
Flagship Harbor Advisors
Massachusetts
$68K +$75.1K +3,123 New
JIR
53
James Investment Research
Ohio
$64K -$211K -8,780 -75%
OIA
54
OneDigital Investment Advisors
Kansas
$57K -$17.3K -720 -22%
ACA
55
Atlas Capital Advisors
Wyoming
$45.1K -$1.14M -47,372 -96%
JP Morgan Chase
56
JP Morgan Chase
New York
$39K -$230K -9,561 -84%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$37K
BDWM
58
Brewin Dolphin Wealth Management
Ireland
$13.8K
EARNEST Partners
59
EARNEST Partners
Georgia
$10K +$1.95K +81 +21%
LFG
60
LifePlan Financial Group
Ohio
$9K
HAM
61
Highstreet Asset Management
Ontario, Canada
$8K -$38.4K -1,595 -81%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$8K +$8.42K +350 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$8K +$8.47K +352 New
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$6K +$5.75K +239 +797%
CF
65
Centaurus Financial
California
$5K +$5.39K +224 New
BCA
66
Bay Colony Advisors
Massachusetts
$3K +$3.18K +132 New
TFA
67
Transamerica Financial Advisors
Florida
$2K -$337 -14 -22%
TRCT
68
Tower Research Capital (TRC)
New York
$2K +$2.41K +100 New
CA
69
Centerpoint Advisors
Massachusetts
$1K -$602 -25 -33%
GWM
70
Geneos Wealth Management
Colorado
$1K
JCM
71
Jacobi Capital Management
Pennsylvania
$1K
William Blair & Company
72
William Blair & Company
Illinois
$1K
BIA
73
Biondo Investment Advisors
Pennsylvania
-$2.9M -115,510 Closed
HighTower Advisors
74
HighTower Advisors
Illinois
-$2.86M -113,918 Closed
Jane Street
75
Jane Street
New York
-$2.75M -109,711 Closed

EPOL Hedge Fund Activity: Q2 2018 in Review

73 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Poland ETF (EPOL) for Q2 2018, worth a combined $133M — down 26% from $179M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of EPOL and 13 opened new positions — a net loss of 13 holders — while 30 trimmed existing stakes and 15 added.

The largest buyer was Glovista Investments, opening a new position worth an estimated $28.2M. The largest seller was AFAM Capital, cutting an estimated $8.44M.

  • 73 institutional investors held iShares MSCI Poland ETF (EPOL) as of Q2 2018, down from 86 in Q1 2018.
  • Funds reported $133M of iShares MSCI Poland ETF stock for Q2 2018, down 26% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Poland ETF positions in Q2 2018 and 26 closed out, a net change of -13 holders.
  • The largest iShares MSCI Poland ETF buyer in Q2 2018 was Glovista Investments, an estimated $28.2M added.
  • The largest iShares MSCI Poland ETF seller in Q2 2018 was AFAM Capital, an estimated $8.44M sold.

Based on aggregated 13F filings for Q2 2018.