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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
BDWM
251
Brewin Dolphin Wealth Management
Ireland
$32.7K
SQA
252
Simon Quick Advisors
New Jersey
$32K
EWP
253
Engrave Wealth Partners
Texas
$32K +$31.3K +750 New
SFSIG
254
San Francisco Sentry Investment Group
California
$27K
WT
255
Whittier Trust
California
$26K -$2.08K -50 -8%
CAM
256
CenterStar Asset Management
Illinois
$26K
RE
257
RBC Europe
United Kingdom
$25.9K
MA
258
MUFG Americas
New York
$25K
CIAS
259
Capital Investment Advisory Services
North Carolina
$24K
BCWM
260
Bartlett & Co Wealth Management
Ohio
$22.6K
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$21K
CCP
262
Clarkston Capital Partners
Michigan
$20K +$19.2K +460 New
KFS
263
Kelly Financial Services
Massachusetts
$17.5K
HWA
264
HCR Wealth Advisors
California
$17K +$15.8K +379 New
GI
265
Gradient Investments
Minnesota
$16K +$250 +6 +2%
SFG
266
Sowa Financial Group
Rhode Island
$16K +$15.3K +367 New
US Bancorp
267
US Bancorp
Minnesota
$14K
IWA
268
Intercontinental Wealth Advisors
Texas
$13K -$118K -2,822 -90%
AIA
269
Armor Investment Advisors
North Carolina
$13K
FHA
270
First Horizon Advisors
Tennessee
$13K
TFA
271
Tobias Financial Advisors
Florida
$13K +$12.5K +300 New
OIA
272
Optimum Investment Advisors
Illinois
$11K
SCA
273
Stonebridge Capital Advisors
Minnesota
$11K
FANJ
274
Financial Architects (New Jersey)
New Jersey
$11K +$2.25K +54 +28%
BAM
275
Bellevue Asset Management
Washington
$11K +$10.4K +250 New

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.