We are live on ! Find out more
AAXJ icon

iShares MSCI All Country Asia ex Japan ETF

152 hedge funds and large institutions have $1.13B invested in iShares MSCI All Country Asia ex Japan ETF in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $872M → $1.13B (+$257M)

16% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 43

4.68% more ownership

Funds ownership: 34.82%39.5% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 154152 (-2)

61% less call options, than puts

Call options by funds: $59.9M | Put options by funds: $154M

Holders
152
Holders Change
-2
Holders Change %
-1.3%
% of All Funds
3.78%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
27
Increased
50
Reduced
43
Closed
27
Calls
$59.9M
Puts
$154M
Net Calls
-$94.3M
Net Calls Change
-$93.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oarsman Capital
Wisconsin
$394K -$8.11K -135 -2%
CC
102
Callan Capital
California
$370K
JMPWA
103
JP Morgan Private Wealth Advisors
California
$360K
WI
104
WrapManager Inc
California
$355K +$50.2K +836 +17%
GA
105
GFS Advisors
Texas
$336K
SH
106
Svenska Handelsbanken
Sweden
$322K
MC
107
Moors & Cabot
Massachusetts
$297K +$284K +4,720 New
NHC
108
Nicholas Hoffman & Company
Georgia
$284K
Stifel Financial
109
Stifel Financial
Missouri
$276K -$91.2K -1,517 -26%
IPC
110
Independent Portfolio Consultants
Florida
$275K -$90.2K -1,500 -26%
WT
111
Whittier Trust
California
$269K
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$265K
DWT
113
Dorsey & Whitney Trust
South Dakota
$253K -$2.88K -48 -1%
BW
114
Bison Wealth
Georgia
$230K -$6.13K -102 -3%
EWA
115
Exencial Wealth Advisors
Oklahoma
$221K -$53.5K -890 -20%
PP
116
Paloma Partners
Connecticut
$218K +$209K +3,473 New
SSG
117
Summit Securities Group
New York
$208K -$66.2K -1,102 -25%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$203K +$194K +3,230 New
KBFS
119
Kohmann Bosshard Financial Services
Ohio
$177K +$169K +2,811 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$154K +$27K +450 +23%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$134K -$111K -1,842 -46%
IUHSA
122
Itau Unibanco Holding S.A.
Brazil
$121K +$116K +1,922 New
CFA
123
CT Financial Advisors
Pennsylvania
$116K
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$104K
IA
125
IndexIQ Advisors
New York
$103K +$98.4K +1,638 New

AAXJ Hedge Fund Activity: Q1 2017 in Review

152 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI All Country Asia ex Japan ETF (AAXJ) for Q1 2017, worth a combined $1.13B — up 29% from $872M a quarter earlier.

Fund positioning in AAXJ was balanced in Q1 2017: 27 funds opened new positions, 27 closed out, 50 added to existing stakes and 43 trimmed.

The largest buyer was Mizuho Bank, opening a new position worth an estimated $78.7M. The largest seller was Old Mission Capital, exiting entirely with an estimated $26.2M sold.

  • 152 institutional investors held iShares MSCI All Country Asia ex Japan ETF (AAXJ) as of Q1 2017, down from 154 in Q4 2016.
  • Funds reported $1.13B of iShares MSCI All Country Asia ex Japan ETF stock for Q1 2017, up 29% quarter-over-quarter.
  • 27 funds opened new iShares MSCI All Country Asia ex Japan ETF positions in Q1 2017 and 27 closed out, a net change of 0 holders.
  • The largest iShares MSCI All Country Asia ex Japan ETF buyer in Q1 2017 was Mizuho Bank, an estimated $78.7M added.
  • The largest iShares MSCI All Country Asia ex Japan ETF seller in Q1 2017 was Old Mission Capital, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2017.