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iShares MSCI Pacific ex Japan ETF

227 hedge funds and large institutions have $1.54B invested in iShares MSCI Pacific ex Japan ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.64% more ownership

Funds ownership: 47.55%49.18% (+1.6%)

0% more capital invested

Capital invested by funds: $1.54B → $1.54B (+$606K)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

8% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 78

2% less funds holding

Funds holding: 231227 (-4)

18% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $2.04M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
227
Holders Change
-4
Holders Change %
-1.73%
% of All Funds
6.58%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
17
Increased
72
Reduced
78
Closed
18
Calls
$1.68M
Puts
$2.04M
Net Calls
-$363K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LMCG Investments
Massachusetts
$4.19M +$100K +2,007 +2%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$4.01M
BG
53
BlackRock Group
United Kingdom
$3.96M
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$3.95M -$216K -4,310 -5%
SAM
55
SignalPoint Asset Management
Missouri
$3.73M -$161K -3,213 -4%
B
56
Baird
Wisconsin
$3.22M +$52.2K +1,044 +2%
BFM
57
Boston Financial Management
Massachusetts
$3.13M -$144K -2,875 -4%
CS
58
Credit Suisse
Switzerland
$3.1M +$759K +15,173 +29%
RJA
59
Raymond James & Associates
Florida
$2.98M +$178K +3,560 +6%
BG
60
Bahl & Gaynor
Ohio
$2.94M -$16.5K -330 -0.5%
TH
61
TCTC Holdings
Texas
$2.82M +$3.06M +61,227 New
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$2.81M -$233K -4,656 -7%
CHFS
63
Cobble Hill Financial Services
New Jersey
$2.76M
US Bancorp
64
US Bancorp
Minnesota
$2.71M -$292K -5,845 -9%
CB
65
Commerce Bank
Missouri
$2.67M -$56.4K -1,128 -2%
SB
66
Suntrust Banks
Georgia
$2.66M -$1.53M -30,552 -35%
JP Morgan Chase
67
JP Morgan Chase
New York
$2.55M +$1.39M +27,782 +100%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$2.42M +$1.6M +32,036 +157%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$2.35M +$78.5K +1,569 +3%
AIM
70
Acropolis Investment Management
Missouri
$2.3M -$2.52M -50,260 -50%
PAMU
71
Pictet Asset Management (UK)
United Kingdom
$2.26M
MA
72
MUFG Americas
New York
$2.19M -$343K -6,855 -13%
ANTB
73
AMG National Trust Bank
Colorado
$2.15M -$140K -2,805 -6%
BCM
74
Bluefin Capital Management
New York
$2.08M +$2.27M +45,268 New
Franklin Resources
75
Franklin Resources
California
$2.05M -$1.12M -22,400 -33%

EPP Hedge Fund Activity: Q3 2014 in Review

227 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q3 2014, worth a combined $1.54B — up 0.04% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EPP and 17 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 72 added.

The largest buyer was Managed Account Advisors, adding an estimated $27.3M. The largest seller was Mizuho Bank, cutting an estimated $21M.

  • 227 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q3 2014, down from 231 in Q2 2014.
  • Funds reported $1.54B of iShares MSCI Pacific ex Japan ETF stock for Q3 2014, up 0.04% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $27.3M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q3 2014 was Mizuho Bank, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2014.