iShares MSCI China Small-Cap ETF
ECNS
14 hedge funds and large institutions have $1.11M invested in iShares MSCI China Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
196% more capital invested
Capital invested by funds: $373K → $1.11M (+$734K)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
27% more funds holding
Funds holding: 11 → 14 (+3)
2.56% more ownership
Funds ownership: 2.12% → 4.68% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$446K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$151K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$13.4K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$9.67K |
| 5 |
Morgan Stanley
New York
|
+$7.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$29.9K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
1
Steward Partners Investment Advisory
New York
| $472K | +$446K | +10,367 | New |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $203K | +$151K | +3,520 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $116K | +$4.3K | +100 | +4% |
|
|
4
Morgan Stanley
New York
| $93K | +$7.18K | +167 | +9% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $60K | -$10.7K | -250 | -16% |
|
|
APA
6
American Portfolios Advisors
Holbrook,
New York
| $49.2K | +$9.67K | +225 | +26% |
|
|
SF
7
Synovus Financial
Columbus,
Georgia
| $32K | – | – | – |
|
|
8
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $30K | -$29.9K | -696 | -51% |
|
9
UBS Group
Zurich,
Switzerland
| $30K | – | – | – |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $14K | +$13.4K | +312 | New |
|
|
PFGIA
11
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | – | – | – |
|
12
Simplex Trading
Chicago,
Illinois
| $4K | +$4.3K | +100 | New |
|
ECNS Hedge Fund Activity: Q1 2019 in Review
14 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI China Small-Cap ETF (ECNS) for Q1 2019, worth a combined $1.11M — up 196% from $373K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ECNS positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $446K. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $29.9K.
- 14 institutional investors held iShares MSCI China Small-Cap ETF (ECNS) as of Q1 2019, up from 11 in Q4 2018.
- Funds reported $1.11M of iShares MSCI China Small-Cap ETF stock for Q1 2019, up 196% quarter-over-quarter.
- 4 funds opened new iShares MSCI China Small-Cap ETF positions in Q1 2019 and 1 closed out, a net change of +3 holders.
- The largest iShares MSCI China Small-Cap ETF buyer in Q1 2019 was Steward Partners Investment Advisory, an estimated $446K added.
- The largest iShares MSCI China Small-Cap ETF seller in Q1 2019 was Northwestern Mutual Wealth Management, an estimated $29.9K sold.
Based on aggregated 13F filings for Q1 2019.