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iShares MSCI Pacific ex Japan ETF

189 hedge funds and large institutions have $906M invested in iShares MSCI Pacific ex Japan ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.98% less ownership

Funds ownership: 48.93%46.95% (-2%)

5% less capital invested

Capital invested by funds: $956M → $906M (-$50.1M)

6% less funds holding

Funds holding: 202189 (-13)

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

49% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 83

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $526K

Holders
189
Holders Change
-13
Holders Change %
-6.44%
% of All Funds
5.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
42
Reduced
83
Closed
31
Calls
Puts
$526K
Net Calls
-$526K
Net Calls Change
-$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Brinker Capital
Pennsylvania
$807K -$378K -10,427 -34%
RIM
77
Regent Investment Management
Kentucky
$782K +$723K +19,930 New
CSA
78
Cottage Street Advisors
Massachusetts
$766K -$61.6K -1,700 -8%
Prudential Financial
79
Prudential Financial
New Jersey
$764K +$6.89K +190 +1%
ONB
80
Old National Bancorp
Indiana
$749K -$294K -8,122 -30%
Northern Trust
81
Northern Trust
Illinois
$707K +$423K +11,658 +183%
BTS
82
BB&T Securities
Virginia
$700K +$647K +17,850 New
CT
83
Cambridge Trust
Massachusetts
$678K -$162K -4,465 -21%
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$673K -$51.3K -1,415 -8%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$672K -$13.4K -370 -2%
ANTB
86
AMG National Trust Bank
Colorado
$657K -$74.9K -2,066 -11%
MFS
87
MSI Financial Services
Massachusetts
$604K -$46.2K -1,273 -8%
OWD
88
Osborn Williams & Donohoe
Ohio
$592K
VWA
89
V Wealth Advisors
Kansas
$592K +$548K +15,107 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$587K -$1.47M -40,410 -73%
SAM
91
SignalPoint Asset Management
Missouri
$555K -$25.4K -701 -5%
M&T Bank
92
M&T Bank
New York
$525K +$78.8K +2,173 +19%
JIC
93
Johnson Investment Counsel
Ohio
$506K +$207K +5,696 +79%
GA
94
GFS Advisors
Texas
$490K -$14.8K -409 -3%
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$486K +$145 +4 +0%
RCWMU
96
Rothschild & Co Wealth Management (UK)
United Kingdom
$482K
PVH
97
Psagot Value Holdings
Israel
$479K -$113K -3,130 -20%
BCFS
98
Butensky & Cohen Financial Security
Florida
$463K -$79.2K -2,184 -16%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$457K -$18.9K -520 -4%
PAG
100
Private Advisor Group
New Jersey
$447K -$62.1K -1,714 -13%

EPP Hedge Fund Activity: Q1 2016 in Review

189 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2016, worth a combined $906M — down 5.2% from $956M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EPP and 20 opened new positions — a net loss of 11 holders — while 83 trimmed existing stakes and 42 added.

The largest buyer was Bank of America, adding an estimated $8.53M. The largest seller was Citigroup, cutting an estimated $56.5M.

  • 189 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2016, down from 202 in Q4 2015.
  • Funds reported $906M of iShares MSCI Pacific ex Japan ETF stock for Q1 2016, down 5.2% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2016 and 31 closed out, a net change of -11 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2016 was Bank of America, an estimated $8.53M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2016 was Citigroup, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2016.