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iShares MSCI Pacific ex Japan ETF

217 hedge funds and large institutions have $1.22B invested in iShares MSCI Pacific ex Japan ETF in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

2.69% less ownership

Funds ownership: 48.12%45.43% (-2.7%)

5% less funds holding

Funds holding: 228217 (-11)

6% less capital invested

Capital invested by funds: $1.31B → $1.22B (-$85M)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.29M

Holders
217
Holders Change
-11
Holders Change %
-4.82%
% of All Funds
5.78%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
19
Increased
63
Reduced
84
Closed
27
Calls
Puts
$1.29M
Net Calls
-$1.29M
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$715K +$713K +15,765 New
BCFS
102
Butensky & Cohen Financial Security
Florida
$693K -$75.1K -1,661 -10%
KIM
103
Karpus Investment Management
New York
$687K -$430K -9,523 -39%
HCM
104
Hengehold Capital Management
Ohio
$678K +$19.6K +433 +3%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$651K -$28.1K -621 -4%
RMAM
106
Raab & Moskowitz Asset Management
New Jersey
$646K +$20.8K +460 +3%
SAM
107
SignalPoint Asset Management
Missouri
$627K -$2.65M -58,705 -81%
PSI
108
Pinnacle Summer Investments
Virginia
$625K +$15K +332 +2%
PAG
109
Private Advisor Group
New Jersey
$594K -$76.3K -1,688 -11%
GA
110
GFS Advisors
Texas
$589K -$22.6K -500 -4%
EWM
111
Endurance Wealth Management
Rhode Island
$585K -$101K -2,237 -15%
IRF
112
IBM Retirement Fund
New York
$576K +$90.4K +2,000 +19%
PAI
113
Pittenger & Anderson Inc
Nebraska
$572K
RCWMU
114
Rothschild & Co Wealth Management (UK)
United Kingdom
$558K
FWCM
115
Ferguson Wellman Capital Management
Oregon
$554K -$77.8K -1,720 -12%
JIC
116
Johnson Investment Counsel
Ohio
$528K +$949 +21 +0.2%
NC
117
NewSquare Capital
Pennsylvania
$522K -$208K -4,600 -29%
SBH
118
Segall Bryant & Hamill
Illinois
$506K -$7.91K -175 -2%
WTB
119
Washington Trust Bank
Washington
$496K -$1.13K -25 -0.2%
AIC
120
Ayalon Insurance Company
Israel
$494K +$493K +10,900 New
MFS
121
MSI Financial Services
Massachusetts
$490K +$244K +5,397 +100%
IFS
122
Ifrah Financial Services
Arkansas
$473K +$25.9K +572 +6%
FCBT
123
First Citizens Bank & Trust
North Carolina
$472K -$94.9K -2,100 -17%
SFG
124
SNS Financial Group
Minnesota
$468K +$107K +2,366 +30%
SIA
125
Starfire Investment Advisers
Michigan
$457K +$455K +10,065 New

EPP Hedge Fund Activity: Q1 2015 in Review

217 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2015, worth a combined $1.22B — down 6.5% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EPP and 19 opened new positions — a net loss of 8 holders — while 84 trimmed existing stakes and 63 added.

The largest buyer was Managed Account Advisors, adding an estimated $29M. The largest seller was Deutsche Bank, exiting entirely with an estimated $110M sold.

  • 217 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2015, down from 228 in Q4 2014.
  • Funds reported $1.22B of iShares MSCI Pacific ex Japan ETF stock for Q1 2015, down 6.5% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2015 and 27 closed out, a net change of -8 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $29M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2015 was Deutsche Bank, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2015.