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iShares MSCI Philippines ETF (EPHE) Institutional Ownership

iShares MSCI Philippines ETF logo
$27.36 +0.23 (+0.85%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI Philippines ETF (NYSEARCA:EPHE)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$27.50M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$6.91M
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EPHE Institutional Buying and Selling by Quarter

iShares MSCI Philippines ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025Royal Bank of Canada56,265$1.42M0.0%+3,416.6%1.500%
5/14/2025Banco BTG Pactual S.A.20,000$506K0.1%N/A0.533%
5/14/2025Hsbc Holdings PLC16,676$422K0.0%-87.1%0.445%
5/7/2025Carrera Capital Advisors82,495$2.09M0.5%+4.1%2.200%
4/30/2025Banque Pictet & Cie SA48,000$1.21M0.0%N/A1.280%
2/20/2025Castlekeep Investment Advisors LLC167,776$4.20M0.7%N/A3.728%
2/17/2025Man Group plc28,554$715K0.0%-29.6%0.635%
2/17/2025Millennium Management LLC15,265$382K0.0%N/A0.339%
2/17/2025Castlekeep Investment Advisors LLC167,776$4.20M0.0%N/A3.728%
2/17/2025Bank of America Corp DE32,161$805K0.0%+395.4%0.715%
2/14/2025Hsbc Holdings PLC129,750$3.25M0.0%+3.4%2.883%
2/14/2025State of Tennessee Department of Treasury922,323$23.09M0.1%+3.0%20.496%
2/14/2025Natixis42,407$1.06M0.0%N/A0.942%
2/13/2025Sun Life Financial Inc.191,200$4.79M0.3%-11.0%4.249%
2/12/2025OLD Mission Capital LLC223,070$5.58M0.1%+199.8%4.957%
2/12/2025Level Four Advisory Services LLC14,220$356K0.0%-8.3%0.316%
2/6/2025Carrera Capital Advisors79,216$1.98M0.5%N/A1.760%
2/6/2025SBI Securities Co. Ltd.27,070$678K0.0%N/A0.602%
1/30/2025Vista Finance LLC121,269$3.04M3.1%-3.4%2.695%
12/26/2024JPMorgan Chase & Co.15,514$452K0.0%N/A0.345%
11/15/2024National Bank of Canada FI6,900$201K0.0%N/A0.153%
11/14/2024Flow Traders U.S. LLC16,162$471K0.0%N/A0.359%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC32,100$935K0.0%N/A0.713%
11/6/2024Mount Lucas Management LP30,997$903K0.3%N/A0.689%
11/6/2024Florin Court Capital LLP39,365$1.15M0.9%N/A0.875%
10/30/2024AlphaCentric Advisors LLC4,517$132K0.1%N/A0.100%
10/25/2024Vista Finance LLC125,530$3.66M5.0%-0.5%2.790%
10/24/2024Sun Life Financial Inc.214,800$6.26M0.3%+18.5%4.773%
8/12/2024Hsbc Holdings PLC125,450$3.03M0.0%-47.6%2.788%
8/12/2024Sun Life Financial Inc.181,200$4.38M0.3%+29.0%4.027%
8/7/2024Vista Finance LLC126,159$3.05M4.7%+17.9%2.804%
7/26/2024Bank of New York Mellon Corp25,458$615K0.0%-28.8%0.566%
5/11/2024Vista Finance LLC106,982$2.96M7.4%+152.3%2.377%
5/7/2024Primoris Wealth Advisors LLC40,850$1.13M0.9%N/A0.908%
5/7/2024Sun Life Financial Inc.140,500$3.88M0.2%N/A3.122%
5/1/2024Janney Montgomery Scott LLC21,081$582K0.0%N/A0.453%
4/15/2024Brookstone Capital Management8,752$242K0.0%N/A0.224%
4/15/2024Sunbelt Securities Inc.3,391$94K0.0%N/A0.087%
4/10/2024Banque Cantonale Vaudoise4,275$118K0.0%-70.5%0.110%
2/14/2024Connectus Wealth LLC17,428$453K0.0%N/A0.447%
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2/12/2024Glovista Investments LLC46,516$1.20M0.6%-53.4%1.193%
2/12/2024Scotia Capital Inc.27,218$707K0.0%N/A0.698%
