We are live on ! Find out more
FXI icon

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
OC
76
Oppenheimer & Co
New York
$1.94M -$130K -3,712 -6%
CAM
77
Carret Asset Management
New York
$1.91M +$1.4K +40 +0.1%
SM
78
Stratton Management
Pennsylvania
$1.81M
FMI
79
Factory Mutual Insurance
Massachusetts
$1.79M
WF
80
Welch & Forbes
Massachusetts
$1.78M -$66.5K -1,900 -4%
CICI
81
Capital Investment Counsel Inc
North Carolina
$1.74M +$828K +23,655 +95%
HFS
82
HL Financial Services
Kentucky
$1.67M +$1.64M +46,785 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$1.53M -$922K -26,338 -38%
Verition Fund Management
84
Verition Fund Management
Connecticut
$1.5M +$1.47M +41,874 New
JGUA
85
John G. Ullman & Associates
New York
$1.49M -$193K -5,515 -12%
Renaissance Technologies
86
Renaissance Technologies
New York
$1.4M +$1.37M +39,100 New
CAM
87
Capstone Asset Management
Texas
$1.4M +$291K +8,305 +27%
BIC
88
Beach Investment Counsel
Pennsylvania
$1.37M
SIC
89
Salem Investment Counselors
North Carolina
$1.33M -$76.1K -2,175 -6%
V
90
Veritable
Delaware
$1.29M -$60.4K -1,725 -5%
VAM
91
Visium Asset Management
New York
$1.25M +$1.23M +35,000 New
SCM
92
Stellar Capital Management
Arizona
$1.25M -$69.5K -1,985 -5%
CK
93
Cohen Klingenstein
New York
$1.2M
HNB
94
Huntington National Bank
Ohio
$1.2M
B
95
Barings
North Carolina
$1.14M -$308K -8,800 -22%
FOAM
96
Five Oceans Asset Management
Australia
$1.13M +$249K +7,100 +29%
GI
97
Gradient Investments
Minnesota
$1.12M -$123K -3,514 -10%
ACP
98
Arrowgrass Capital Partners
United Kingdom
$1.07M +$1.05M +30,000 New
BAAM
99
Baker Avenue Asset Management
California
$1.06M +$478K +13,660 +62%
NG
100
NatWest Group
United Kingdom
$1.06M -$82.4K -2,354 -7%

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.