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iShares MSCI Pacific ex Japan ETF

177 hedge funds and large institutions have $1.24B invested in iShares MSCI Pacific ex Japan ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$76.6M)

1.99% more ownership

Funds ownership: 66.77%68.76% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 187177 (-10)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

56% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 71

Holders
177
Holders Change
-10
Holders Change %
-5.35%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
31
Reduced
71
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
76
Soltis Investment Advisors
Utah
$507K -$10.2K -247 -2%
Canada Life
77
Canada Life
Manitoba, Canada
$487K -$8.57K -207 -2%
HCP
78
Hexagon Capital Partners
Arkansas
$481K +$491K +11,865 New
FWCM
79
Ferguson Wellman Capital Management
Oregon
$465K -$14.5K -350 -3%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$459K +$37.9K +915 +9%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$452K -$211K -5,087 -31%
BOPW
82
Brandywine Oak Private Wealth
Pennsylvania
$451K
RJA
83
Raymond James & Associates
Florida
$449K -$55.8K -1,349 -11%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$447K -$31.3K -757 -6%
RCA
85
Resonant Capital Advisors
Wisconsin
$446K
CB
86
Commerce Bank
Missouri
$440K -$13.1K -317 -3%
BTW
87
Boston Trust Walden
Massachusetts
$434K +$41.4K +1,000 +10%
HCMT
88
Highland Capital Management (Tennessee)
Tennessee
$394K +$6.17K +149 +2%
CLOS
89
Compagnie Lombard Odier SCmA
Switzerland
$390K
GA
90
GFS Advisors
Texas
$389K
PAMU
91
Pictet Asset Management (UK)
United Kingdom
$371K
ASN
92
Advisory Services Network
Georgia
$370K +$3.06K +74 +0.8%
BHWM
93
Bar Harbor Wealth Management
New Hampshire
$357K -$286K -6,917 -44%
FCI
94
Financial Counselors Inc
Kansas
$326K
IUHSA
95
Itau Unibanco Holding S.A.
Brazil
$321K
WBG
96
Wharton Business Group
Pennsylvania
$307K -$3.77M -91,039 -92%
KAS
97
Kestra Advisory Services
Texas
$291K +$4.26K +103 New
MA
98
Montag & Associates
Georgia
$280K -$82.8K -2,000 -22%
G
99
GenTrust
Florida
$264K
VSWA
100
Vontobel Swiss Wealth Advisors
Switzerland
$261K

EPP Hedge Fund Activity: Q3 2020 in Review

177 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q3 2020, worth a combined $1.24B — up 6.6% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EPP and 17 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 31 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $69.9M. The largest seller was Jane Street, exiting entirely with an estimated $8.34M sold.

  • 177 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q3 2020, down from 187 in Q2 2020.
  • Funds reported $1.24B of iShares MSCI Pacific ex Japan ETF stock for Q3 2020, up 6.6% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q3 2020 and 25 closed out, a net change of -8 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $69.9M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q3 2020 was Jane Street, an estimated $8.34M sold.

Based on aggregated 13F filings for Q3 2020.