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iShares China Large-Cap ETF

276 hedge funds and large institutions have $4.03B invested in iShares China Large-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 98 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

20.62% more ownership

Funds ownership: 58.34%78.96% (+21%)

14% more capital invested

Capital invested by funds: $3.52B → $4.03B (+$508M)

4% more call options, than puts

Call options by funds: $3.74B | Put options by funds: $3.6B

17% less funds holding

Funds holding: 334276 (-58)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 98

58% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 97

Holders
276
Holders Change
-58
Holders Change %
-17.37%
% of All Funds
7.97%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.35%
New
41
Increased
69
Reduced
98
Closed
97
Calls
$3.74B
Puts
$3.6B
Net Calls
+$143M
Net Calls Change
-$430M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$17K
PP
252
Palladium Partners
Virginia
$16K +$15.8K +450 New
1832 Asset Management
253
1832 Asset Management
Ontario, Canada
$15K +$14.7K +420 New
BBPWM
254
Blue Bell Private Wealth Management
Pennsylvania
$14K
LNB
255
Ledyard National Bank
$14K
TCOV
256
Trust Company of Vermont
Vermont
$13K
CAL
257
Capital Analysts LLC
Pennsylvania
$12.5K
PSC
258
Prentiss Smith & Co
Vermont
$12K
TWA
259
TCI Wealth Advisors
Arizona
$12K
MA
260
MUFG Americas
New York
$11K -$48.9K -1,398 -82%
AC
261
Alexandria Capital
Virginia
$11K
BAM
262
Brave Asset Management
New Jersey
$11K
TF
263
Tompkins Financial
New York
$11K
BRWM
264
B. Riley Wealth Management
Tennessee
$9K +$9.28K +265 New
BCI
265
Brinker Capital Investments
Pennsylvania
$8K -$17.4K -496 -70%
CCS
266
Crosspoint Capital Strategies
California
$8K
PFA
267
Paradigm Financial Advisors
Missouri
$7K -$213K -6,089 -97%
PMFA
268
Plante Moran Financial Advisors
Michigan
$5K +$4.73K +135 New
ATC
269
Adirondack Trust Company
New York
$4K
CTC
270
Central Trust Company
Missouri
$4K
RFA
271
Reilly Financial Advisors
California
$3K
ACS
272
Archford Capital Strategies
Illinois
$2.68K +$2.63K +75 New
BC
273
Bartlett & Co
Ohio
$2K
FIG
274
Fusion Investment Group
Pennsylvania
$1K -$147K -4,213 -99%
FFC
275
First Financial Corp
Indiana
$1K +$1.4K +40 New

FXI Hedge Fund Activity: Q1 2014 in Review

276 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares China Large-Cap ETF (FXI) for Q1 2014, worth a combined $4.03B — up 14% from $3.52B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of FXI and 41 opened new positions — a net loss of 56 holders — while 98 trimmed existing stakes and 69 added.

The largest buyer was Credit Suisse, adding an estimated $432M. The largest seller was Allianz Asset Management, cutting an estimated $220M.

  • 276 institutional investors held iShares China Large-Cap ETF (FXI) as of Q1 2014, down from 334 in Q4 2013.
  • Funds reported $4.03B of iShares China Large-Cap ETF stock for Q1 2014, up 14% quarter-over-quarter.
  • 41 funds opened new iShares China Large-Cap ETF positions in Q1 2014 and 97 closed out, a net change of -56 holders.
  • The largest iShares China Large-Cap ETF buyer in Q1 2014 was Credit Suisse, an estimated $432M added.
  • The largest iShares China Large-Cap ETF seller in Q1 2014 was Allianz Asset Management, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2014.