iShares MSCI Peru and Global Exposure ETF
EPU
35 hedge funds and large institutions have $54.9M invested in iShares MSCI Peru and Global Exposure ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
113% more capital invested
Capital invested by funds: $25.7M → $54.9M (+$29.2M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
17% more funds holding
Funds holding: 30 → 35 (+5)
9.08% more ownership
Funds ownership: 24.51% → 33.59% (+9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
+$7.75M |
| 2 |
ED
Exane Derivatives
Paris,
France
|
+$5.12M |
| 3 |
PL
Parkwood LLC
Cleveland,
Ohio
|
+$3.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.76M |
| 5 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.03M |
| 2 |
AC
AFAM Capital
Austin,
Texas
|
-$717K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$690K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$596K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$274K |
EPU Hedge Fund Activity: Q1 2016 in Review
35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q1 2016, worth a combined $54.9M — up 113% from $25.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EPU positions and 4 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was James Investment Research, opening a new position worth an estimated $7.75M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.03M sold.
- 35 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q1 2016, up from 30 in Q4 2015.
- Funds reported $54.9M of iShares MSCI Peru and Global Exposure ETF stock for Q1 2016, up 113% quarter-over-quarter.
- 9 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q1 2016 and 4 closed out, a net change of +5 holders.
- The largest iShares MSCI Peru and Global Exposure ETF buyer in Q1 2016 was James Investment Research, an estimated $7.75M added.
- The largest iShares MSCI Peru and Global Exposure ETF seller in Q1 2016 was Goldman Sachs, an estimated $3.03M sold.
Based on aggregated 13F filings for Q1 2016.