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iShares MSCI Peru and Global Exposure ETF

31 hedge funds and large institutions have $31.5M invested in iShares MSCI Peru and Global Exposure ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more funds holding

Funds holding: 2831 (+3)

2.04% more ownership

Funds ownership: 22.49%24.53% (+2%)

23% less capital invested

Capital invested by funds: $40.7M → $31.5M (-$9.18M)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
11
Closed
6
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
$10.1M
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$6.7M -$99.8K -4,000 -1%
Goldman Sachs
3
Goldman Sachs
New York
$3.23M +$3.09M +123,772 +568%
AC
4
AFAM Capital
Texas
$2.64M +$153K +6,115 +5%
BCM
5
BlueCrest Capital Management
Jersey
$2M +$2.25M +90,376 New
Millennium Management
6
Millennium Management
New York
$1.11M +$1.25M +50,000 New
LS
7
Lattice Strategies
Pennsylvania
$894K +$11.7K +470 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$851K -$1.38M -55,200 -59%
Jane Street
9
Jane Street
New York
$840K -$134K -5,385 -12%
ZIM
10
Zacks Investment Management
Illinois
$744K -$21.8K -872 -3%
TYCC
11
Texas Yale Capital Corp
Florida
$465K +$524K +21,000 New
ED
12
Exane Derivatives
France
$368K -$2.23M -89,420 -84%
Morgan Stanley
13
Morgan Stanley
New York
$349K -$118K -4,726 -23%
Wells Fargo
14
Wells Fargo
California
$256K +$73.7K +2,954 +34%
BCI
15
Brinker Capital Investments
Pennsylvania
$255K +$287K +11,500 New
VKH
16
Virtu KCG Holdings
New York
$205K +$231K +9,245 New
FTUS
17
Flow Traders U.S.
New York
$198K +$223K +8,955 New
TRCT
18
Tower Research Capital (TRC)
New York
$75K +$84.8K +3,398 New
Bank of America
19
Bank of America
North Carolina
$55K -$26.5K -1,062 -30%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$43K -$720K -28,842 -94%
Citigroup
21
Citigroup
New York
$41K +$11.2K +448 +33%
BBHC
22
Brown Brothers Harriman & Co
New York
$26K
Creative Planning
23
Creative Planning
Kansas
$24K +$27.4K +1,098 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$18K -$152K -6,107 -88%
PFBT
25
Parkside Financial Bank & Trust
Missouri
$16K +$18.4K +739 New

EPU Hedge Fund Activity: Q3 2015 in Review

31 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q3 2015, worth a combined $31.5M — down 23% from $40.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EPU positions and 6 closed out — a net gain of 3 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.09M. The largest seller was Exane Derivatives, cutting an estimated $2.23M.

  • 31 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q3 2015, up from 28 in Q2 2015.
  • Funds reported $31.5M of iShares MSCI Peru and Global Exposure ETF stock for Q3 2015, down 23% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q3 2015 and 6 closed out, a net change of +3 holders.
  • The largest iShares MSCI Peru and Global Exposure ETF buyer in Q3 2015 was Goldman Sachs, an estimated $3.09M added.
  • The largest iShares MSCI Peru and Global Exposure ETF seller in Q3 2015 was Exane Derivatives, an estimated $2.23M sold.

Based on aggregated 13F filings for Q3 2015.