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iShares Asia 50 ETF

77 hedge funds and large institutions have $600M invested in iShares Asia 50 ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $542M → $600M (+$58.5M)

3% more funds holding

Funds holding: 7577 (+2)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

5.39% less ownership

Funds ownership: 41.11%35.71% (-5.4%)

79% less call options, than puts

Call options by funds: $223K | Put options by funds: $1.06M

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
20
Reduced
19
Closed
14
Calls
$223K
Puts
$1.06M
Net Calls
-$842K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$499M +$6.44M +104,220 +1%
Jane Street
2
Jane Street
New York
$15.2M +$2.39M +38,603 +19%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M +$10.1M +162,672 +230%
EE
4
EWG Elevate
California
$5.42M +$5.38M +87,108 +16,816%
OWA
5
Outlook Wealth Advisors
Texas
$4.87M +$4.86M +78,659 New
UBS Group
6
UBS Group
Switzerland
$4.71M -$1.64M -26,508 -26%
GFS
7
GYL Financial Synergies
Connecticut
$4.33M +$4.33M +70,030 New
Ameriprise
8
Ameriprise
Minnesota
$3.79M +$17.1K +277 +0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.54M +$2.15M +34,821 +155%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.02M +$2.13M +34,399 +239%
BDWCC
11
B&D White Capital Company
Texas
$2.78M +$2.5M +40,529 +931%
GCA
12
Greenwood Capital Associates
South Carolina
$2.74M +$2.74M +44,333 New
ULWM
13
Upper Left Wealth Management
Florida
$2.33M +$31.1K +504 +1%
Bank of America
14
Bank of America
North Carolina
$1.96M -$146K -2,369 -7%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$1.9M +$452K +7,317 +31%
Citadel Advisors
16
Citadel Advisors
Florida
$1.82M +$284K +4,593 +19%
WEG
17
World Equity Group
Illinois
$1.73M +$573K +9,267 New
Allianz Asset Management
18
Allianz Asset Management
Germany
$1.51M +$494K +8,000 +49%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.44M +$1.43M +23,201 New
IAS
20
Insigneo Advisory Services
Florida
$1.4M +$1.4M +22,661 New
SA
21
SFI Advisors
New Jersey
$1.34M +$315K +5,093 +31%
TYCC
22
Texas Yale Capital Corp
Florida
$1.31M
PP
23
Prudential plc
United Kingdom
$1.28M +$1.28M +20,690 New
Wells Fargo
24
Wells Fargo
California
$1.25M +$250K +4,043 +25%
OMC
25
Old Mission Capital
Illinois
$969K -$29.4M -475,672 -97%

AIA Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Asia 50 ETF (AIA) for Q1 2023, worth a combined $600M — up 11% from $542M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AIA positions and 14 closed out — a net gain of 4 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Old Mission Capital, cutting an estimated $29.4M.

  • 77 institutional investors held iShares Asia 50 ETF (AIA) as of Q1 2023, up from 75 in Q4 2022.
  • Funds reported $600M of iShares Asia 50 ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 18 funds opened new iShares Asia 50 ETF positions in Q1 2023 and 14 closed out, a net change of +4 holders.
  • The largest iShares Asia 50 ETF buyer in Q1 2023 was Morgan Stanley, an estimated $10.1M added.
  • The largest iShares Asia 50 ETF seller in Q1 2023 was Old Mission Capital, an estimated $29.4M sold.

Based on aggregated 13F filings for Q1 2023.