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iShares MSCI Pacific ex Japan ETF

187 hedge funds and large institutions have $1.16B invested in iShares MSCI Pacific ex Japan ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 75 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.02B → $1.16B (+$148M)

5% more call options, than puts

Call options by funds: $5.35M | Put options by funds: $5.12M

0.69% more ownership

Funds ownership: 66.09%66.77% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

2% less funds holding

Funds holding: 190187 (-3)

61% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 75

Holders
187
Holders Change
-3
Holders Change %
-1.58%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
29
Reduced
75
Closed
30
Calls
$5.35M
Puts
$5.12M
Net Calls
+$232K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
MUFG Americas
New York
$20K
PCTC
152
Perkins Coie Trust Company
Washington
$20K
ME
153
McIlrath & Eck
Washington
$19K -$15.7K -420 -47%
WTC
154
WhitTier Trust Company
Nevada
$19K -$7.48K -200 -29%
DCM
155
Davis Capital Management
Florida
$18K
FHA
156
Flagship Harbor Advisors
Massachusetts
$16K
GI
157
Gradient Investments
Minnesota
$16K
JWA
158
JFS Wealth Advisors
Pennsylvania
$15K
LWM
159
Lenox Wealth Management
Ohio
$15K +$12.8K +342 +580%
CFA
160
Carroll Financial Associates
North Carolina
$13K
Franklin Resources
161
Franklin Resources
California
$12K +$11.2K +299 New
CCA
162
Column Capital Advisors
Indiana
$11K
EW
163
Evoke Wealth
California
$11K
PA
164
Parallel Advisors
California
$9K +$3.74K +100 +67%
APA
165
American Portfolios Advisors
New York
$8.51K +$1.83K +49 +30%
CFD
166
Creative Financial Designs
Indiana
$8K +$7.59K +203 New
EIP
167
Ellis Investment Partners
Pennsylvania
$7K
VFA
168
Valeo Financial Advisors
Indiana
$7K +$6.21K +166 New
CG
169
Cutler Group
California
$7K +$7.48K +200 New
WEC
170
Winslow Evans & Crocker
Massachusetts
$6K -$37 -1 -0.7%
EI
171
Ellevest Inc
New York
$5K -$8.53K -228 -66%
VCM
172
Versant Capital Management
Arizona
$5K
PB
173
Pinnacle Bancorp
Nebraska
$4K -$3.37K -90 -48%
RFA
174
Reilly Financial Advisors
California
$4K
AII
175
AGF Investments Inc
Ontario, Canada
$4K +$1.16K +31 +39%

EPP Hedge Fund Activity: Q2 2020 in Review

187 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q2 2020, worth a combined $1.16B — up 15% from $1.02B a quarter earlier.

Fund positioning in EPP was balanced in Q2 2020: 30 funds opened new positions, 30 closed out, 29 added to existing stakes and 75 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $24.4M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $21.6M sold.

  • 187 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $1.16B of iShares MSCI Pacific ex Japan ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 30 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q2 2020 and 30 closed out, a net change of 0 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $24.4M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q2 2020 was Manulife (Manufacturers Life Insurance), an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2020.