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iShares MSCI Hong Kong ETF

151 hedge funds and large institutions have $6.7B invested in iShares MSCI Hong Kong ETF in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more capital invested

Capital invested by funds: $1.55B → $6.7B (+$5.15B)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

1% more funds holding

Funds holding: 150151 (+1)

5.87% less ownership

Funds ownership: 51.16%45.3% (-5.9%)

34% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $52M

40% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 52

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
31
Reduced
52
Closed
26
Calls
$34.5M
Puts
$52M
Net Calls
-$17.6M
Net Calls Change
-$6.17M
Name Holding Trade Value Shares
Change
Change in
Stake
RNS
101
Robert N. Shapiro
$128K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$98K +$22.7K +1,077 +29%
BBHC
103
Brown Brothers Harriman & Co
New York
$96K
X
104
Xponance
Pennsylvania
$93K
Creative Planning
105
Creative Planning
Kansas
$91K -$16.2K -770 -15%
LIA
106
LS Investment Advisors
Michigan
$90K -$190K -9,000 -67%
SFU
107
Stonehage Fleming (UK)
United Kingdom
$82K
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$81K -$5.92K -281 -7%
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$75K
WTC
110
WhitTier Trust Company
Nevada
$74K
HIM
111
Hillsdale Investment Management
Ontario, Canada
$68K
LNB
112
Ledyard National Bank
$67K +$66.2K +3,140 +3,140%
FMP
113
Financial Management Professionals
Texas
$63K +$35K +1,659 +119%
RIA
114
Regal Investment Advisors
Michigan
$50K -$288K -13,664 -85%
PIM
115
Parasol Investment Management
Illinois
$49K
AIG
116
American International Group
New York
$45.2K +$14.3K +677 +44%
CG
117
Colony Group
Massachusetts
$45K
DADC
118
D.A. Davidson & Co
Montana
$41K -$21 -1 -0%
CHC
119
City Holding Co
West Virginia
$41K
Walleye Trading
120
Walleye Trading
New York
$33K -$145K -6,866 -81%
SF
121
Synovus Financial
Georgia
$30K -$106K -5,020 -77%
EMA
122
Efficient Market Advisors
California
$29K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$28K
AA
124
Apriem Advisors
California
$27K +$11K +524 +66%
OIA
125
Optimum Investment Advisors
Illinois
$26K

EWH Hedge Fund Activity: Q4 2014 in Review

151 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Hong Kong ETF (EWH) for Q4 2014, worth a combined $6.7B — up 331% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EWH positions and 26 closed out — a net gain of 2 holders — while 31 added to existing stakes and 52 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $36.5M. The largest seller was Marketfield Asset Management, cutting an estimated $363M.

  • 151 institutional investors held iShares MSCI Hong Kong ETF (EWH) as of Q4 2014, up from 150 in Q3 2014.
  • Funds reported $6.7B of iShares MSCI Hong Kong ETF stock for Q4 2014, up 331% quarter-over-quarter.
  • 28 funds opened new iShares MSCI Hong Kong ETF positions in Q4 2014 and 26 closed out, a net change of +2 holders.
  • The largest iShares MSCI Hong Kong ETF buyer in Q4 2014 was Goldman Sachs, an estimated $36.5M added.
  • The largest iShares MSCI Hong Kong ETF seller in Q4 2014 was Marketfield Asset Management, an estimated $363M sold.

Based on aggregated 13F filings for Q4 2014.