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iShares MSCI Hong Kong ETF

139 hedge funds and large institutions have $626M invested in iShares MSCI Hong Kong ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

69% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.15M

5% more funds holding

Funds holding: 133139 (+6)

2% less capital invested

Capital invested by funds: $639M → $626M (-$13.1M)

2.5% less ownership

Funds ownership: 36.25%33.76% (-2.5%)

33% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 52

Holders
139
Holders Change
+6
Holders Change %
+4.51%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
35
Reduced
52
Closed
8
Calls
$1.95M
Puts
$1.15M
Net Calls
+$800K
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
51
Texas Yale Capital Corp
Florida
$955K -$48.3K -1,987 -5%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$931K -$650K -26,734 -41%
CCA
53
Checchi Capital Advisers
California
$927K -$299K -12,320 -25%
Stifel Financial
54
Stifel Financial
Missouri
$909K +$75K +3,085 +9%
BHWM
55
Bar Harbor Wealth Management
New Hampshire
$880K -$24.3K -1,000 -3%
BPC
56
Banque Pictet & Cie
Switzerland
$868K -$1.73M -71,235 -67%
Barclays
57
Barclays
United Kingdom
$837K +$489K +20,125 +146%
LPL Financial
58
LPL Financial
California
$832K -$15.4M -633,738 -95%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$832K -$2.96K -122 -0.4%
GI
60
Glovista Investments
New Jersey
$832K +$100K +4,130 +14%
NI
61
Numeric Investors
Massachusetts
$805K +$792K +32,600 New
HighTower Advisors
62
HighTower Advisors
Illinois
$773K
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$757K -$28.2K -1,161 -4%
BFS
64
Bradley Foster & Sargent
Connecticut
$700K -$6.8K -280 -1%
GAM
65
Gould Asset Management
California
$681K
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$671K -$16.9K -695 -2%
PAG
67
Private Advisor Group
New Jersey
$632K -$473K -19,464 -43%
FAAS
68
First Allied Advisory Services
California
$626K
H
69
Hexavest
Quebec, Canada
$625K -$4.89M -201,304 -89%
CWP
70
Capital Wealth Planning
Florida
$617K
JG
71
Jefferies Group
New York
$556K -$122 -5 -0%
ZIG
72
Zurich Insurance Group
Switzerland
$547K
ECM
73
Evergreen Capital Management
Washington
$514K +$122K +5,035 +32%
LTI
74
Laffer Tengler Investments
Tennessee
$511K -$729 -30 -0.1%
KWMG
75
King Wealth Management Group
Florida
$489K

EWH Hedge Fund Activity: Q3 2017 in Review

139 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Hong Kong ETF (EWH) for Q3 2017, worth a combined $626M — down 2.1% from $639M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EWH positions and 8 closed out — a net gain of 9 holders — while 35 added to existing stakes and 52 trimmed.

The largest buyer was Prudential plc, adding an estimated $22.9M. The largest seller was SG Americas Securities, cutting an estimated $42.4M.

  • 139 institutional investors held iShares MSCI Hong Kong ETF (EWH) as of Q3 2017, up from 133 in Q2 2017.
  • Funds reported $626M of iShares MSCI Hong Kong ETF stock for Q3 2017, down 2.1% quarter-over-quarter.
  • 17 funds opened new iShares MSCI Hong Kong ETF positions in Q3 2017 and 8 closed out, a net change of +9 holders.
  • The largest iShares MSCI Hong Kong ETF buyer in Q3 2017 was Prudential plc, an estimated $22.9M added.
  • The largest iShares MSCI Hong Kong ETF seller in Q3 2017 was SG Americas Securities, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2017.