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iShares China Large-Cap ETF

306 hedge funds and large institutions have $4.1B invested in iShares China Large-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 66 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

8% more funds holding

Funds holding: 284306 (+22)

1% less capital invested

Capital invested by funds: $4.14B → $4.1B (-$34.1M)

9.29% less ownership

Funds ownership: 97.5%88.21% (-9.3%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

36% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 103

56% less call options, than puts

Call options by funds: $3.77B | Put options by funds: $8.59B

Holders
306
Holders Change
+22
Holders Change %
+7.75%
% of All Funds
6.03%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.3%
New
64
Increased
66
Reduced
103
Closed
40
Calls
$3.77B
Puts
$8.59B
Net Calls
-$4.81B
Net Calls Change
-$2.37B
Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Synovus Financial
Georgia
$109K -$1.04K -25 -1%
BWP
227
Baldwin Wealth Partners
Massachusetts
$109K
ClearBridge Investments
228
ClearBridge Investments
New York
$92K
CT
229
Caldwell Trust
Florida
$87.7K +$83.8K +2,010 New
BWM
230
BigSur Wealth Management
Florida
$87K +$83.4K +2,000 New
EWM
231
EPG Wealth Management
Georgia
$84K +$80.4K +1,928 New
AIP
232
Ameritas Investment Partners
Nebraska
$81K +$1.42K +34 +2%
HA
233
H2O AM
United Kingdom
$70K +$20.4K +490 New
WC
234
Whitnell & Co
Illinois
$68K
PCTC
235
Perkins Coie Trust Company
Washington
$65K
RWA
236
Ropes Wealth Advisors
Massachusetts
$65K
HDIM
237
Hanson & Doremus Investment Management
Vermont
$65K +$15.4K +370 +33%
PCFFS
238
Pacific Center for Financial Services
California
$59K
CFGS
239
Concourse Financial Group Securities
Alabama
$58K -$14.6K -351 -21%
NSIM
240
North Star Investment Management
Illinois
$57K +$750 +18 +1%
CG
241
Cutler Group
California
$56K -$7.17M -172,032 -99%
HPC
242
HM Payson & Co
Maine
$52K
APA
243
American Portfolios Advisors
New York
$51K +$5K +120 +11%
EWA
244
Evolution Wealth Advisors
Florida
$51K +$49.2K +1,180 New
NFG
245
Next Financial Group
Texas
$50K -$333K -7,976 -87%
PA
246
Procyon Advisors
Connecticut
$48K +$46.1K +1,105 New
SFC
247
SYM Financial Corp
Indiana
$44K
AssetMark Inc
248
AssetMark Inc
California
$43K +$9.84K +236 +31%
Chevy Chase Trust
249
Chevy Chase Trust
Maryland
$37K +$35.4K +850 New
PA
250
Parallel Advisors
California
$33K

FXI Hedge Fund Activity: Q4 2019 in Review

306 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares China Large-Cap ETF (FXI) for Q4 2019, worth a combined $4.1B — down 0.82% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FXI positions and 40 closed out — a net gain of 24 holders — while 66 added to existing stakes and 103 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $207M.

  • 306 institutional investors held iShares China Large-Cap ETF (FXI) as of Q4 2019, up from 284 in Q3 2019.
  • Funds reported $4.1B of iShares China Large-Cap ETF stock for Q4 2019, down 0.82% quarter-over-quarter.
  • 64 funds opened new iShares China Large-Cap ETF positions in Q4 2019 and 40 closed out, a net change of +24 holders.
  • The largest iShares China Large-Cap ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $117M added.
  • The largest iShares China Large-Cap ETF seller in Q4 2019 was JP Morgan Chase, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2019.