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iShares MSCI Pacific ex Japan ETF
EPP

185 hedge funds and large institutions have $1.58B invested in iShares MSCI Pacific ex Japan ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $1.5B → $1.58B (+$83.2M)

1% more funds holding

Funds holding: 184 → 185 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.9% less ownership

Funds ownership: 79.15% → 75.25% (-3.9%)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

32% less call options, than puts

Call options by funds: $527K | Put options by funds: $772K

Holders
185
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
48
Reduced
54
Closed
16
Calls
$527K
Puts
$772K
Net Calls
-$245K
Net Calls Change
-$8K

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$5.4M
2
BPAMU
BTG Pactual Asset Management US
New York
+$3.62M
3
FMP
Financial Management Professionals
Texas
+$3.47M
4
BS
Banco Santander
Spain
+$3.12M
5
PP
Prudential plc
United Kingdom
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$67.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$27.2M
3
MD
Money Design
Japan
-$24.9M
4
OMC
Old Mission Capital
Illinois
-$4.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$585K -$131K -2,929 -20%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$579K -$90.2K -2,018 -15%
NWMG
78
National Wealth Management Group
Ohio
$571K +$522K +11,685 New
IDBONY
79
Israel Discount Bank of New York
New York
$563K -$528K -11,809 -51%
HCMT
80
Highland Capital Management (Tennessee)
Tennessee
$563K – – –
Bessemer Group
81
Bessemer Group
New Jersey
$557K -$41.3K -925 -8%
MIA
82
MMBG Investment Advisors
Florida
$548K -$539K -12,060 -52%
Canada Life
83
Canada Life
Manitoba, Canada
$544K – – –
RCA
84
Resonant Capital Advisors
Wisconsin
$537K – – –
Osaic Holdings
85
Osaic Holdings
Arizona
$528K -$25.5K -571 -5%
Renaissance Technologies
86
Renaissance Technologies
New York
$498K +$31.3K +700 +7%
CLOS
87
Compagnie Lombard Odier SCmA
Switzerland
$469K – – –
FHA
88
First Horizon Advisors
Tennessee
$461K – – –
BOPW
89
Brandywine Oak Private Wealth
Pennsylvania
$447K – – –
SA
90
swisspartners Advisors
Switzerland
$438K – – –
M
91
MetLife
New York
$437K -$46.5K -1,040 -10%
PCH
92
PGIM Custom Harvest
New Jersey
$420K -$46.3K -1,037 -11%
BCM
93
Becker Capital Management
Oregon
$418K -$176K -3,946 -32%
WBG
94
Wharton Business Group
Pennsylvania
$369K – – –
SFA
95
Sequoia Financial Advisors
Ohio
$359K – – –
MA
96
Montag & Associates
Georgia
$337K – – –
TIAM2
97
Tru Independence Asset Management 2
Oregon
$335K +$307K +6,868 New
TFF
98
The Family Firm
Maryland
$321K – – –
E
99
ETFidea
New York
$317K – – –
CCA
100
Checchi Capital Advisers
California
$310K -$505K -11,310 -64%
2 3
4
5 6

EPP Hedge Fund Activity: Q3 2024 in Review

185 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q3 2024, worth a combined $1.58B — up 5.5% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EPP positions and 16 closed out — a net gain of 4 holders — while 48 added to existing stakes and 54 trimmed.

The largest buyer was Citigroup, adding an estimated $5.4M. The largest seller was Goldman Sachs, cutting an estimated $67.5M.

  • 185 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $1.58B of iShares MSCI Pacific ex Japan ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q3 2024 and 16 closed out, a net change of +4 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q3 2024 was Citigroup, an estimated $5.4M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q3 2024 was Goldman Sachs, an estimated $67.5M sold.

Based on aggregated 13F filings for Q3 2024.