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iShares MSCI Hong Kong ETF

164 hedge funds and large institutions have $1.39B invested in iShares MSCI Hong Kong ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.88M

18% more capital invested

Capital invested by funds: $1.18B → $1.39B (+$210M)

4.85% more ownership

Funds ownership: 45.88%50.73% (+4.9%)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 168164 (-4)

Holders
164
Holders Change
-4
Holders Change %
-2.38%
% of All Funds
3.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
24
Increased
53
Reduced
50
Closed
25
Calls
$3.48M
Puts
$2.88M
Net Calls
+$599K
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
126
RWA Wealth Partners
Massachusetts
$54K +$57.2K +2,235 New
LIA
127
LS Investment Advisors
Michigan
$50K
CHC
128
City Holding Co
West Virginia
$48K
BlackRock
129
BlackRock
New York
$47K -$54.6K -2,134 -52%
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$42K -$11.9K -465 -21%
IA
131
IFP Advisors
Florida
$39K +$2.46K +96 +6%
TC
132
Trilogy Capital
California
$36K -$12.8K -500 -25%
AssetMark Inc
133
AssetMark Inc
California
$33K -$116M -4,518,850 -100%
PMAM
134
Picton Mahoney Asset Management
Ontario, Canada
$30K +$1.02K +40 +3%
HIIFS
135
Harel Insurance Investments & Financial Services
Israel
$29K -$1.12M -43,685 -97%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$26K
AIP
137
Ameritas Investment Partners
Nebraska
$22K
HAM
138
Highstreet Asset Management
Ontario, Canada
$22K
SFG
139
SevenBridge Financial Group
Pennsylvania
$19K
AAP
140
Arax Advisory Partners
Colorado
$16K
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$12.1K +$12.8K +500 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$12K
FANJ
143
Financial Architects (New Jersey)
New Jersey
$10K +$9.18K +359 +1,436%
CF
144
Centaurus Financial
California
$10K +$10.4K +407 New
NCM
145
Northstar Capital Management
New York
$9K
SIS
146
Sound Income Strategies
Florida
$9K
OIA
147
Optimum Investment Advisors
Illinois
$8K
APA
148
American Portfolios Advisors
New York
$7.38K -$27.1K -1,060 -78%
SFM
149
Signet Financial Management
New Jersey
$7K
TWA
150
TCI Wealth Advisors
Arizona
$7K

EWH Hedge Fund Activity: Q2 2018 in Review

164 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Hong Kong ETF (EWH) for Q2 2018, worth a combined $1.39B — up 18% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EWH and 24 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 53 added.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $233M. The largest seller was AssetMark Inc, cutting an estimated $116M.

  • 164 institutional investors held iShares MSCI Hong Kong ETF (EWH) as of Q2 2018, down from 168 in Q1 2018.
  • Funds reported $1.39B of iShares MSCI Hong Kong ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Hong Kong ETF positions in Q2 2018 and 25 closed out, a net change of -1 holder.
  • The largest iShares MSCI Hong Kong ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $233M added.
  • The largest iShares MSCI Hong Kong ETF seller in Q2 2018 was AssetMark Inc, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2018.