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iShares MSCI BIC ETF

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: 4240 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.85M +$1.24M +37,062 +80%
Citigroup
2
Citigroup
New York
$2.4M
PP
3
Prudential plc
United Kingdom
$2.37M -$219K -6,530 -9%
Jane Street
4
Jane Street
New York
$2M +$1.36M +40,657 +229%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$906K +$16.8K +500 +2%
Bank of America
6
Bank of America
North Carolina
$872K +$17.2K +511 +2%
Citadel Advisors
7
Citadel Advisors
Florida
$775K +$251K +7,482 +49%
Ameriprise
8
Ameriprise
Minnesota
$696K +$17.5K +522 +3%
PFA
9
Pure Financial Advisors
California
$625K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$575K -$180K -5,355 -24%
FTUS
11
Flow Traders U.S.
New York
$564K +$162K +4,839 +42%
Wells Fargo
12
Wells Fargo
California
$545K +$31.9K +949 +6%
RJA
13
Raymond James & Associates
Florida
$491K +$482K +14,367 New
CCA
14
Cottonwood Capital Advisors
Utah
$429K -$26.7K -796 -6%
OMC
15
Old Mission Capital
Illinois
$393K +$73.7K +2,197 +24%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$386K
LRPA
17
L. Roy Papp & Associates
Arizona
$359K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$350K -$37.6K -1,119 -10%
AFG
19
Atomi Financial Group
New York
$336K -$38.6K -1,149 -10%
LPL Financial
20
LPL Financial
California
$201K +$197K +5,866 New
UBS Group
21
UBS Group
Switzerland
$106K +$27.2K +809 +35%
Osaic Holdings
22
Osaic Holdings
Arizona
$81.6K -$4.6K -137 -5%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$51.6K +$24.3K +725 +224%
IA
24
IFP Advisors
Florida
$49.9K
WT
25
Whittier Trust
California
$44.9K

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.