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iShares Asia 50 ETF

43 hedge funds and large institutions have $56.5M invested in iShares Asia 50 ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

10% more funds holding

Funds holding: 3943 (+4)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

3.08% less ownership

Funds ownership: 17.6%14.51% (-3.1%)

12% less capital invested

Capital invested by funds: $64.4M → $56.5M (-$7.95M)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$20.4M -$7.02M -149,347 -26%
BTS
2
BB&T Securities
Virginia
$9.61M -$90.1K -1,916 -9%
AssetMark Inc
3
AssetMark Inc
California
$6.74M +$1.65M +35,095 +32%
RJA
4
Raymond James & Associates
Florida
$2.6M +$60.4K +1,284 +2%
TYCC
5
Texas Yale Capital Corp
Florida
$2.06M -$76K -1,615 -4%
Bank of America
6
Bank of America
North Carolina
$1.76M -$736K -15,653 -29%
Wells Fargo
7
Wells Fargo
California
$1.66M -$42.6K -905 -3%
UBS Group
8
UBS Group
Switzerland
$1.19M +$1.19M +25,267 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.17M -$275K -5,852 -19%
TCM
10
Telos Capital Management
California
$924K +$3.48K +74 +0.4%
MFS
11
MSI Financial Services
Massachusetts
$876K +$871K +18,518 +19,700%
EWA
12
Exencial Wealth Advisors
Oklahoma
$822K -$31.5K -670 -4%
HK
13
Horizon Kinetics
New York
$817K +$817K +17,369 New
RNS
14
Robert N. Shapiro
$569K -$30.1K -640 -5%
Morgan Stanley
15
Morgan Stanley
New York
$535K -$684K -14,541 -56%
1GA
16
1st Global Advisors
Texas
$490K
PI
17
Placemark Investments
Illinois
$471K -$2.4K -51 -0.5%
CPO
18
Cerity Partners OCIO
New York
$445K +$2.45K +52 +0.6%
Ameriprise
19
Ameriprise
Minnesota
$415K +$22.7K +483 +6%
AAM
20
Aureus Asset Management
Massachusetts
$408K +$95.7K +2,035 +31%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$385K +$126K +2,679 +49%
OMC
22
Old Mission Capital
Illinois
$364K +$364K +7,730 New
UCFA
23
United Capital Financial Advisors
Texas
$340K +$340K +7,230 New
VKH
24
Virtu KCG Holdings
New York
$280K +$280K +5,952 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$209K -$18.6K -395 -8%

AIA Hedge Fund Activity: Q4 2014 in Review

43 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Asia 50 ETF (AIA) for Q4 2014, worth a combined $56.5M — down 12% from $64.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AIA positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $1.65M. The largest seller was RiverFront Investment Group, cutting an estimated $7.02M.

  • 43 institutional investors held iShares Asia 50 ETF (AIA) as of Q4 2014, up from 39 in Q3 2014.
  • Funds reported $56.5M of iShares Asia 50 ETF stock for Q4 2014, down 12% quarter-over-quarter.
  • 8 funds opened new iShares Asia 50 ETF positions in Q4 2014 and 3 closed out, a net change of +5 holders.
  • The largest iShares Asia 50 ETF buyer in Q4 2014 was AssetMark Inc, an estimated $1.65M added.
  • The largest iShares Asia 50 ETF seller in Q4 2014 was RiverFront Investment Group, an estimated $7.02M sold.

Based on aggregated 13F filings for Q4 2014.