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iShares China Large-Cap ETF

234 hedge funds and large institutions have $1.97B invested in iShares China Large-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 53 increasing their positions, 73 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

1% less funds holding

Funds holding: 237234 (-3)

17% less capital invested

Capital invested by funds: $2.36B → $1.97B (-$392M)

17.95% less ownership

Funds ownership: 74.88%56.93% (-18%)

27% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 73

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

53% less call options, than puts

Call options by funds: $1.94B | Put options by funds: $4.12B

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
5.83%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
42
Increased
53
Reduced
73
Closed
43
Calls
$1.94B
Puts
$4.12B
Net Calls
-$2.18B
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
176
Whitnell & Co
Illinois
$88K
SFPIA
177
Stevens First Principles Investment Advisors
California
$81K +$79.3K +1,850 New
WAM
178
Wolverine Asset Management
Illinois
$80K -$20.6K -481 -21%
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$72K -$4.29K -100 -6%
PCTC
180
Perkins Coie Trust Company
Washington
$70K
SMFG
181
Sumitomo Mitsui Financial Group
Japan
$69K
LCM
182
Liberty Capital Management
Michigan
$67K
ASN
183
Advisory Services Network
Georgia
$67K +$943 +22 +1%
RWA
184
Ropes Wealth Advisors
Massachusetts
$66K
HDIM
185
Hanson & Doremus Investment Management
Vermont
$62K
PCFFS
186
Pacific Center for Financial Services
California
$59K
WIM
187
Westside Investment Management
California
$58K +$4.29K +100 +9%
NSIM
188
North Star Investment Management
Illinois
$54K
ST
189
Spot Trading
Illinois
$51K -$1.15M -26,806 -96%
BF
190
BOK Financial
Oklahoma
$47K +$46.2K +1,077 New
RE
191
RBC Europe
United Kingdom
$46.7K +$45.4K +1,060 New
AIM
192
Anchor Investment Management
South Carolina
$44K
IWM
193
IHT Wealth Management
Illinois
$41K
PA
194
Parallel Advisors
California
$36K -$10.3K -240 -24%
BDWM
195
Brewin Dolphin Wealth Management
Ireland
$33K +$32.1K +750 New
AssetMark Inc
196
AssetMark Inc
California
$33K
WT
197
Whittier Trust
California
$32K -$86 -2 -0.3%
SQA
198
Simon Quick Advisors
New Jersey
$32K
BA
199
Bristlecone Advisors
Washington
$29K +$28.3K +660 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$28K

FXI Hedge Fund Activity: Q3 2017 in Review

234 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares China Large-Cap ETF (FXI) for Q3 2017, worth a combined $1.97B — down 17% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FXI and 42 opened new positions — a net loss of 1 holder — while 73 trimmed existing stakes and 53 added.

The largest buyer was Old Mission Capital, adding an estimated $54.7M. The largest seller was Morgan Stanley, cutting an estimated $183M.

  • 234 institutional investors held iShares China Large-Cap ETF (FXI) as of Q3 2017, down from 237 in Q2 2017.
  • Funds reported $1.97B of iShares China Large-Cap ETF stock for Q3 2017, down 17% quarter-over-quarter.
  • 42 funds opened new iShares China Large-Cap ETF positions in Q3 2017 and 43 closed out, a net change of -1 holder.
  • The largest iShares China Large-Cap ETF buyer in Q3 2017 was Old Mission Capital, an estimated $54.7M added.
  • The largest iShares China Large-Cap ETF seller in Q3 2017 was Morgan Stanley, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2017.