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iShares MSCI Pacific ex Japan ETF

208 hedge funds and large institutions have $1.13B invested in iShares MSCI Pacific ex Japan ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $931M → $1.13B (+$203M)

7% more funds holding

Funds holding: 195208 (+13)

2.06% more ownership

Funds ownership: 45.74%47.8% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

28% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 67

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $638K

Holders
208
Holders Change
+13
Holders Change %
+6.67%
% of All Funds
5.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
48
Reduced
67
Closed
18
Calls
Puts
$638K
Net Calls
-$638K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
151
Stanford Investment Group
California
$87K
EDRS
152
Edmond de Rothschild (Suisse)
Switzerland
$76K
Lazard Asset Management
153
Lazard Asset Management
New York
$75K
BKA
154
Brick & Kyle Associates
Pennsylvania
$73K
ACM
155
Argentus Capital Management
Texas
$62K -$53.5K -1,299 -47%
CHC
156
City Holding Co
West Virginia
$62K
AG
157
Advisor Group
Arizona
$56K -$146K -3,546 -73%
IA
158
IFP Advisors
Florida
$56K -$43.2K -1,048 -44%
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54K -$10.2M -248,129 -99%
LCM
160
Liberty Capital Management
Michigan
$53K +$51.7K +1,255 New
MCM
161
MV Capital Management
Maryland
$52K -$97.3K -2,362 -66%
DSC
162
Duncker Streett & Co
Missouri
$51K
WTC
163
WhitTier Trust Company
Nevada
$42K
TF
164
Tompkins Financial
New York
$41K
CWM
165
Concert Wealth Management
California
$41K +$41.4K +1,004 New
WRM
166
Westport Resources Management
Connecticut
$38K
GWM
167
Geneos Wealth Management
Colorado
$34K -$121K -2,932 -78%
OC
168
Oakworth Capital
Alabama
$30K
Mariner
169
Mariner
Kansas
$30K +$29.2K +710 New
BL
170
Balentine LLC
Georgia
$27K
GT
171
Glenmede Trust
Pennsylvania
$25K
RWA
172
Ropes Wealth Advisors
Massachusetts
$25K +$24.4K +592 New
Creative Planning
173
Creative Planning
Kansas
$24K -$5.39K -131 -19%
DADC
174
D.A. Davidson & Co
Montana
$24K
PG
175
Patten Group
Tennessee
$23.3K

EPP Hedge Fund Activity: Q3 2016 in Review

208 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q3 2016, worth a combined $1.13B — up 22% from $931M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EPP positions and 18 closed out — a net gain of 15 holders — while 48 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $160M. The largest seller was Citigroup, cutting an estimated $55.6M.

  • 208 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q3 2016, up from 195 in Q2 2016.
  • Funds reported $1.13B of iShares MSCI Pacific ex Japan ETF stock for Q3 2016, up 22% quarter-over-quarter.
  • 33 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q3 2016 and 18 closed out, a net change of +15 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q3 2016 was Bank of America, an estimated $160M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q3 2016 was Citigroup, an estimated $55.6M sold.

Based on aggregated 13F filings for Q3 2016.