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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
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$37.2M +$1.87M +108,373 +6%
BlackRock
2
BlackRock
New York
$22M -$1.6M -92,501 -7%
Jane Street
3
Jane Street
New York
$4.68M +$4.25M +246,128 New
Goldman Sachs
4
Goldman Sachs
New York
$3.98M +$3.26M +188,626 +917%
LPL Financial
5
LPL Financial
California
$3.48M -$792K -45,835 -20%
Morgan Stanley
6
Morgan Stanley
New York
$3.42M -$1.21M -70,029 -28%
MLM
7
Mount Lucas Management
Pennsylvania
$2.91M +$2.64M +152,811 New
Bank of America
8
Bank of America
North Carolina
$2.79M +$781K +45,223 +45%
ANTB
9
AMG National Trust Bank
Colorado
$2.49M -$682K -39,482 -23%
Korea Investment Corp
10
Korea Investment Corp
South Korea
$2.25M +$2.04M +118,100 New
BPC
11
Banque Pictet & Cie
Switzerland
$2M – – –
MGWM
12
Marks Group Wealth Management
Minnesota
$1.83M +$98.4K +5,695 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.77M +$1.61M +93,026 New
Wells Fargo
14
Wells Fargo
California
$1.27M -$97.6K -5,652 -8%
DS
15
DRW Securities
Illinois
$1.18M +$743K +43,028 +229%
Millennium Management
16
Millennium Management
New York
$1.17M +$827K +47,887 +350%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$974K -$241K -13,971 -21%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$887K -$116K -6,697 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$871K -$403K -23,332 -34%
NA
20
NewEdge Advisors
Louisiana
$644K +$585K +33,871 New
AGA
21
Accuvest Global Advisors
Utah
$435K +$395K +22,892 New
SJL
22
Shayne & Jacobs LLC
Tennessee
$364K -$73.1K -4,232 -18%
6M
23
6 Meridian
Kansas
$340K -$6.81K -394 -2%
DILIC
24
Dai-ichi Life Insurance Company
Japan
$329K – – –
AIM
25
Astor Investment Management
Illinois
$298K +$151K +8,753 +126%
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.