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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
Osaic Holdings
51
Osaic Holdings
Arizona
$45.5K -$22.5K -1,089 -35%
Barclays
52
Barclays
United Kingdom
$45K – – –
MM
53
Main Management
California
$20K -$11.7K -565 -40%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$19K -$355K -17,169 -95%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$10.2K -$8.26K -400 -47%
PCM
56
Penserra Capital Management
California
$7K +$6.65K +322 New
Comerica Bank
57
Comerica Bank
Texas
$6.3K -$4.11K -199 -42%
RDFA
58
Ritter Daniher Financial Advisory
Ohio
$5.66K – – –
4FG
59
4Thought Financial Group
New York
$5.2K +$41 +2 +0.9%
CAM
60
ClariVest Asset Management
California
$3.19K – – –
Nomura Asset Management
61
Nomura Asset Management
Japan
$2.27K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
TFA
63
Transamerica Financial Advisors
Florida
$2K – – –
HI
64
Harbour Investments
Wisconsin
$1.43K – – –
HCP
65
Hexagon Capital Partners
Arkansas
$952 -$41 -2 -5%
JP Morgan Chase
66
JP Morgan Chase
New York
$702 -$96.5K -4,674 -99%
ASN
67
Advisory Services Network
Georgia
$476 +$434 +21 New
TRCT
68
Tower Research Capital (TRC)
New York
$408 -$20.4K -987 -98%
MSWM
69
McGlone Suttner Wealth Management
Wisconsin
$256 +$227 +11 New
PA
70
Parallel Advisors
California
$227 – – –
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$91 +$83 +4 New
HH
72
Hilltop Holdings
Texas
– -$1.1M -64,259 Closed
BCM
73
BlueCrest Capital Management
Jersey
– -$1.03M -60,000 Closed
AWM
74
AE Wealth Management
Kansas
– -$913K -53,332 Closed
TFA
75
Teamwork Financial Advisors
Texas
– -$910K -53,213 Closed
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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.