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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
CFO
101
CVA Family Office
Colorado
$256K
HCC
102
Hirtle Callaghan & Co
Pennsylvania
$253K
SF
103
Synovus Financial
Georgia
$240K +$25.6K +618 +12%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$239K +$66.1K +1,598 +37%
PIMG
105
Patriot Investment Management Group
Tennessee
$237K -$6.21K -150 -2%
VWA
106
VERITY Wealth Advisors
United States
$233K
CTC
107
Central Trust Company
Missouri
$226K -$29K -700 -11%
SA
108
swisspartners Advisors
Switzerland
$223K -$6.21K -150 -3%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$216K -$2.48K -60 -1%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$214K -$1.9K -46 -0.9%
SAM
111
SignalPoint Asset Management
Missouri
$214K
BCFS
112
Butensky & Cohen Financial Security
Florida
$213K -$7.24K -175 -3%
Citigroup
113
Citigroup
New York
$212K -$4.7M -113,557 -96%
CCA
114
Checchi Capital Advisers
California
$210K -$350K -8,469 -62%
LB
115
Leo Brokerage
Texas
$209K +$218K +5,260 New
SPIA
116
Steward Partners Investment Advisory
New York
$193K -$7.04K -170 -3%
AIM
117
Acropolis Investment Management
Missouri
$187K +$41.6K +1,005 +28%
SW
118
SVB Wealth
Massachusetts
$178K +$181K +4,375 New
RE
119
RBC Europe
United Kingdom
$164K +$167K +4,045 New
PVH
120
Psagot Value Holdings
Israel
$162K
IA
121
IFP Advisors
Florida
$141K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$121K -$17.8K -431 -13%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$119K -$4.14K -100 -3%
WT
124
Whittier Trust
California
$93K
GT
125
Glenmede Trust
Pennsylvania
$90K

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.