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iShares MSCI BIC ETF

66 hedge funds and large institutions have $79.5M invested in iShares MSCI BIC ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 25.3%26.48% (+1.2%)

6% less funds holding

Funds holding: 7066 (-4)

14% less capital invested

Capital invested by funds: $92.9M → $79.5M (-$13.4M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.3M +$62K +1,694 +0.5%
GI
2
Gradient Investments
Minnesota
$11.7M +$1.4M +38,292 +13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.85M -$273K -7,472 -4%
CI
4
Conning Inc
Connecticut
$4.46M
Ameriprise
5
Ameriprise
Minnesota
$4.34M +$939K +25,662 +26%
Goldman Sachs
6
Goldman Sachs
New York
$4.17M +$359K +9,811 +9%
Jane Street
7
Jane Street
New York
$3.23M +$1.04M +28,547 +45%
HCM
8
Howland Capital Management
Massachusetts
$3.19M -$1.22M -33,377 -27%
Axa
9
Axa
France
$2.86M
Bank of America
10
Bank of America
North Carolina
$2.73M -$837K -22,871 -23%
Millennium Management
11
Millennium Management
New York
$2.46M +$2.57M +70,241 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.35M -$1.62M -44,215 -40%
Wells Fargo
13
Wells Fargo
California
$2.06M -$87.4K -2,389 -4%
FTUS
14
Flow Traders U.S.
New York
$2.05M -$455K -12,427 -18%
GWM
15
Graybill Wealth Management
Illinois
$1.98M -$11.2K -305 -0.5%
SCI
16
S&CO Inc
Massachusetts
$1.22M
OMC
17
Old Mission Capital
Illinois
$1.16M +$1.21M +33,036 New
SFFS
18
Stonehage Fleming Financial Services
Jersey
$1.09M +$1.14M +31,124 New
State Street
19
State Street
Massachusetts
$950K +$110K +3,000 +12%
AIA
20
Arbor Investment Advisors
North Carolina
$902K +$10.9K +297 +1%
CIA
21
Capital Investment Advisors
Georgia
$851K +$9.29K +254 +1%
VKH
22
Virtu KCG Holdings
New York
$839K -$5.35M -146,101 -86%
UBS Group
23
UBS Group
Switzerland
$717K +$748K +20,457 New
HSBC Holdings
24
HSBC Holdings
United Kingdom
$599K -$94.8K -2,590 -13%
Citadel Advisors
25
Citadel Advisors
Florida
$556K +$270K +7,369 +87%

BKF Hedge Fund Activity: Q4 2014 in Review

66 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI BIC ETF (BKF) for Q4 2014, worth a combined $79.5M — down 14% from $92.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BKF and 11 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 14 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.57M. The largest seller was Virtu KCG Holdings, cutting an estimated $5.35M.

  • 66 institutional investors held iShares MSCI BIC ETF (BKF) as of Q4 2014, down from 70 in Q3 2014.
  • Funds reported $79.5M of iShares MSCI BIC ETF stock for Q4 2014, down 14% quarter-over-quarter.
  • 11 funds opened new iShares MSCI BIC ETF positions in Q4 2014 and 13 closed out, a net change of -2 holders.
  • The largest iShares MSCI BIC ETF buyer in Q4 2014 was Millennium Management, an estimated $2.57M added.
  • The largest iShares MSCI BIC ETF seller in Q4 2014 was Virtu KCG Holdings, an estimated $5.35M sold.

Based on aggregated 13F filings for Q4 2014.