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iShares China Large-Cap ETF

334 hedge funds and large institutions have $3.52B invested in iShares China Large-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 71 increasing their positions, 121 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 48

20% more call options, than puts

Call options by funds: $3.44B | Put options by funds: $2.87B

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more funds holding

Funds holding: 308334 (+26)

24% less capital invested

Capital invested by funds: $4.63B → $3.52B (-$1.1B)

23.88% less ownership

Funds ownership: 82.22%58.34% (-24%)

41% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 121

Holders
334
Holders Change
+26
Holders Change %
+8.44%
% of All Funds
9.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
78
Increased
71
Reduced
121
Closed
48
Calls
$3.44B
Puts
$2.87B
Net Calls
+$573M
Net Calls Change
+$2.99B
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Carret Asset Management
New York
$2.04M -$2.48K -65 -0.1%
PIMJS
102
PKO Investment Management Joint-Stock
Poland
$2.02M +$2.01M +52,638 New
WF
103
Welch & Forbes
Massachusetts
$1.98M -$30.5K -800 -2%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.95M -$305K -7,995 -14%
SM
105
Stratton Management
Pennsylvania
$1.94M -$38.2K -1,000 -2%
SPM
106
Symmetry Peak Management
Pennsylvania
$1.92M +$1.91M +50,000 New
Tudor Investment Corp
107
Tudor Investment Corp
Connecticut
$1.92M +$1.91M +50,000 New
FMI
108
Factory Mutual Insurance
Massachusetts
$1.92M
MLM
109
Mount Lucas Management
Pennsylvania
$1.9M -$5.7M -149,298 -75%
GH
110
GAM Holding
Switzerland
$1.83M
JGUA
111
John G. Ullman & Associates
New York
$1.81M -$48.9K -1,280 -3%
MIP
112
Marietta Investment Partners
Wisconsin
$1.77M -$54.3K -1,421 -3%
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
$1.68M -$137K -3,595 -8%
MTIM
114
Marathon Trading Investment Management
Pennsylvania
$1.6M -$512K -13,400 -24%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$1.57M +$648K +16,973 +71%
AG
116
Ashmore Group
United Kingdom
$1.57M +$247K +6,470 +19%
B
117
Barings
North Carolina
$1.56M +$30.5K +800 +2%
ACM
118
Argentus Capital Management
Texas
$1.55M +$440K +11,535 +40%
SIC
119
Salem Investment Counselors
North Carolina
$1.51M -$66.6K -1,745 -4%
SCI
120
S&CO Inc
Massachusetts
$1.48M -$382K -10,000 -21%
BIC
121
Beach Investment Counsel
Pennsylvania
$1.47M
V
122
Veritable
Delaware
$1.46M +$153 +4 +0%
GT
123
Glenmede Trust
Pennsylvania
$1.44M -$9.54K -250 -0.7%
VKH
124
Virtu KCG Holdings
New York
$1.43M +$229K +6,006 +19%
SCG
125
Strategic Capital Group
Washington
$1.43M -$3.75M -98,179 -73%

FXI Hedge Fund Activity: Q4 2013 in Review

334 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares China Large-Cap ETF (FXI) for Q4 2013, worth a combined $3.52B — down 24% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FXI positions and 48 closed out — a net gain of 30 holders — while 71 added to existing stakes and 121 trimmed.

The largest buyer was Credit Suisse, adding an estimated $137M. The largest seller was Morgan Stanley, cutting an estimated $942M.

  • 334 institutional investors held iShares China Large-Cap ETF (FXI) as of Q4 2013, up from 308 in Q3 2013.
  • Funds reported $3.52B of iShares China Large-Cap ETF stock for Q4 2013, down 24% quarter-over-quarter.
  • 78 funds opened new iShares China Large-Cap ETF positions in Q4 2013 and 48 closed out, a net change of +30 holders.
  • The largest iShares China Large-Cap ETF buyer in Q4 2013 was Credit Suisse, an estimated $137M added.
  • The largest iShares China Large-Cap ETF seller in Q4 2013 was Morgan Stanley, an estimated $942M sold.

Based on aggregated 13F filings for Q4 2013.