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iShares MSCI BIC ETF
BKF

40 hedge funds and large institutions have $18.6M invested in iShares MSCI BIC ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

23% more capital invested

Capital invested by funds: $15.1M → $18.6M (+$3.49M)

4.6% more ownership

Funds ownership: 21.86% → 26.46% (+4.6%)

5% less funds holding

Funds holding: 42 → 40 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.36M
2
Morgan Stanley
Morgan Stanley
New York
+$1.24M
3
RJA
Raymond James & Associates
Florida
+$482K
4
Citadel Advisors
Citadel Advisors
Florida
+$251K
5
LPL Financial
LPL Financial
California
+$197K

Top Sellers

Rank Fund Capital Flow
1
FWP
Falcon Wealth Planning
California
-$232K
2
PP
Prudential plc
United Kingdom
-$219K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$180K
4
AFG
Atomi Financial Group
New York
-$38.6K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$37.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
26
WhitTier Trust Company
Nevada
$35.7K – – –
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K – – –
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$12K – – –
TPCW
29
TD Private Client Wealth
New York
$11.6K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$9.1K – – –
ADL
31
Asset Dedication LLC
California
$8K – – –
VL
32
Vima LLC
Michigan
$5.13K +$5.04K +150 New
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$5.04K – – –
NSG
34
Nalls Sherbakoff Group
Tennessee
$3.42K – – –
RA
35
Rise Advisors
New York
$3.12K +$34 +1 +1%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$2.88K – – –
NMG
37
New Millennium Group
Utah
$1.5K – – –
HCM
38
Hollencrest Capital Management
California
$1.45K +$34 +1 +2%
HBW
39
Hazlett, Burt & Watson
West Virginia
$1K – – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$684 -$1.04K -31 -61%
FWP
41
Falcon Wealth Planning
California
– -$232K -6,906 Closed
CG
42
Cutler Group
California
– -$3K -100 Closed
EWA
43
EverSource Wealth Advisors
Alabama
– -$1.68K -50 Closed
FFA
44
Farther Finance Advisors
California
– -$34 -1 Closed
1
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BKF Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI BIC ETF (BKF) for Q4 2023, worth a combined $18.6M — up 23% from $15.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BKF and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $1.36M. The largest seller was Falcon Wealth Planning, exiting entirely with an estimated $232K sold.

  • 40 institutional investors held iShares MSCI BIC ETF (BKF) as of Q4 2023, down from 42 in Q3 2023.
  • Funds reported $18.6M of iShares MSCI BIC ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 3 funds opened new iShares MSCI BIC ETF positions in Q4 2023 and 4 closed out, a net change of -1 holder.
  • The largest iShares MSCI BIC ETF buyer in Q4 2023 was Jane Street, an estimated $1.36M added.
  • The largest iShares MSCI BIC ETF seller in Q4 2023 was Falcon Wealth Planning, an estimated $232K sold.

Based on aggregated 13F filings for Q4 2023.