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iShares MSCI Peru and Global Exposure ETF

56 hedge funds and large institutions have $104M invested in iShares MSCI Peru and Global Exposure ETF in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $88M → $104M (+$15.6M)

17% more funds holding

Funds holding: 4856 (+8)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

7.16% more ownership

Funds ownership: 42.51%49.67% (+7.2%)

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
14
Reduced
12
Closed
8
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
$15.9M
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$14.4M +$4.41M +131,413 +43%
Morgan Stanley
3
Morgan Stanley
New York
$11.3M +$7.02M +209,112 +158%
ED
4
Exane Derivatives
France
$9.47M +$9.58M +285,227 New
PL
5
Parkwood LLC
Ohio
$5.38M
UBS Group
6
UBS Group
Switzerland
$4.89M +$827K +24,626 +20%
MLM
7
Mount Lucas Management
Pennsylvania
$4.64M -$572K -17,049 -11%
JIR
8
James Investment Research
Ohio
$4.55M -$7.37M -219,395 -62%
Wells Fargo
9
Wells Fargo
California
$4.06M +$226K +6,744 +6%
Bank of America
10
Bank of America
North Carolina
$3.96M -$663K -19,754 -14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.03M +$1.08M +32,043 +54%
BIA
12
Biondo Investment Advisors
Pennsylvania
$1.74M +$23K +685 +1%
AC
13
AFAM Capital
Texas
$1.45M -$179K -5,321 -11%
RJA
14
Raymond James & Associates
Florida
$1.36M +$1.38M +41,032 New
QCM
15
QFR Capital Management
New York
$1.33M
LS
16
Lattice Strategies
Pennsylvania
$1.25M +$90.8K +2,705 +8%
Jane Street
17
Jane Street
New York
$1.16M -$2.85M -84,953 -71%
PFS
18
Prospera Financial Services
Texas
$1.03M +$1.05M +31,167 New
LPL Financial
19
LPL Financial
California
$1M +$1.04M +30,998 New
AP
20
AHL Partners
United Kingdom
$977K +$989K +29,442 New
NC
21
NewSquare Capital
Pennsylvania
$883K +$893K +26,590 New
BCM
22
Barometer Capital Management
Ontario, Canada
$714K +$722K +21,500 New
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$680K -$723K -21,545 -51%
NFA
24
Nationwide Fund Advisors
Ohio
$664K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$664K +$597K +17,795 +806%

EPU Hedge Fund Activity: Q3 2016 in Review

56 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q3 2016, worth a combined $104M — up 18% from $88M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EPU positions and 8 closed out — a net gain of 9 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Exane Derivatives, opening a new position worth an estimated $9.58M. The largest seller was James Investment Research, cutting an estimated $7.37M.

  • 56 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q3 2016, up from 48 in Q2 2016.
  • Funds reported $104M of iShares MSCI Peru and Global Exposure ETF stock for Q3 2016, up 18% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q3 2016 and 8 closed out, a net change of +9 holders.
  • The largest iShares MSCI Peru and Global Exposure ETF buyer in Q3 2016 was Exane Derivatives, an estimated $9.58M added.
  • The largest iShares MSCI Peru and Global Exposure ETF seller in Q3 2016 was James Investment Research, an estimated $7.37M sold.

Based on aggregated 13F filings for Q3 2016.