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iShares MSCI Peru and Global Exposure ETF

30 hedge funds and large institutions have $25.7M invested in iShares MSCI Peru and Global Exposure ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% less ownership

Funds ownership: 24.53%24.51% (-0.02%)

3% less funds holding

Funds holding: 3130 (-1)

18% less capital invested

Capital invested by funds: $31.5M → $25.7M (-$5.81M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
10
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
$9.21M
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$6.1M
Goldman Sachs
3
Goldman Sachs
New York
$3.03M +$102K +4,596 +3%
AC
4
AFAM Capital
Texas
$2.08M -$358K -16,161 -14%
BCI
5
Brinker Capital Investments
Pennsylvania
$918K +$753K +34,000 +296%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$775K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$690K +$757K +34,195 New
Jane Street
8
Jane Street
New York
$452K -$344K -15,519 -41%
ZIM
9
Zacks Investment Management
Illinois
$401K -$303K -13,701 -41%
Morgan Stanley
10
Morgan Stanley
New York
$306K -$12.7K -572 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$285K +$269K +12,145 +615%
TYCC
12
Texas Yale Capital Corp
Florida
$272K -$166K -7,500 -36%
OMC
13
Old Mission Capital
Illinois
$269K +$296K +13,346 New
FTUS
14
Flow Traders U.S.
New York
$260K +$87K +3,926 +44%
LS
15
Lattice Strategies
Pennsylvania
$235K -$636K -28,709 -71%
Wells Fargo
16
Wells Fargo
California
$228K -$6.18K -279 -2%
Bank of America
17
Bank of America
North Carolina
$73K +$24.5K +1,108 +44%
Citigroup
18
Citigroup
New York
$28K -$9.59K -433 -24%
BBHC
19
Brown Brothers Harriman & Co
New York
$24K
TRCT
20
Tower Research Capital (TRC)
New York
$23K -$49.9K -2,252 -66%
Barclays
21
Barclays
United Kingdom
$18K +$19.8K +892 +4,055%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$16K
Creative Planning
23
Creative Planning
Kansas
$8K -$16.1K -725 -66%
CTC
24
Central Trust Company
Missouri
$6K
MFS
25
MSI Financial Services
Massachusetts
$6K +$6.25K +282 New

EPU Hedge Fund Activity: Q4 2015 in Review

30 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q4 2015, worth a combined $25.7M — down 18% from $31.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EPU and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $757K. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $2M sold.

  • 30 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q4 2015, down from 31 in Q3 2015.
  • Funds reported $25.7M of iShares MSCI Peru and Global Exposure ETF stock for Q4 2015, down 18% quarter-over-quarter.
  • 4 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q4 2015 and 5 closed out, a net change of -1 holder.
  • The largest iShares MSCI Peru and Global Exposure ETF buyer in Q4 2015 was Susquehanna International Group, an estimated $757K added.
  • The largest iShares MSCI Peru and Global Exposure ETF seller in Q4 2015 was BlueCrest Capital Management, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2015.