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iShares MSCI Peru and Global Exposure ETF

43 hedge funds and large institutions have $56.3M invested in iShares MSCI Peru and Global Exposure ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 4043 (+3)

3% more capital invested

Capital invested by funds: $54.4M → $56.3M (+$1.86M)

2.99% less ownership

Funds ownership: 22.66%19.68% (-3%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$10.4M +$162K +4,475 +1%
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$10.4M
AIM
3
Assured Investment Management
New York
$8.16M
MLM
4
Mount Lucas Management
Pennsylvania
$3.08M +$263K +7,282 +9%
Jane Street
5
Jane Street
New York
$2.22M +$2.35M +64,818 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.05M +$608K +16,807 +39%
JGUA
7
John G. Ullman & Associates
New York
$2.03M -$169K -4,670 -7%
CPS
8
Counsel Portfolio Services
Ontario, Canada
$1.66M +$105K +2,913 +6%
SP
9
Sarasin & Partners
United Kingdom
$1.65M +$1.75M +48,300 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.65M +$1.39M +38,375 +395%
LS
11
Lattice Strategies
Pennsylvania
$1.61M +$647K +17,880 +61%
DCM
12
Discovery Capital Management
Connecticut
$1.55M
ZIM
13
Zacks Investment Management
Illinois
$1.22M +$2.24K +62 +0.2%
Goldman Sachs
14
Goldman Sachs
New York
$1.1M +$1.17M +32,265 New
Deutsche Bank
15
Deutsche Bank
Germany
$1.05M +$569K +15,737 +105%
Citigroup
16
Citigroup
New York
$973K +$931K +25,741 +968%
Morgan Stanley
17
Morgan Stanley
New York
$948K +$85.8K +2,371 +9%
CA
18
Commerzbank Aktiengesellschaft
Germany
$780K -$313K -8,654 -28%
Bank of America
19
Bank of America
North Carolina
$483K -$24.3K -671 -5%
VKH
20
Virtu KCG Holdings
New York
$480K +$5.5K +152 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$393K +$168K +4,630 +68%
Wells Fargo
22
Wells Fargo
California
$365K +$90.2K +2,494 +30%
DHFB
23
Dixon Hubard Feinour & Brown
Virginia
$298K +$315K +8,715 New
U
24
UBS
Switzerland
$296K +$1.3K +36 +0.4%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$285K -$1.39M -38,457 -82%

EPU Hedge Fund Activity: Q3 2014 in Review

43 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q3 2014, worth a combined $56.3M — up 3.4% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EPU positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.35M. The largest seller was Stifel Financial, exiting entirely with an estimated $2.87M sold.

  • 43 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q3 2014, up from 40 in Q2 2014.
  • Funds reported $56.3M of iShares MSCI Peru and Global Exposure ETF stock for Q3 2014, up 3.4% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q3 2014 and 5 closed out, a net change of +3 holders.
  • The largest iShares MSCI Peru and Global Exposure ETF buyer in Q3 2014 was Jane Street, an estimated $2.35M added.
  • The largest iShares MSCI Peru and Global Exposure ETF seller in Q3 2014 was Stifel Financial, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2014.