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iShares MSCI Peru and Global Exposure ETF

31 hedge funds and large institutions have $34.3M invested in iShares MSCI Peru and Global Exposure ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% more ownership

Funds ownership: 18.77%19.6% (+0.83%)

11% less funds holding

Funds holding: 3531 (-4)

22% less capital invested

Capital invested by funds: $44.1M → $34.3M (-$9.78M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
12
Closed
7
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
$12.1M +$3.64M +121,882 +40%
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$8.61M
Goldman Sachs
3
Goldman Sachs
New York
$2.25M +$153K +5,109 +7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.59M +$890K +29,780 +114%
AC
5
AFAM Capital
Texas
$1.46M +$1.53M +51,167 New
JGUA
6
John G. Ullman & Associates
New York
$1.34M -$86.7K -2,900 -6%
ED
7
Exane Derivatives
France
$1.31M +$394K +13,176 +40%
ZIM
8
Zacks Investment Management
Illinois
$951K +$342K +11,432 +52%
LS
9
Lattice Strategies
Pennsylvania
$880K -$807K -26,999 -47%
Morgan Stanley
10
Morgan Stanley
New York
$663K +$6.85K +229 +1%
VKH
11
Virtu KCG Holdings
New York
$645K +$438K +14,638 +182%
FTUS
12
Flow Traders U.S.
New York
$417K -$110K -3,665 -20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$380K -$1.84M -61,670 -82%
AGM
14
Alpine Global Management
New York
$375K +$394K +13,174 New
CA
15
Commerzbank Aktiengesellschaft
Germany
$357K -$364K -12,161 -49%
Bank of America
16
Bank of America
North Carolina
$305K -$52K -1,738 -14%
Wells Fargo
17
Wells Fargo
California
$248K +$29.9K +999 +13%
BCM
18
Bluefin Capital Management
New York
$205K +$215K +7,200 New
Citigroup
19
Citigroup
New York
$39K -$861K -28,790 -95%
BBHC
20
Brown Brothers Harriman & Co
New York
$33K
Creative Planning
21
Creative Planning
Kansas
$31K
TRCT
22
Tower Research Capital (TRC)
New York
$28K -$6.88K -230 -19%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$24K -$129K -4,326 -83%
MFS
24
MSI Financial Services
Massachusetts
$23K -$8.22K -275 -26%
CTC
25
Central Trust Company
Missouri
$16K

EPU Hedge Fund Activity: Q1 2015 in Review

31 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q1 2015, worth a combined $34.3M — down 22% from $44.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EPU and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $3.64M. The largest seller was Assured Investment Management, exiting entirely with an estimated $7.62M sold.

  • 31 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q1 2015, down from 35 in Q4 2014.
  • Funds reported $34.3M of iShares MSCI Peru and Global Exposure ETF stock for Q1 2015, down 22% quarter-over-quarter.
  • 3 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q1 2015 and 7 closed out, a net change of -4 holders.
  • The largest iShares MSCI Peru and Global Exposure ETF buyer in Q1 2015 was State of Tennessee, Department of Treasury, an estimated $3.64M added.
  • The largest iShares MSCI Peru and Global Exposure ETF seller in Q1 2015 was Assured Investment Management, an estimated $7.62M sold.

Based on aggregated 13F filings for Q1 2015.