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iShares MSCI Pacific ex Japan ETF

200 hedge funds and large institutions have $1.68B invested in iShares MSCI Pacific ex Japan ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $1.42B → $1.68B (+$260M)

6% more funds holding

Funds holding: 189200 (+11)

2.63% more ownership

Funds ownership: 69.01%71.64% (+2.6%)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

43% less call options, than puts

Call options by funds: $791K | Put options by funds: $1.39M

Holders
200
Holders Change
+11
Holders Change %
+5.82%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
50
Reduced
53
Closed
18
Calls
$791K
Puts
$1.39M
Net Calls
-$600K
Net Calls Change
-$423K
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
101
Wharton Business Group
Pennsylvania
$380K
MA
102
Montag & Associates
Georgia
$347K
TFF
103
The Family Firm
Maryland
$335K
Creative Planning
104
Creative Planning
Kansas
$335K +$23.5K +470 +8%
PIMG
105
Patriot Investment Management Group
Tennessee
$335K +$335K +6,685 New
Wolverine Trading
106
Wolverine Trading
Illinois
$330K +$328K +6,551 New
SA
107
swisspartners Advisors
Switzerland
$322K
CFO
108
CVA Family Office
Colorado
$317K
SIA
109
Soltis Investment Advisors
Utah
$307K -$314K -6,280 -51%
CA
110
Cetera Advisors
Colorado
$305K +$305K +6,082 New
Citigroup
111
Citigroup
New York
$299K +$50.9K +1,017 +21%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$293K -$501 -10 -0.2%
VWA
113
VERITY Wealth Advisors
United States
$288K
CTC
114
Central Trust Company
Missouri
$280K
BHWM
115
Bar Harbor Wealth Management
New Hampshire
$271K -$27.7K -553 -9%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$269K -$190K -3,793 -41%
SAM
117
SignalPoint Asset Management
Missouri
$265K
SF
118
Synovus Financial
Georgia
$256K -$42.1K -840 -14%
BCFS
119
Butensky & Cohen Financial Security
Florida
$255K -$8.51K -170 -3%
G
120
GenTrust
Florida
$247K +$250K +5,000 New
ZB
121
Zions Bancorporation
Utah
$236K +$227K +4,532 +2,833%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$228K +$72.2K +1,442 +47%
AIM
123
Acropolis Investment Management
Missouri
$216K -$9.86K -197 -4%
RCAG
124
Rehmann Capital Advisory Group
Michigan
$214K -$51.4K -1,026 -19%
FEM
125
Fulcrum Equity Management
Texas
$212K +$211K +4,212 New

EPP Hedge Fund Activity: Q1 2021 in Review

200 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2021, worth a combined $1.68B — up 18% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EPP positions and 18 closed out — a net gain of 12 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Jane Street, cutting an estimated $34.3M.

  • 200 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2021, up from 189 in Q4 2020.
  • Funds reported $1.68B of iShares MSCI Pacific ex Japan ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 30 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2021 and 18 closed out, a net change of +12 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $164M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2021 was Jane Street, an estimated $34.3M sold.

Based on aggregated 13F filings for Q1 2021.