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iShares MSCI BIC ETF

70 hedge funds and large institutions have $92.9M invested in iShares MSCI BIC ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 25.24%25.3% (+0.06%)

6% less capital invested

Capital invested by funds: $98.7M → $92.9M (-$5.78M)

15% less funds holding

Funds holding: 8270 (-12)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

Holders
70
Holders Change
-12
Holders Change %
-14.63%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13M -$2.78M -69,612 -17%
GI
2
Gradient Investments
Minnesota
$11M +$948K +23,700 +9%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.5M +$3.83M +95,635 +121%
VKH
4
Virtu KCG Holdings
New York
$6.33M +$6.23M +155,789 +1,092%
CI
5
Conning Inc
Connecticut
$4.75M +$487K +12,175 +11%
HCM
6
Howland Capital Management
Massachusetts
$4.63M +$61K +1,525 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.14M +$2.05M +51,205 +85%
Goldman Sachs
8
Goldman Sachs
New York
$4.07M +$1.02M +25,469 +30%
Bank of America
9
Bank of America
North Carolina
$3.75M -$182K -4,553 -4%
Ameriprise
10
Ameriprise
Minnesota
$3.66M +$3.77M +94,145 +2,267%
LPT
11
Legacy Private Trust
Wisconsin
$3.31M +$3.2M +80,069 +911%
Axa
12
Axa
France
$3.04M
FTUS
13
Flow Traders U.S.
New York
$2.64M +$2.82M +70,400 +15,856%
Jane Street
14
Jane Street
New York
$2.37M +$2.03M +50,712 +395%
Wells Fargo
15
Wells Fargo
California
$2.28M -$98.1K -2,452 -4%
GWM
16
Graybill Wealth Management
Illinois
$2.11M -$13.4K -335 -0.6%
SCI
17
S&CO Inc
Massachusetts
$1.29M
AIA
18
Arbor Investment Advisors
North Carolina
$948K -$56.7K -1,418 -5%
U
19
UBS
Switzerland
$899K -$218K -5,444 -18%
State Street
20
State Street
Massachusetts
$898K
CIA
21
Capital Investment Advisors
Georgia
$896K +$25.8K +644 +3%
AI
22
Atria Investments
North Carolina
$873K +$938K +23,455 New
GHF
23
Good Harbor Financial
Illinois
$825K -$362K -9,039 -29%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$733K
LPL Financial
25
LPL Financial
California
$620K -$21.4K -535 -3%

BKF Hedge Fund Activity: Q3 2014 in Review

70 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI BIC ETF (BKF) for Q3 2014, worth a combined $92.9M — down 5.9% from $98.7M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BKF and 3 opened new positions — a net loss of 11 holders — while 27 trimmed existing stakes and 17 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $6.23M. The largest seller was Horizon Investments, exiting entirely with an estimated $15.9M sold.

  • 70 institutional investors held iShares MSCI BIC ETF (BKF) as of Q3 2014, down from 82 in Q2 2014.
  • Funds reported $92.9M of iShares MSCI BIC ETF stock for Q3 2014, down 5.9% quarter-over-quarter.
  • 3 funds opened new iShares MSCI BIC ETF positions in Q3 2014 and 14 closed out, a net change of -11 holders.
  • The largest iShares MSCI BIC ETF buyer in Q3 2014 was Virtu KCG Holdings, an estimated $6.23M added.
  • The largest iShares MSCI BIC ETF seller in Q3 2014 was Horizon Investments, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2014.