iShares MSCI Peru and Global Exposure ETF
EPU
58 hedge funds and large institutions have $102M invested in iShares MSCI Peru and Global Exposure ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
4% more funds holding
Funds holding: 56 → 58 (+2)
2% less capital invested
Capital invested by funds: $104M → $102M (-$1.89M)
1.63% less ownership
Funds ownership: 49.67% → 48.04% (-1.6%)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$9.33M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.04M |
| 4 |
PI
PineBridge Investments
New York
|
+$1.01M |
| 5 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ED
Exane Derivatives
Paris,
France
|
-$9.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.78M |
| 3 |
Jane Street
New York
|
-$1.16M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$714K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$695K |
EPU Hedge Fund Activity: Q4 2016 in Review
58 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q4 2016, worth a combined $102M — down 1.8% from $104M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EPU positions and 9 closed out — a net gain of 4 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $9.33M. The largest seller was Exane Derivatives, cutting an estimated $9.29M.
- 58 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q4 2016, up from 56 in Q3 2016.
- Funds reported $102M of iShares MSCI Peru and Global Exposure ETF stock for Q4 2016, down 1.8% quarter-over-quarter.
- 13 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q4 2016 and 9 closed out, a net change of +4 holders.
- The largest iShares MSCI Peru and Global Exposure ETF buyer in Q4 2016 was Bank of Nova Scotia, an estimated $9.33M added.
- The largest iShares MSCI Peru and Global Exposure ETF seller in Q4 2016 was Exane Derivatives, an estimated $9.29M sold.
Based on aggregated 13F filings for Q4 2016.