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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
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$37.5M – – –
RJFSA
2
Raymond James Financial Services Advisors
Florida
$24.2M +$22.1M +1,070,303 New
BlackRock
3
BlackRock
New York
$17.7M +$9.71M +470,155 +151%
Jane Street
4
Jane Street
New York
$12.3M +$7.92M +383,401 +242%
Korea Investment Corp
5
Korea Investment Corp
South Korea
$7.6M +$4.46M +216,000 +181%
OMC
6
Old Mission Capital
Illinois
$6.93M +$4M +193,463 +172%
UBS Group
7
UBS Group
Switzerland
$5.9M +$1.79M +86,743 +50%
Goldman Sachs
8
Goldman Sachs
New York
$4.74M – – –
RhumbLine Advisers
9
RhumbLine Advisers
Massachusetts
$4.65M -$486K -23,530 -10%
MMEA
10
Main Management ETF Advisors
California
$3.85M -$1.73M -83,945 -33%
Morgan Stanley
11
Morgan Stanley
New York
$3.73M -$157K -7,623 -4%
Wells Fargo
12
Wells Fargo
California
$3.73M +$1.42M +68,585 +72%
Amundi
13
Amundi
France
$3.61M – – –
BL
14
BCWM LLC
Kansas
$3.47M +$6.26K +303 +0.2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.39M +$1.61M +78,143 +120%
SC
16
Sepio Capital
Utah
$3.21M +$2.93M +141,921 New
ACM
17
Arlington Capital Management
Illinois
$2.92M +$2.66M +128,855 New
BPC
18
Banque Pictet & Cie
Switzerland
$2.38M – – –
Wellington Management Group
19
Wellington Management Group
Massachusetts
$2.34M +$152K +7,380 +8%
DIM
20
DC Investments Management
Virginia
$1.74M – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.46M +$376K +18,209 +40%
UBS AM
22
UBS AM
Illinois
$1.39M – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.35M +$21 +1 +0%
GI
24
Glovista Investments
New Jersey
$1.31M +$393K +19,002 +49%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.2M +$1.09M +52,798 New
1
2 3 4

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.