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iShares China Large-Cap ETF

257 hedge funds and large institutions have $3.24B invested in iShares China Large-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

16% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 63

11.9% more ownership

Funds ownership: 67.2%79.11% (+12%)

8% more capital invested

Capital invested by funds: $2.99B → $3.24B (+$246M)

4% less funds holding

Funds holding: 267257 (-10)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

17% less call options, than puts

Call options by funds: $2.85B | Put options by funds: $3.44B

Holders
257
Holders Change
-10
Holders Change %
-3.75%
% of All Funds
5.88%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
50
Increased
73
Reduced
63
Closed
58
Calls
$2.85B
Puts
$3.44B
Net Calls
-$593M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
151
Csenge Advisory Group
Florida
$295K +$320K +6,856 New
William Blair & Company
152
William Blair & Company
Illinois
$294K +$16.3K +349 +5%
GAM
153
Gould Asset Management
California
$277K -$19.4K -415 -6%
EHC
154
Everett Harris & Co
California
$276K
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$270K +$39.7K +850 +16%
IG
156
ING Group
Netherlands
$265K -$135K -2,878 -32%
IFS
157
Ifrah Financial Services
Arkansas
$261K -$484K -10,352 -63%
CFSG
158
Community Financial Services Group
Vermont
$258K +$280K +6,000 New
First Manhattan
159
First Manhattan
New York
$257K +$3.23K +69 +1%
CAM
160
Carret Asset Management
New York
$255K +$5.38K +115 +2%
FAAS
161
First Allied Advisory Services
California
$254K -$654 -14 -0.2%
UCFA
162
United Capital Financial Advisors
Texas
$251K +$273K +5,833 New
KIA
163
KCM Investment Advisors
California
$245K +$701 +15 +0.3%
PAG
164
Private Advisor Group
New Jersey
$244K +$270K +5,784 New
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$242K +$263K +5,621 New
PTC
166
Private Trust Company
Ohio
$239K
IA
167
IFP Advisors
Florida
$237K -$16.9K -362 -6%
WIA
168
Wealthstreet Investment Advisors
Texas
$225K +$11.7K +250 +5%
MCM
169
Murphy Capital Management
New Jersey
$220K +$239K +5,120 New
HHAM
170
HITE Hedge Asset Management
Massachusetts
$210K
M&T Bank
171
M&T Bank
New York
$209K
JMPWA
172
JP Morgan Private Wealth Advisors
California
$207K +$225K +4,815 New
FMC
173
First Merchants Corp
Indiana
$206K
MTCM
174
Mint Tower Capital Management
Netherlands
$193K -$301K -6,450 -59%
MRCM
175
M&R Capital Management
New Jersey
$188K +$421 +9 +0.2%

FXI Hedge Fund Activity: Q2 2018 in Review

257 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares China Large-Cap ETF (FXI) for Q2 2018, worth a combined $3.24B — up 8.2% from $2.99B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of FXI and 50 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 73 added.

The largest buyer was UBS Group, adding an estimated $324M. The largest seller was Deutsche Bank, cutting an estimated $469M.

  • 257 institutional investors held iShares China Large-Cap ETF (FXI) as of Q2 2018, down from 267 in Q1 2018.
  • Funds reported $3.24B of iShares China Large-Cap ETF stock for Q2 2018, up 8.2% quarter-over-quarter.
  • 50 funds opened new iShares China Large-Cap ETF positions in Q2 2018 and 58 closed out, a net change of -8 holders.
  • The largest iShares China Large-Cap ETF buyer in Q2 2018 was UBS Group, an estimated $324M added.
  • The largest iShares China Large-Cap ETF seller in Q2 2018 was Deutsche Bank, an estimated $469M sold.

Based on aggregated 13F filings for Q2 2018.