We are live on ! Find out more
EPP icon

iShares MSCI Pacific ex Japan ETF

198 hedge funds and large institutions have $922M invested in iShares MSCI Pacific ex Japan ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.93% more ownership

Funds ownership: 48.36%49.29% (+0.93%)

7% less funds holding

Funds holding: 212198 (-14)

20% less capital invested

Capital invested by funds: $1.15B → $922M (-$233M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

40% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 77

48% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 25

Holders
198
Holders Change
-14
Holders Change %
-6.6%
% of All Funds
5.53%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
13
Increased
46
Reduced
77
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$231M +$132M +3,295,305 +109%
Goldman Sachs
2
Goldman Sachs
New York
$89.2M +$5.23M +130,394 +6%
Morgan Stanley
3
Morgan Stanley
New York
$59.6M -$24M -599,087 -27%
Citigroup
4
Citigroup
New York
$49.9M +$619K +15,437 +1%
SG Americas Securities
5
SG Americas Securities
New York
$37.5M +$35.7M +890,715 +670%
BJ
6
BlackRock Japan
Japan
$35.7M +$6.68M +166,412 +21%
MTB
7
Mizuho Trust & Banking
Japan
$35.4M +$6.47M +161,209 +20%
Wells Fargo
8
Wells Fargo
California
$32.9M -$6.33M -157,808 -15%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$31.5M -$1.8M -44,820 -5%
MB
10
Mizuho Bank
Japan
$23.1M
Bessemer Group
11
Bessemer Group
New Jersey
$17.8M
BS
12
Bessemer Securities
New York
$17.8M
UBS AM
13
UBS AM
Illinois
$13.8M +$1.25M +31,113 +9%
BlackRock
14
BlackRock
New York
$12.3M +$427K +10,643 +3%
UBS Group
15
UBS Group
Switzerland
$11.5M -$4.63M -115,519 -27%
SAS
16
Stelac Advisory Services
New York
$10.7M -$563K -14,041 -5%
KeyBank National Association
17
KeyBank National Association
Ohio
$8.75M -$4.48M -111,775 -32%
CC
18
Curian Capital
Colorado
$8.49M -$12M -299,115 -56%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.73M -$218K -5,436 -3%
WBG
20
Wharton Business Group
Pennsylvania
$6.35M -$25.5M -636,212 -79%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.93M -$3.21M -80,140 -33%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.91M +$201K +5,016 +3%
BPB
23
Badgley, Phelps & Bell
Washington
$5.88M -$5.35M -133,395 -45%
NIMI
24
Natixis Investment Managers International
France
$5.49M
Axa
25
Axa
France
$5.15M

EPP Hedge Fund Activity: Q3 2015 in Review

198 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Pacific ex Japan ETF (EPP) for Q3 2015, worth a combined $922M — down 20% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EPP and 13 opened new positions — a net loss of 12 holders — while 77 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Wharton Business Group, cutting an estimated $25.5M.

  • 198 institutional investors held iShares MSCI Pacific ex Japan ETF (EPP) as of Q3 2015, down from 212 in Q2 2015.
  • Funds reported $922M of iShares MSCI Pacific ex Japan ETF stock for Q3 2015, down 20% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Pacific ex Japan ETF positions in Q3 2015 and 25 closed out, a net change of -12 holders.
  • The largest iShares MSCI Pacific ex Japan ETF buyer in Q3 2015 was Bank of America, an estimated $132M added.
  • The largest iShares MSCI Pacific ex Japan ETF seller in Q3 2015 was Wharton Business Group, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2015.