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iShares China Large-Cap ETF

281 hedge funds and large institutions have $4.41B invested in iShares China Large-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 118 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

6.74% more ownership

Funds ownership: 70.89%77.63% (+6.7%)

22% less capital invested

Capital invested by funds: $5.62B → $4.41B (-$1.21B)

24% less funds holding

Funds holding: 368281 (-87)

36% less call options, than puts

Call options by funds: $3.27B | Put options by funds: $5.07B

45% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 118

68% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 125

Holders
281
Holders Change
-87
Holders Change %
-23.64%
% of All Funds
7.84%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.59%
New
40
Increased
65
Reduced
118
Closed
125
Calls
$3.27B
Puts
$5.07B
Net Calls
-$1.81B
Net Calls Change
-$2.69B
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
251
Woodmont Investment Counsel
Tennessee
$17K
SCA
252
Strategic Capital Alternatives
United States
$16K -$13.9K -357 -44%
FCCM
253
First City Capital Management
Georgia
$16K
DA
254
Dunvegan Associates
California
$14K
MAS
255
Madden Advisory Services
Florida
$14K
TWA
256
TCI Wealth Advisors
Arizona
$14K +$2.84K +73 +23%
AA
257
Apriem Advisors
California
$14K +$7.77K +200 +100%
TCOV
258
Trust Company of Vermont
Vermont
$12K
BBPWM
259
Blue Bell Private Wealth Management
Pennsylvania
$11K -$15.5K -400 -57%
AC
260
Alexandria Capital
Virginia
$11K
BAM
261
Brave Asset Management
New Jersey
$11K
GAM
262
Gemmer Asset Management
California
$11K
IWMPD
263
Integrated Wealth Management (Palm Desert)
California
$10K -$2.1K -54 -16%
WEC
264
Winslow Evans & Crocker
Massachusetts
$9.58K
IWC
265
Integrated Wealth Counsel
California
$8K
LFR
266
Lehman Financial Resources
Pennsylvania
$8K
TFA
267
Transamerica Financial Advisors
Florida
$7K -$1.13M -29,132 -99%
HNB
268
Huntington National Bank
Ohio
$5K
BCM
269
Brookstone Capital Management
Illinois
$4K -$1.32K -34 -23%
1832 Asset Management
270
1832 Asset Management
Ontario, Canada
$4K
ATC
271
Adirondack Trust Company
New York
$4K
AP
272
Atwood & Palmer
Missouri
$4K +$4.08K +105 New
AssetMark Inc
273
AssetMark Inc
California
$4K +$4.28K +110 New
IF
274
Ironwood Financial
Arizona
$3K -$14.2K -366 -83%
TDC
275
Thompson Davis & Co
Virginia
$3K

FXI Hedge Fund Activity: Q3 2015 in Review

281 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares China Large-Cap ETF (FXI) for Q3 2015, worth a combined $4.41B — down 22% from $5.62B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of FXI and 40 opened new positions — a net loss of 85 holders — while 118 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $375M. The largest seller was Credit Suisse, cutting an estimated $221M.

  • 281 institutional investors held iShares China Large-Cap ETF (FXI) as of Q3 2015, down from 368 in Q2 2015.
  • Funds reported $4.41B of iShares China Large-Cap ETF stock for Q3 2015, down 22% quarter-over-quarter.
  • 40 funds opened new iShares China Large-Cap ETF positions in Q3 2015 and 125 closed out, a net change of -85 holders.
  • The largest iShares China Large-Cap ETF buyer in Q3 2015 was Morgan Stanley, an estimated $375M added.
  • The largest iShares China Large-Cap ETF seller in Q3 2015 was Credit Suisse, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2015.