We are live on ! Find out more
AAXJ icon

iShares MSCI All Country Asia ex Japan ETF

152 hedge funds and large institutions have $1.36B invested in iShares MSCI All Country Asia ex Japan ETF in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

22% more capital invested

Capital invested by funds: $1.11B → $1.36B (+$243M)

22% more funds holding

Funds holding: 125152 (+27)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

71% less call options, than puts

Call options by funds: $410K | Put options by funds: $1.39M

Holders
152
Holders Change
+27
Holders Change %
+21.6%
% of All Funds
4.41%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
40
Increased
36
Reduced
50
Closed
12
Calls
$410K
Puts
$1.39M
Net Calls
-$983K
Net Calls Change
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MFO
76
Marcuard Family Office
Switzerland
$1.16M
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$1.12M +$686K +11,427 +161%
MIS
78
Morningstar Investment Services
Illinois
$1.06M +$230K +3,825 +28%
GT
79
Glenmede Trust
Pennsylvania
$1.03M -$60K -1,000 -6%
GIM
80
Goelzer Investment Management
Indiana
$1M
CCA
81
Cobblestone Capital Advisors
New York
$998K -$24.6K -410 -2%
BG
82
Bahl & Gaynor
Ohio
$996K +$49.5K +825 +5%
CCP
83
Clough Capital Partners
Massachusetts
$850K +$846K +14,100 New
SI
84
Stephens Inc
Arkansas
$809K -$154K -2,562 -16%
BKBG
85
BHF Kleinwort Benson Group
Belgium
$784K
BHB
86
Bank Hapoalim BM
Israel
$739K +$735K +12,253 New
LWCFA
87
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$730K -$50.4K -840 -6%
TAM
88
Tocqueville Asset Management
New York
$727K -$240K -4,000 -25%
FNBOO
89
First National Bank of Omaha
Nebraska
$712K -$12.9K -215 -2%
VKH
90
Virtu KCG Holdings
New York
$675K +$672K +11,198 New
JG
91
Jefferies Group
New York
$663K +$660K +10,998 New
LRPA
92
L. Roy Papp & Associates
Arizona
$603K
First Eagle Investment Management
93
First Eagle Investment Management
New York
$603K +$600K +10,000 New
LPL Financial
94
LPL Financial
California
$585K -$189K -3,153 -25%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$518K +$516K +8,596 New
Wellington Management Group
96
Wellington Management Group
Massachusetts
$515K -$3.9M -64,943 -88%
AI
97
Atria Investments
North Carolina
$515K -$55.3K -922 -10%
CPO
98
Cerity Partners OCIO
New York
$504K -$129K -2,150 -20%
RJT
99
Raymond James Trust
Florida
$485K -$24.9K -415 -5%
OC
100
Oarsman Capital
Wisconsin
$485K

AAXJ Hedge Fund Activity: Q4 2013 in Review

152 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI All Country Asia ex Japan ETF (AAXJ) for Q4 2013, worth a combined $1.36B — up 22% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new AAXJ positions and 12 closed out — a net gain of 28 holders — while 36 added to existing stakes and 50 trimmed.

The largest buyer was Hermes Investment Management, opening a new position worth an estimated $71.1M. The largest seller was Horizon Investments, cutting an estimated $30.5M.

  • 152 institutional investors held iShares MSCI All Country Asia ex Japan ETF (AAXJ) as of Q4 2013, up from 125 in Q3 2013.
  • Funds reported $1.36B of iShares MSCI All Country Asia ex Japan ETF stock for Q4 2013, up 22% quarter-over-quarter.
  • 40 funds opened new iShares MSCI All Country Asia ex Japan ETF positions in Q4 2013 and 12 closed out, a net change of +28 holders.
  • The largest iShares MSCI All Country Asia ex Japan ETF buyer in Q4 2013 was Hermes Investment Management, an estimated $71.1M added.
  • The largest iShares MSCI All Country Asia ex Japan ETF seller in Q4 2013 was Horizon Investments, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2013.