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iShares MSCI Peru and Global Exposure ETF

46 hedge funds and large institutions have $46.9M invested in iShares MSCI Peru and Global Exposure ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.19% less ownership

Funds ownership: 34.87%27.68% (-7.2%)

13% less funds holding

Funds holding: 5346 (-7)

30% less capital invested

Capital invested by funds: $66.9M → $46.9M (-$20M)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
46
Holders Change
-7
Holders Change %
-13.21%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
16
Closed
13
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
$16.8M +$2.8M +75,376 +20%
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$5.43M -$31.9K -860 -0.6%
JGUA
3
John G. Ullman & Associates
New York
$3.85M +$367K +9,875 +11%
IC
4
Innealta Capital
Texas
$3.4M -$39.2K -1,055 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.46M -$558K -15,026 -18%
CCA
6
Catalyst Capital Advisors
New York
$2.14M +$221K +5,943 +11%
MRC
7
Millburn Ridgefield Corp
New York
$2.14M +$221K +5,943 +11%
LG
8
Leuthold Group
Minnesota
$1.78M +$1.78M +47,994 New
Morgan Stanley
9
Morgan Stanley
New York
$1.08M -$413K -11,130 -28%
Zurich Cantonal Bank
10
Zurich Cantonal Bank
Switzerland
$998K -$24.3K -655 -2%
Jane Street
11
Jane Street
New York
$959K +$961K +25,895 New
Bank of America
12
Bank of America
North Carolina
$753K +$15.1K +408 +2%
UBS Group
13
UBS Group
Switzerland
$645K -$234K -6,317 -27%
Citadel Advisors
14
Citadel Advisors
Florida
$593K +$594K +16,007 New
LPL Financial
15
LPL Financial
California
$533K -$31.3K -842 -6%
TYCC
16
Texas Yale Capital Corp
Florida
$500K -$501K -13,500 -50%
Wells Fargo
17
Wells Fargo
California
$455K -$2.39M -64,426 -84%
KM
18
Kalos Management
Georgia
$442K +$90.7K +2,444 +24%
GI
19
Glovista Investments
New Jersey
$378K +$378K +10,192 New
JIR
20
James Investment Research
Ohio
$267K +$59.4K +1,600 +29%
GRP
21
Global Retirement Partners
California
$262K -$10.5K -283 -4%
BDS
22
Banco de Sabadell
Florida
$198K
RCG
23
Rock Creek Group
District of Columbia
$158K -$860K -23,168 -84%
Citigroup
24
Citigroup
New York
$115K +$115K +3,096 +30,960%
FGAM
25
Financial Gravity Asset Management
Texas
$113K -$107K -2,894 -49%

EPU Hedge Fund Activity: Q2 2019 in Review

46 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Peru and Global Exposure ETF (EPU) for Q2 2019, worth a combined $46.9M — down 30% from $66.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EPU and 8 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 11 added.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $2.8M. The largest seller was Mount Lucas Management, exiting entirely with an estimated $4.41M sold.

  • 46 institutional investors held iShares MSCI Peru and Global Exposure ETF (EPU) as of Q2 2019, down from 53 in Q1 2019.
  • Funds reported $46.9M of iShares MSCI Peru and Global Exposure ETF stock for Q2 2019, down 30% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Peru and Global Exposure ETF positions in Q2 2019 and 13 closed out, a net change of -5 holders.
  • The largest iShares MSCI Peru and Global Exposure ETF buyer in Q2 2019 was State of Tennessee, Department of Treasury, an estimated $2.8M added.
  • The largest iShares MSCI Peru and Global Exposure ETF seller in Q2 2019 was Mount Lucas Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q2 2019.