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iShares MSCI Pacific ex Japan ETF
EPP

186 hedge funds and large institutions have $1.51B invested in iShares MSCI Pacific ex Japan ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $30K | Put options by funds: $9K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

3% less capital invested

Capital invested by funds: $1.56B → $1.51B (-$46.4M)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

1% less funds holding

Funds holding: 188 → 186 (-2)

4.57% less ownership

Funds ownership: 82.58% → 78.01% (-4.6%)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
45
Reduced
52
Closed
24
Calls
$30K
Puts
$9K
Net Calls
+$21K
Net Calls Change
+$64K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$96.6M
2
MD
Money Design
Japan
+$9.78M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.69M
4
Jane Street
Jane Street
New York
+$7.03M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$77.2M
2
Bank of America
Bank of America
North Carolina
-$35.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$26.6M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$9.62M
5
PP
Prudential plc
United Kingdom
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K – – –
HIA
152
Harbor Investment Advisory
Maryland
$11K -$6.24K -148 -36%
WIA
153
Wetzel Investment Advisors
Indiana
$10.8K – – –
JWA
154
JFS Wealth Advisors
Pennsylvania
$10.7K -$84 -2 -0.8%
GJIA
155
Glass Jacobson Investment Advisors
Maryland
$9.63K – – –
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$9K -$1.6K -38 -15%
TAM
157
Tucker Asset Management
Colorado
$8.9K +$8.77K +208 New
AIM
158
Anchor Investment Management
South Carolina
$8.09K – – –
CHC
159
City Holding Co
West Virginia
$7.49K – – –
VCM
160
Versant Capital Management
Arizona
$6.8K – – –
S
161
SignatureFD
Georgia
$6.46K +$6.37K +151 New
VWM
162
Venturi Wealth Management
Texas
$6.34K – – –
PPC
163
Park Place Capital
Alabama
$5.78K – – –
IRC
164
Investors Research Corp
Georgia
$5.31K – – –
DCM
165
Davis Capital Management
Florida
$3.85K – – –
BL
166
Balentine LLC
Georgia
$3.77K – – –
WT
167
Whittier Trust
California
$3.21K – – –
WT
168
Washington Trust
Rhode Island
$3.08K +$3.04K +72 New
AIC
169
Archer Investment Corporation
Indiana
$2.95K -$9.02K -214 -76%
FFA
170
Farther Finance Advisors
California
$2.78K – – –
CIAS
171
Capital Investment Advisory Services
North Carolina
$2.7K -$801 -19 -23%
TRCT
172
Tower Research Capital (TRC)
New York
$2.14K -$13.7K -325 -87%
PFSC
173
Peoples Financial Services Corp
Pennsylvania
$2.14K – – –
FCAS
174
First Command Advisory Services
Texas
$2.01K – – –
AW
175
Avion Wealth
Texas
$2K – – –
5 6
7
8 9

EPP Hedge Fund Activity: Q1 2024 in Review

186 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2024, worth a combined $1.51B — down 3% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of EPP and 23 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 45 added.

The largest buyer was Goldman Sachs, adding an estimated $96.6M. The largest seller was Morgan Stanley, cutting an estimated $77.2M.

  • 186 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2024, down from 188 in Q4 2023.
  • Funds reported $1.51B of iShares MSCI Pacific ex Japan ETF stock for Q1 2024, down 3% quarter-over-quarter.
  • 23 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2024 and 24 closed out, a net change of -1 holder.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2024 was Goldman Sachs, an estimated $96.6M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2024 was Morgan Stanley, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2024.