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iShares MSCI Pacific ex Japan ETF

206 hedge funds and large institutions have $1.36B invested in iShares MSCI Pacific ex Japan ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

38% more capital invested

Capital invested by funds: $988M → $1.36B (+$371M)

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

3.5% more ownership

Funds ownership: 45.45%48.96% (+3.5%)

5% less funds holding

Funds holding: 216206 (-10)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $313K

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
25
Increased
64
Reduced
55
Closed
31
Calls
Puts
$313K
Net Calls
-$313K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
FDx Advisors
Illinois
$513K +$494K +11,480 New
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$511K
Schroder Investment Management Group
103
Schroder Investment Management Group
United Kingdom
$496K -$37K -860 -7%
BAS
104
Brown Advisory Securities
Maryland
$490K +$249K +5,787 +112%
IFS
105
Ifrah Financial Services
Arkansas
$473K -$8.35K -194 -2%
SIA
106
Starfire Investment Advisers
Michigan
$460K +$54.2K +1,260 +14%
JIC
107
Johnson Investment Counsel
Ohio
$439K -$38.7K -900 -8%
WTB
108
Washington Trust Bank
Washington
$426K
MA
109
Montag & Associates
Georgia
$398K
RG
110
Rikoon Group
New Mexico
$397K -$56.4K -1,310 -13%
SC
111
Scotia Capital
Ontario, Canada
$397K +$382K +8,880 New
BCFS
112
Butensky & Cohen Financial Security
Florida
$396K -$23.7K -550 -6%
IUHSA
113
Itau Unibanco Holding S.A.
Brazil
$393K -$194K -4,500 -34%
TFA
114
Transamerica Financial Advisors
Florida
$388K -$3.92K -91 -1%
EAMA
115
EFG Asset Management (Americas)
Florida
$385K
BTNA
116
Bremer Trust National Association
Minnesota
$373K
SBH
117
Segall Bryant & Hamill
Illinois
$366K -$53.8K -1,250 -13%
FCI
118
Financial Counselors Inc
Kansas
$365K +$352K +8,175 New
AOWM
119
Alpha Omega Wealth Management
Virginia
$362K -$4.3K -100 -1%
HCMT
120
Highland Capital Management (Tennessee)
Tennessee
$359K +$2.15K +50 +0.6%
SAM
121
Solaris Asset Management
New York
$355K
CL
122
Choreo LLC
Illinois
$353K +$340K +7,900 New
Baird Financial Group
123
Baird Financial Group
Wisconsin
$335K +$7.96K +185 +3%
CTC
124
Central Trust Company
Missouri
$327K -$39.5K -917 -11%
RMAM
125
Raab & Moskowitz Asset Management
New Jersey
$313K -$117K -2,712 -28%

EPP Hedge Fund Activity: Q1 2017 in Review

206 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2017, worth a combined $1.36B — up 38% from $988M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EPP and 25 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 64 added.

The largest buyer was Bank of America, adding an estimated $143M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $16.4M sold.

  • 206 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2017, down from 216 in Q4 2016.
  • Funds reported $1.36B of iShares MSCI Pacific ex Japan ETF stock for Q1 2017, up 38% quarter-over-quarter.
  • 25 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2017 and 31 closed out, a net change of -6 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2017 was Bank of America, an estimated $143M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2017 was United Services Automobile Association, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2017.