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iShares MSCI Pacific ex Japan ETF

233 hedge funds and large institutions have $1.56B invested in iShares MSCI Pacific ex Japan ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $757K | Put options by funds: $275K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

23% more capital invested

Capital invested by funds: $1.27B → $1.56B (+$288M)

4% more funds holding

Funds holding: 224233 (+9)

3.82% more ownership

Funds ownership: 61.57%65.38% (+3.8%)

2% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 61

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
5.04%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
37
Increased
60
Reduced
61
Closed
27
Calls
$757K
Puts
$275K
Net Calls
+$482K
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
101
Fulcrum Equity Management
Texas
$638K +$615K +13,899 New
M&T Bank
102
M&T Bank
New York
$617K +$90.9K +2,055 +18%
Canada Life
103
Canada Life
Manitoba, Canada
$594K +$5.75K +130 +1%
SFS
104
Sowell Financial Services
Arkansas
$575K +$555K +12,533 New
M
105
MetLife
New York
$559K -$31.4K -710 -6%
RSWM
106
Robertson Stephens Wealth Management
California
$549K
JMPWA
107
JP Morgan Private Wealth Advisors
California
$542K -$63.5K -1,435 -11%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$512K
BTW
109
Boston Trust Walden
Massachusetts
$491K -$53.1K -1,200 -10%
F
110
F3Logic
Minnesota
$482K +$54.7K +1,236 +13%
RG
111
Rikoon Group
New Mexico
$463K
BTS
112
BB&T Securities
Virginia
$445K
CLOS
113
Compagnie Lombard Odier SCmA
Switzerland
$441K
TFF
114
The Family Firm
Maryland
$429K
HCMT
115
Highland Capital Management (Tennessee)
Tennessee
$427K +$35.1K +794 +9%
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$426K +$146K +3,297 +55%
MA
117
Montag & Associates
Georgia
$409K
CCA
118
Checchi Capital Advisers
California
$382K +$368K +8,319 New
FCI
119
Financial Counselors Inc
Kansas
$376K
AG
120
Advisor Group
Arizona
$349K -$38.3K -865 -10%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$349K
BCFS
122
Butensky & Cohen Financial Security
Florida
$344K
JIC
123
Johnson Investment Counsel
Ohio
$333K -$62K -1,400 -16%
LSA
124
L & S Advisors
California
$333K -$39.1K -883 -11%
SC
125
Scotia Capital
Ontario, Canada
$326K -$16.8K -380 -5%

EPP Hedge Fund Activity: Q1 2019 in Review

233 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2019, worth a combined $1.56B — up 23% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EPP positions and 27 closed out — a net gain of 10 holders — while 60 added to existing stakes and 61 trimmed.

The largest buyer was Bank of America, adding an estimated $49.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $33.6M sold.

  • 233 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2019, up from 224 in Q4 2018.
  • Funds reported $1.56B of iShares MSCI Pacific ex Japan ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2019 and 27 closed out, a net change of +10 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2019 was Bank of America, an estimated $49.4M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2019 was Susquehanna International Group, an estimated $33.6M sold.

Based on aggregated 13F filings for Q1 2019.