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iShares MSCI Pacific ex Japan ETF

233 hedge funds and large institutions have $1.56B invested in iShares MSCI Pacific ex Japan ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $757K | Put options by funds: $275K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

23% more capital invested

Capital invested by funds: $1.27B → $1.56B (+$288M)

4% more funds holding

Funds holding: 224233 (+9)

3.82% more ownership

Funds ownership: 61.57%65.38% (+3.8%)

2% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 61

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
5.04%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
37
Increased
60
Reduced
61
Closed
27
Calls
$757K
Puts
$275K
Net Calls
+$482K
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MV Capital Management
Maryland
$43K -$8.85K -200 -18%
ZIG
177
Zurich Insurance Group
Switzerland
$42K -$300K -6,785 -88%
AIM
178
Advantage Investment Management
Iowa
$41K
CHC
179
City Holding Co
West Virginia
$40K
IA
180
IFP Advisors
Florida
$37K -$29.4K -665 -45%
WTB
181
Washington Trust Bank
Washington
$37K -$1.95K -44 -5%
CFG
182
Citizens Financial Group
Rhode Island
$37K
OIA
183
OneDigital Investment Advisors
Kansas
$35K
JCM
184
Jacobi Capital Management
Pennsylvania
$34K
SIAP
185
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K
Marshall Wace
186
Marshall Wace
United Kingdom
$32K +$31K +700 New
TFS
187
TrustCore Financial Services
Tennessee
$28K +$27.1K +613 New
MA
188
MUFG Americas
New York
$23K -$3.98K -90 -15%
PCTC
189
Perkins Coie Trust Company
Washington
$23K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$20K +$4.25K +96 +33%
FHA
191
Flagship Harbor Advisors
Massachusetts
$19K
GI
192
Gradient Investments
Minnesota
$19K
CCM
193
Cribstone Capital Management
Maine
$17K
JWA
194
JFS Wealth Advisors
Pennsylvania
$17K
CFA
195
Carroll Financial Associates
North Carolina
$15K
CWA
196
Clarus Wealth Advisors
Arizona
$15K +$1.06K +24 +8%
IWA
197
Intercontinental Wealth Advisors
Texas
$14K
FANJ
198
Financial Architects (New Jersey)
New Jersey
$12K +$11.4K +258 New
WEC
199
Winslow Evans & Crocker
Massachusetts
$8K
PA
200
Parallel Advisors
California
$7K

EPP Hedge Fund Activity: Q1 2019 in Review

233 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q1 2019, worth a combined $1.56B — up 23% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EPP positions and 27 closed out — a net gain of 10 holders — while 60 added to existing stakes and 61 trimmed.

The largest buyer was Bank of America, adding an estimated $49.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $33.6M sold.

  • 233 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q1 2019, up from 224 in Q4 2018.
  • Funds reported $1.56B of iShares MSCI Pacific ex Japan ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 37 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q1 2019 and 27 closed out, a net change of +10 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q1 2019 was Bank of America, an estimated $49.4M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q1 2019 was Susquehanna International Group, an estimated $33.6M sold.

Based on aggregated 13F filings for Q1 2019.