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
CBOA
126
Commonwealth Bank of Australia
Australia
$164K +$164K +2,725 New
V
127
Veritable
Delaware
$163K +$162K +2,702 New
DBT
128
Dubuque Bank & Trust
Iowa
$121K
MAS
129
Madden Advisory Services
Florida
$96K -$6K -100 -6%
BPBT
130
Boston Private Bank & Trust
Massachusetts
$96K
EWM
131
Evercore Wealth Management
New York
$91K +$67.5K +1,125 +293%
GC
132
Guggenheim Capital
Illinois
$79K -$248K -4,125 -76%
CCS
133
Crosspoint Capital Strategies
California
$74K +$76.5K +1,275 New
Creative Planning
134
Creative Planning
Kansas
$42K
WA
135
WFG Advisors
Texas
$42K +$42K +700 New
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$39K
AC
137
Alexandria Capital
Virginia
$35K
BAM
138
Barrett Asset Management
New York
$30K
SNT
139
Security National Trust
West Virginia
$30K
HNB
140
Huntington National Bank
Ohio
$26K
MCM
141
Manchester Capital Management
Vermont
$25K +$24.6K +410 New
AIG
142
American International Group
New York
$23.4K +$3.54K +59 +18%
ST
143
Smithfield Trust
Pennsylvania
$18K +$18K +300 New
CTC
144
Central Trust Company
Missouri
$16K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.6K +210 New
M
146
MOTCO
Texas
$10K
WTC
147
WhitTier Trust Company
Nevada
$9K
CFA
148
Carroll Financial Associates
North Carolina
$8K
MFS
149
MSI Financial Services
Massachusetts
$7K
BFEC
150
Benjamin F. Edwards & Company
Missouri
$7K +$5.4K +90 +450%

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.