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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
B
351
Baird
Wisconsin
-$231K -6,030 Closed
EARNEST Partners
352
EARNEST Partners
Georgia
-$224K -5,840 Closed
ANBTV
353
American National Bank & Trust (Virginia)
Virginia
-$219K -5,720 Closed
BSW
354
Buckingham Strategic Wealth
Missouri
-$216K -5,634 Closed
WB
355
WesBanco Bank
West Virginia
-$213K -5,550 Closed
HCMT
356
Highland Capital Management (Tennessee)
Tennessee
-$211K -5,505 Closed
ICAS
357
Investors Capital Advisory Services
Massachusetts
-$209K -5,448 Closed
GA
358
GFS Advisors
Texas
-$207K -5,400 Closed
EWM
359
Elite Wealth Management
Washington
-$204K -5,304 Closed
Parallax Volatility Advisers
360
Parallax Volatility Advisers
California
-$135K -3,852 Closed
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
-$81K -2,101 Closed
FAM
362
Forty4 Asset Management
Illinois
-$77K -2,000 Closed
CMO
363
Covenant Multifamily Offices
Texas
-$38K -990 Closed
CFA
364
Carroll Financial Associates
North Carolina
-$17K -450 Closed
ASN
365
Advisory Services Network
Georgia
-$8K -200 Closed
ECM
366
ETrade Capital Management
Virginia
-$7K -185 Closed
SHWM
367
Smith & Howard Wealth Management
Georgia
-$4K -101 Closed
FWM
368
Focused Wealth Management
New York
-$4K -98 Closed
PSI
369
Pinnacle Summer Investments
Virginia
-$4K -96 Closed
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
-$3K -73 Closed
IAS
371
INR Advisory Services
Pennsylvania
-$3K -70 Closed
M&T Bank
372
M&T Bank
New York
-$2K -46 Closed

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.