2/12/2024Hsbc Holdings PLC216,950$5.64M0.0%+18.3%5.563%
2/8/2024AMG National Trust Bank43,011$1.12M0.0%N/A1.103%
2/8/2024Level Four Advisory Services LLC14,590$379K0.0%+6.8%0.374%
2/7/2024Mount Lucas Management LP32,033$833K0.2%N/A0.821%
1/26/2024Geneos Wealth Management Inc.1,991$52K0.0%N/A0.051%
1/24/2024Mirae Asset Global Investments Co. Ltd.14,600$379K0.0%N/A0.374%
12/11/2023Glovista Investments LLC99,885$2.50M1.5%+88.9%2.561%
11/13/2023Hsbc Holdings PLC183,450$4.57M0.0%-1.3%4.704%
11/2/2023Asahi Life Asset Management CO. LTD.2,800$70K0.0%-22.2%0.072%
10/11/2023Vontobel Holding Ltd.41,115$1.02M0.0%-3.7%1.054%
10/10/2023Ameliora Wealth Management Ltd.1,015$25K0.0%N/A0.026%
8/16/2023Glovista Investments LLC52,886$1.38M0.7%+38.4%1.356%
8/11/2023Hsbc Holdings PLC185,800$4.84M0.0%+43.4%4.764%
8/7/2023Desjardins Global Asset Management Inc.51,861$1.35M0.2%+27.4%1.165%
8/3/2023Mackenzie Financial Corp50,000$1.31M0.0%N/A1.124%
8/3/2023AMG National Trust Bank35,618$927K0.0%+75.7%0.800%
8/2/2023Bank of Montreal Can25,462$673K0.0%N/A0.572%
7/24/2023Vontobel Holding Ltd.42,683$1.11M0.0%+1.6%0.959%
7/21/2023Asahi Life Asset Management CO. LTD.3,600$94K0.0%+18.0%0.081%
5/2/2023Wakefield Asset Management LLLP9,136$246K0.1%N/A0.190%
4/27/2023Sumitomo Mitsui Trust Holdings Inc.24,876$671K0.0%N/A0.518%
4/12/2023Vontobel Holding Ltd.42,022$1.13M0.0%-12.5%0.875%
3/22/2023Pictet North America Advisors SA8,379$219K0.0%N/A0.175%
3/6/2023OLD Mission Capital LLC26,787$702K0.0%+168.6%0.558%
2/16/2023Stelac Advisory Services LLC4,199$110K0.0%N/A0.087%
2/13/2023Glovista Investments LLC45,673$1.21M0.6%-10.8%0.952%
2/10/2023Asahi Life Asset Management CO. LTD.3,050$80K0.0%-24.7%0.064%
2/9/2023Mirae Asset Global Investments Co. Ltd.229,340$6.01M0.0%N/A4.778%
2/8/2023AMG National Trust Bank20,137$527K0.0%N/A0.420%
2/6/2023Banque Pictet & Cie SA8,379$219K0.0%N/A0.175%
2/1/2023Bank of Montreal Can3,258$86K0.0%N/A0.068%
11/14/2022OLD Mission Capital LLC9,972$220K0.0%N/A0.240%
11/10/2022Korea Investment CORP39,743$878K0.0%N/A0.958%
11/7/2022Asahi Life Asset Management CO. LTD.4,050$89K0.0%-18.2%0.098%
11/4/2022Vontobel Holding Ltd.57,619$1.27M0.0%N/A1.388%
10/26/2022Desjardins Global Asset Management Inc.40,714$899K0.1%N/A0.981%
8/2/2022Asahi Life Asset Management CO. LTD.4,950$126K0.0%-76.4%0.130%
7/26/2022Mirae Asset Global Investments Co. Ltd.83,300$2.11M0.0%+54.3%2.192%
7/26/2022Sumitomo Mitsui Trust Holdings Inc.9,000$228K0.0%N/A0.237%
6/2/2022Mirae Asset Global Investments Co. Ltd.54,000$1.68M0.0%N/A1.317%
5/16/2022Glovista Investments LLC51,698$1.63M0.5%N/A1.292%
5/16/2022Astor Investment Management LLC4,179$129K0.0%+45.5%0.104%
5/11/2022Asahi Life Asset Management CO. LTD.20,950$652K0.1%+365.6%0.511%
5/10/2022Mirae Asset Global Investments Co. Ltd.54,000$1.68M0.0%N/A1.317%
5/10/2022Level Four Advisory Services LLC13,663$425K0.0%+25.4%0.333%
5/9/2022Sepio Capital LP116,815$3.63M0.3%N/A2.849%
5/9/2022Qube Research & Technologies Ltd32,814$1.02M0.0%+13,572.5%0.800%
5/6/2022Connectus Wealth LLC118,492$3.75M0.1%N/A2.890%
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad)

