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iShares MSCI Hong Kong ETF

144 hedge funds and large institutions have $6.17B invested in iShares MSCI Hong Kong ETF in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

793% more capital invested

Capital invested by funds: $690M → $6.17B (+$5.48B)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

1.48% more ownership

Funds ownership: 31.66%33.14% (+1.5%)

8% less funds holding

Funds holding: 157144 (-13)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

42% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 31

51% less call options, than puts

Call options by funds: $5.73M | Put options by funds: $11.8M

Holders
144
Holders Change
-13
Holders Change %
-8.28%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
47
Reduced
39
Closed
31
Calls
$5.73M
Puts
$11.8M
Net Calls
-$6.05M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
126
James Investment Research
Ohio
$20K
QBFM
127
QS Batterymarch Financial Management
New York
$19K +$18.1K +939 New
ATC
128
Adirondack Trust Company
New York
$18K
WRM
129
Westport Resources Management
Connecticut
$16K
AA
130
Apriem Advisors
California
$16K +$5.78K +300 +60%
WF
131
WealthTrust Fairport
Ohio
$13K
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.3K +640 New
ACM
133
Aviance Capital Management
Florida
$12K +$11.4K +593 New
BPBT
134
Boston Private Bank & Trust
Massachusetts
$10K
PP
135
Palladium Partners
Virginia
$10K
HDIM
136
Hanson & Doremus Investment Management
Vermont
$9K -$11.6K -600 -57%
NES
137
New England Securities
New York
$8K +$7.71K +400 New
HR
138
Howe & Rusling
New York
$6K +$77 +4 +1%
EWM
139
Elite Wealth Management
Washington
$5K
EU
140
Emory University
Georgia
$5K
WCBA
141
Weaver C. Barksdale & Associates
Tennessee
$5K
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$4K
WAM
143
Wolverine Asset Management
Illinois
$4K
BC
144
Bartlett & Co
Ohio
$3K
WA
145
Waverly Advisors
Alabama
$2K +$2.23K +116 New
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 +$1.27K +66 +31%
AIA
147
Arrow Investment Advisors
Maryland
-$8.73M -476,850 Closed
DWA
148
Dorsey Wright & Associates
California
-$8.72M -476,850 Closed
RCMB
149
Revelation Capital Management (Bermuda)
Bermuda
-$3.29M -293,700 Closed
CA
150
Cumberland Advisors
Florida
-$2.71M -148,052 Closed

EWH Hedge Fund Activity: Q3 2013 in Review

144 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Hong Kong ETF (EWH) for Q3 2013, worth a combined $6.17B — up 793% from $690M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EWH and 18 opened new positions — a net loss of 13 holders — while 39 trimmed existing stakes and 47 added.

The largest buyer was United Services Automobile Association, adding an estimated $45.7M. The largest seller was Ronald Blue & Co, cutting an estimated $31.7M.

  • 144 institutional investors held iShares MSCI Hong Kong ETF (EWH) as of Q3 2013, down from 157 in Q2 2013.
  • Funds reported $6.17B of iShares MSCI Hong Kong ETF stock for Q3 2013, up 793% quarter-over-quarter.
  • 18 funds opened new iShares MSCI Hong Kong ETF positions in Q3 2013 and 31 closed out, a net change of -13 holders.
  • The largest iShares MSCI Hong Kong ETF buyer in Q3 2013 was United Services Automobile Association, an estimated $45.7M added.
  • The largest iShares MSCI Hong Kong ETF seller in Q3 2013 was Ronald Blue & Co, an estimated $31.7M sold.

Based on aggregated 13F filings for Q3 2013.