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iShares MSCI Pacific ex Japan ETF
EPP

197 hedge funds and large institutions have $1.61B invested in iShares MSCI Pacific ex Japan ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

4% more funds holding

Funds holding: 189 → 197 (+8)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0.08% more ownership

Funds ownership: 71.34% → 71.42% (+0.08%)

3% less capital invested

Capital invested by funds: $1.66B → $1.61B (-$54M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
197
Holders Change
+8
Holders Change %
+4.23%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
53
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$20.4M
2
Bessemer Group
Bessemer Group
New Jersey
+$3.12M
3
Asset Management One
Asset Management One
Japan
+$3.11M
4
Morgan Stanley
Morgan Stanley
New York
+$2.8M
5
OMC
Old Mission Capital
Illinois
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$20.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$8.84M
3
Deutsche Bank
Deutsche Bank
Germany
-$8.37M
4
Bank of America
Bank of America
North Carolina
-$6.73M
5
Jane Street
Jane Street
New York
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
101
Itau Unibanco Holding S.A.
Brazil
$326K – – –
TFF
102
The Family Firm
Maryland
$324K +$3.61K +73 +1%
PIMG
103
Patriot Investment Management Group
Tennessee
$319K – – –
CFO
104
CVA Family Office
Colorado
$302K – – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$300K +$21.3K +430 +7%
CA
106
Cetera Advisors
Colorado
$285K +$2.82K +57 +1%
SF
107
Synovus Financial
Georgia
$284K -$1.58K -32 -0.5%
SIA
108
Soltis Investment Advisors
Utah
$278K +$544 +11 +0.2%
VWA
109
VERITY Wealth Advisors
United States
$274K – – –
Renaissance Technologies
110
Renaissance Technologies
New York
$263K -$1.01M -20,400 -79%
FCI
111
Financial Counselors Inc
Kansas
$263K – – –
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$260K – – –
CTC
113
Central Trust Company
Missouri
$245K – – –
G
114
GenTrust
Florida
$230K – – –
PAG
115
Private Advisor Group
New Jersey
$230K +$238K +4,815 New
SAM
116
SignalPoint Asset Management
Missouri
$224K -$9.4K -190 -4%
ZB
117
Zions Bancorporation
Utah
$216K – – –
AIM
118
Acropolis Investment Management
Missouri
$207K – – –
PAMS
119
Pictet Asset Management (Switzerland)
Switzerland
$205K – – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$195K -$289K -5,846 -60%
RE
121
RBC Europe
United Kingdom
$188K +$67.8K +1,370 +53%
IA
122
IFP Advisors
Florida
$167K – – –
COCM
123
Charter Oak Capital Management
New Hampshire
$152K -$13K -263 -8%
TSWM
124
Tyler-Stone Wealth Management
Ohio
$147K +$152K +3,080 New
WTC
125
WhitTier Trust Company
Nevada
$129K – – –
3 4
5
6 7

EPP Hedge Fund Activity: Q4 2021 in Review

197 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q4 2021, worth a combined $1.61B — down 3.3% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EPP positions and 16 closed out — a net gain of 11 holders — while 53 added to existing stakes and 50 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.4M. The largest seller was JP Morgan Chase, cutting an estimated $20.3M.

  • 197 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $1.61B of iShares MSCI Pacific ex Japan ETF stock for Q4 2021, down 3.3% quarter-over-quarter.
  • 27 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q4 2021 and 16 closed out, a net change of +11 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q4 2021 was Goldman Sachs, an estimated $20.4M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q4 2021 was JP Morgan Chase, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2021.