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iShares MSCI Pacific ex Japan ETF
EPP

205 hedge funds and large institutions have $1.56B invested in iShares MSCI Pacific ex Japan ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

6% more funds holding

Funds holding: 193 → 205 (+12)

1% more capital invested

Capital invested by funds: $1.55B → $1.56B (+$18.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more call options, than puts

Call options by funds: $162K | Put options by funds: $162K

0.62% less ownership

Funds ownership: 73.36% → 72.74% (-0.62%)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

Holders
205
Holders Change
+12
Holders Change %
+6.22%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
54
Reduced
56
Closed
9
Calls
$162K
Puts
$162K
Net Calls
–
Net Calls Change
+$449K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$58.4M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$20.8M
3
FFM
Fullerton Fund Management
Singapore
+$11.1M
4
OMC
Old Mission Capital
Illinois
+$11.1M
5
CW
Connectus Wealth
Ohio
+$6.69M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$91.4M
2
CWM
Congress Wealth Management
Massachusetts
-$24M
3
Jane Street
Jane Street
New York
-$9.77M
4
FTUS
Flow Traders U.S.
New York
-$9.04M
5
BlackRock
BlackRock
New York
-$8.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$3.98M -$24M -538,413 -86%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.84M -$20.1K -452 -0.5%
FMP
28
Financial Management Professionals
Texas
$3.72M +$3.78M +85,005 New
Fidelity International
29
Fidelity International
Bermuda
$3.71M +$32.5K +730 +0.9%
PCIG
30
Partners Capital Investment Group
Massachusetts
$3.71M +$3.77M +84,646 New
CCA
31
Checchi Capital Advisers
California
$3.63M -$2.87M -64,533 -44%
Corient Private Wealth
32
Corient Private Wealth
Florida
$3.56M +$2.11M +47,309 +140%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$3.53M – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$3.48M +$407K +9,147 +13%
CAM
35
Congress Asset Management
Massachusetts
$3.46M -$161K -3,611 -4%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$3.42M +$37.6K +845 +1%
EWM
37
Elmwood Wealth Management
California
$3.42M +$122K +2,749 +4%
Cerity Partners
38
Cerity Partners
New York
$3.42M -$265K -5,952 -7%
BS
39
Banco Santander
Spain
$3.03M -$261K -5,870 -8%
RG
40
Rathbones Group
United Kingdom
$2.9M -$453K -10,170 -13%
Ameriprise
41
Ameriprise
Minnesota
$2.79M -$5.66K -127 -0.2%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$2.71M – – –
IDBONY
43
Israel Discount Bank of New York
New York
$2.67M +$298K +6,691 +12%
EAM
44
Erste Asset Management
Austria
$2.57M +$735K +16,500 +39%
LSPW
45
Lake Street Private Wealth
Illinois
$2.34M +$187K +4,192 +9%
Lazard Asset Management
46
Lazard Asset Management
New York
$2.27M +$1.54M +34,584 +199%
Renaissance Technologies
47
Renaissance Technologies
New York
$2.23M +$997K +22,400 +79%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.17M -$87K -1,955 -4%
JIC
49
Johnson Investment Counsel
Ohio
$2.06M – – –
SG
50
Sharper & Granite
California
$1.87M +$62.6K +1,405 +3%
1
2
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EPP Hedge Fund Activity: Q1 2023 in Review

205 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2023, worth a combined $1.56B — up 1.2% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EPP positions and 9 closed out — a net gain of 16 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $58.4M. The largest seller was Bank of America, cutting an estimated $91.4M.

  • 205 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2023, up from 193 in Q4 2022.
  • Funds reported $1.56B of iShares MSCI Pacific ex Japan ETF stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2023 and 9 closed out, a net change of +16 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2023 was Goldman Sachs, an estimated $58.4M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2023 was Bank of America, an estimated $91.4M sold.

Based on aggregated 13F filings for Q1 2023.