Obscure Metal More Valuable than Gold and Bitcoin… COMBINED? This strange "AI Metal" holds the key to the $100 trillion AI boom. Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world. And you won't believe what he uncovered.

Click here to see the details because this could be the biggest tech story of this decade.
3/3/2022Marks Group Wealth Management Inc9,389$298K0.0%-64.6%0.190%
2/25/2022AlphaCentric Advisors LLC2,940$93K0.0%N/A0.063%
2/16/2022State of Tennessee Treasury Department1,150,396$36.40M0.1%+8.5%26.753%
2/11/2022Level Four Advisory Services LLC10,895$345K0.0%N/A0.294%
2/10/2022HighTower Advisors LLC18,783$595K0.0%N/A0.508%
2/7/2022SG Americas Securities LLC4,854$154K0.0%N/A0.117%
2/3/2022Advisor Group Holdings Inc.4,349$138K0.0%+527.6%0.105%
2/3/2022Arkadios Wealth Advisors9,823$311K0.0%+4,600.0%0.237%
2/1/2022Danda Trouve Investment Management Inc.4,926$156K0.2%N/A0.119%
1/28/2022James Investment Research Inc.3,110$98K0.0%N/A0.075%
(Data available from 1/1/2016 forward)

EPHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPHE shares?

During the previous two years, 41 institutional investors and hedge funds held shares of iShares MSCI Philippines ETF. The most heavily invested institutionals were State of Tennessee Department of Treasury ($23.09M), OLD Mission Capital LLC ($5.58M), Sun Life Financial Inc. ($4.79M), Castlekeep Investment Advisors LLC ($4.20M), Vista Finance LLC ($3.04M), Carrera Capital Advisors ($2.09M), and Royal Bank of Canada ($1.42M).Learn more on iShares MSCI Philippines ETF's institutional investors.

Which institutional investors have been buying iShares MSCI Philippines ETF's stock?

Of the 38 institutional investors that purchased iShares MSCI Philippines ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Castlekeep Investment Advisors LLC ($335.55K), Sun Life Financial Inc. ($214.80K), OLD Mission Capital LLC ($148.67K), Hsbc Holdings PLC ($94K), Vista Finance LLC ($83.76K), Carrera Capital Advisors ($82.50K), and Mount Lucas Management LP ($63.03K).

How much institutional buying is happening at iShares MSCI Philippines ETF?

Institutional investors have bought a total of 1,069,918 shares in the last 24 months. This purchase volume represents approximately $27.50M in transactions.

Which of iShares MSCI Philippines ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares MSCI Philippines ETF stock in the last 24 months: Hsbc Holdings PLC ($226.87K), Sun Life Financial Inc. ($23.60K), Man Group plc ($12.02K), Bank of New York Mellon Corp ($10.30K), Vista Finance LLC ($4.89K), and Level Four Advisory Services LLC ($1.29K).

How much institutional selling is happening at iShares MSCI Philippines ETF?

Institutional investors have sold a total of 278,976 shares in the last 24 months. This volume of shares sold represents approximately $6.91M in transactions.



This page (NYSEARCA:EPHE) was last updated on 7/14/2025 by MarketBeat.com Staff
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