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iShares MSCI Poland ETF

65 hedge funds and large institutions have $123M invested in iShares MSCI Poland ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

16% more funds holding

Funds holding: 5665 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $133M → $123M (-$9.42M)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

15.5% less ownership

Funds ownership: 65.18%49.68% (-15%)

Holders
65
Holders Change
+9
Holders Change %
+16.07%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
13
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$31.8M
RCG
2
Rock Creek Group
District of Columbia
$18.7M -$22.6M -1,272,962 -57%
MMEA
3
Main Management ETF Advisors
California
$7.37M +$1.75M +98,385 +34%
RSWM
4
Robertson Stephens Wealth Management
California
$6.69M +$1.24M +70,068 +25%
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$4.96M +$4.6M +258,770 New
Goldman Sachs
6
Goldman Sachs
New York
$4.01M
Jane Street
7
Jane Street
New York
$3.8M -$30.2M -1,699,998 -90%
TF
8
Trek Financial
Arizona
$3.62M +$3.35M +188,801 New
BL
9
BCWM LLC
Kansas
$3.5M -$2.47K -139 -0.1%
UBS Group
10
UBS Group
Switzerland
$3.21M +$2.97M +166,967 +36,218%
Amundi
11
Amundi
France
$3.17M -$915K -51,500 -24%
Morgan Stanley
12
Morgan Stanley
New York
$2.4M +$569K +32,004 +34%
Wells Fargo
13
Wells Fargo
California
$2.34M +$2.04M +114,979 +1,680%
Korea Investment Corp
14
Korea Investment Corp
South Korea
$2.29M
BPC
15
Banque Pictet & Cie
Switzerland
$2.01M
Wellington Management Group
16
Wellington Management Group
Massachusetts
$1.84M
BlackRock
17
BlackRock
New York
$1.77M
Stifel Financial
18
Stifel Financial
Missouri
$1.73M +$1.6M +90,143 New
CI
19
Cavalier Investments
Georgia
$1.6M +$1.48M +83,384 New
DIM
20
DC Investments Management
Virginia
$1.47M
GI
21
Glovista Investments
New Jersey
$1.25M -$11.6K -651 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.15M +$177K +9,953 +20%
Citadel Advisors
23
Citadel Advisors
Florida
$1.06M -$584K -32,853 -37%
GA
24
GFS Advisors
Texas
$1.02M
AWM
25
AE Wealth Management
Kansas
$1.02M +$947K +53,281 New

EPOL Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Poland ETF (EPOL) for Q2 2023, worth a combined $123M — down 7.1% from $133M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EPOL positions and 4 closed out — a net gain of 9 holders — while 13 added to existing stakes and 15 trimmed.

The largest buyer was RhumbLine Advisers, opening a new position worth an estimated $4.6M. The largest seller was Jane Street, cutting an estimated $30.2M.

  • 65 institutional investors held iShares MSCI Poland ETF (EPOL) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $123M of iShares MSCI Poland ETF stock for Q2 2023, down 7.1% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Poland ETF positions in Q2 2023 and 4 closed out, a net change of +9 holders.
  • The largest iShares MSCI Poland ETF buyer in Q2 2023 was RhumbLine Advisers, an estimated $4.6M added.
  • The largest iShares MSCI Poland ETF seller in Q2 2023 was Jane Street, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2023.